[IUG] Acquisitions-Clearing payment history file
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We went live with MilAcq just this past May, and for the first time we
need to clear the payment history file. I just want to check with any
experts out there to make sure we're doing it correctly.
Here are the steps we took using our training server:
1) Export the Fund Activity Report to Excel from the Funds mode. Made
sure we had zero out of balance.
2) Using Tools | Clear Payment History, chose to "save appropriation
3) After payment history file was cleared and before any other
transactions were done, checked Innopac M-I-F-A to see if the payment
history files cleared. Before clearing, the status screen showed
"Payment Hist. file 342 recs ready for Fund Activity Report". After
clearing it showed "Payment Hist. file 23 recs ready for Fund Activity
Is it normal to still have records in the file?
Is there anything else we should do before clearing the payment history
file for real on our production server?
How often do other libraries clear the payment history file? Is it
regularly scheduled or only when the file gets near the 10,000 point?
Technical & Information Services Manager
Washington-Centerville Public Library
mmaddox at wcpl dot lib dot oh dot us