Re: Acquisitions Module--Clean Up to Go Live

[Corey Seeman <cseeman at UTNet dot UToledo dot Edu>]

Amanda --

The best thing to think about when you are clearing out your training 
records is to run a fiscal close.  This can clear out all your fake 
accounts and balances and give you a fresh start when you are ready to go live.

My IUG presentation on Fiscal Close is available at: 
http://library.utoledo.edu/userhomes/cseeman/presentations/IUG2004/IUG04_Color_of_Money.pdf

This has both the telnet and Millennium flavors of running fiscal close.

Insofar as finding those particular functions in the Ordering subsystem, 
they can be a bit buried.  I am not allowed to give a menu path on the 
list.  However, having just read the DaVinci code, I wonder what kind of 
clues I can provide in this email that will provide you the path, but will 
not give it away to everyone...hmmm.

From the main entry, Oscar Roberson's nickname awaits...
If you give it additional thought, you could arrange the order and and 
receive some fun.
Then like an ATM machine, you will find your finances functioning.

Well that is totally lame...but I hope it helps.  The book is MUCH better 
than this.  Then again, it could hard to believe it could be worse!

Best -- Corey

Corey Seeman
University of Toledo
corey dot seeman at utoledo dot edu


At 01:10 PM 9/17/2004 -0700, Schukle, Amanda wrote:
> We are preparing to go live with the acquisitions module on Millenium 
> 2002, phase 3. Our trainer gave us a worksheet for how to clean all of our 
> training records out of our database and reset our fund balances. Much of 
> this must be done in Telnet, but some of the menus mentioned in the 
> worksheet are nowhere to be found in Telnet. Specifically, we cannot 
> locate the "Maintenance of Financial Files" or the "Financial Functions" 
> menus. Any assistance would be appreciated. Also, if there is a way to 
> zero out fund balances in the Millenium Acquisitions module, tips on that 
> would be appreciated.
>
> Amanda Schukle
> Acquisitions Librarian
> San Diego County Library
> 5555 Overland Ave, Bldg 15
> San Diego, CA 92123
> 858.495.5497
> amanda dot schukle at sdcounty dot ca dot gov
>
>
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Corey Seeman
Asst. Dean for Resource and Systems Management
University of Toledo
corey dot seeman at utoledo dot edu
http://library.utoledo.edu
http://library.utoledo.edu/userhomes/cseeman/