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Colleagues --

We are closing in on the end of fiscal year spending. The question from
the selectors is whether there is a web management report, or an easy to
view display in Millenium Acquisitions, that provides similar fund
summary information for orders with "Status 1", for each of the separate
funds that are in the hierarchies?

At this time of the year, the acquisitions staff appropriately have
instructions to keep keying orders into Millenium, but to not release
them. The orders have a status 1 "on hold" until we know that our
existing encumbrances are received and that our Free Balance is really
our working balance. Or we hold the orders until after the year-end roll
and release the orders in next fiscal year. The dilemma of the selectors
is that they do not know how much they have stacked up as "on hold"
orders.

For now, we've used create lists, and we have also run millenium
statistics, and then exported the data into Excel and created some
spiffy reports. But the good lookin' reports take time to export and
format. We are hoping that we are missing some simple setup in web
management reports or in MilAcq > Funds > Hierarchies that will make
this a quick click&clack for the selectors that do not routinely use
create lists and millenium statistics.

Thanks

Paul
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Paul Ericsson
Adult Services Supervisor / Automation Coordinator
Concord Public Library http://www.onconcord.com
45 Green St. Concord, NH 03301 603 230-3697
pericsson at onconcord dot com
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