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    Encumbrances - zeroing for serial and standing orders

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

    Description:
    Serial and standing order encumbrances are not zeroing because invoice for these type of orders always "not complete".

    Resolution:
    Serial and standing order encumbrances are not zeroing because invoice for these type of orders always "not completed".
    During a year currency ratio may change as to be bigger than ratio in order date and also it may be smaller.
    When ratio decreased when invoice paid system registers difference in a sum of encumbrance in a balance as an Active balance and not as a Free Balance.
    In order to push these sums to a new year budget library should run p-acq-07.

    At the end of the year the order of jobs should be:
    p-acq-05 - open a new budget.
    p-acq-07 - Transfer Remaining Balance
    p-caq-06_b - Renew Order Encumbrances for Serials and Standing Orders
    In order to use part of Actual Balance in a current year library may define a percent in field Max.Over/Under Encumbrance and checkmark in box Expressed as Percentage.

    Additional Information

    local currency, ratio, encumbrance, budget, invoice, original sum


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