Skip to main content
ExLibris
  • Subscribe by RSS
  • ExLibris Dev

    Creating allocations based on specific amounts (from Admin.) -- not percentages

    • Article Type: General
    • Product: Aleph
    • Product Version: 18.01

    Description:
    I had a request from our acquisitions department regarding automating the initial allocations for our budgets for the next fiscal year.

    Last year when I was working on consolidating our budgets in Aleph by doing some custom programming, I contacted you to have you weigh in on my idea to transfer the remaining balances by inserting records into the z601. We talked about any repercussions and Oracle sequencing. Our FYEC process was successful last year with all of the custom programs/scripts. I believe the initial allocations could be done in a similar way by inserting a record for each budget/amount in the z601.

    However, I would rather not create a custom program if this is a service Ex Libris offers. We do not however want an initial allocation set up based on a percentage, it needs to be the specific amount provided by administration.

    Resolution:
    You say that the difference between this year's allocation and last year's can not simply be a certain percentage but needs to be the specific amount provided by the administration.

    There is no Aleph job which takes a table of budgets/amounts and creates initial allocation records for them.

    This *could* be done with SQL, as you describe.

    Additional Information

    p_acq_05, acq-05


    • Article last edited: 10/8/2013
    //doorbell.io feedback widged