[IUG] setting up ordering for a two year span


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Has anyone set this up? I don't seem to find it talked about in the
Clearinghouse or the manual.

What I'd like to do is set up funds for both the current year and the
next year so as to be able to order items not being published until the
next year against next year's accounts. I hope that makes sense.

I'd really like to not encumber funds from the current year's balances
for materials that we know are not going to be published until the next
year. But, we want to place them on order when we become aware of them
so staff know they're on order and so patrons can place reserves on the
titles. I expect we'd not make use of these next year's accounts until
late in the current year, and we wouldn't need to allocate funds to the
next year accounts until they become the current year after fiscal close
is done.

Is this possible?

We are currently following method 1 for fiscal closing, thus we have
access to only one year's worth of funds at a time to us.

Michael Nitz

Michael L. Nitz
Head, Technical Services
Appleton (WI) Public Library
920-832-6184 / mnitz at apl dot org / 920-832-6182 (fax)
www.apl.org