RE: MilAcq -- Fiscal Close question

["Seeman, Corey Glenn" <CSeeman at UTNet dot UToledo dot Edu>]

Mary Ellen -- 
 
When you go through Fiscal Close, the reports and the associated report names all move over from the current hierarchies to the old hierarchies.  What it is doing is copying the structure of the reports.  Since you have given them year specific names, the trick should be changing the names of the reports in the current year files.  To do this, go into the Current Hierarchies and right-click over the name of the report and choose Rename Hierarchies.  This should do the trick.
 
I have not seen last year's reports in Web Management Reports.  I guess I would submit them as an enhancement for the next cycle.  
 
Hope this does the trick.
 
Best -- Corey 
 
Corey Seeman
Asst. Dean for Resource and Systems Management
University of Toledo
 
corey dot seeman at utoledo dot edu
http://library.utoledo.edu/userhomes/cseeman/
(419) 530-2333
 

________________________________

From: innopac-bounces at innopacusers dot org on behalf of Mary Ellen Kenreich
Sent: Fri 7/1/2005 2:09 PM
To: innopac at innopacusers dot org
Subject: MilAcq -- Fiscal Close question



Yesterday I followed the Fiscal Close instructions (Method 1) from the
manual along with Corey's tips and everything went very smoothly.  Now I
have a question that I can't find in the manual.  In the fiscal close
process, I archived our current funds and hierarchies to old funds and
hierarchies.  I have a folder under Hierarchies called "FY 2004/05."  But
the folder under Old Hierarchies is also called "FY 2004/05."  The data
(funds and groups) rolled over correctly into Old Hierarchies, and it is
correctly named FY 2004/05.

How do I get the folder under the current Hierarchies to be named FY
2005/06?  Do I have to delete the FY2004/05 group and start over with the
new name?  That would mean I'd have to re-group our nearly 300 funds.  Is
there any easier way?  I just want to change the name of that one group.

A related question -- Can I have last year's funds, as well as the current
year's funds, show on Millennium Web Management Reports?

Thanks for any information.

Mary Ellen Kenreich
Acquisition Librarian
Portland State Univ
503-725-5780
503-725-5799 fax
kenreichm at pdx dot edu

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