[Koha] Fiscal roll over in Koha?

[Jonathan Field]

There is no formal rollover as such in Koha. The way forward is to 
create your new budgets and funds and then make the old ones inactive.
Any orders which you want to come out of the new funds (rooled over) 
need to be edited to update the fund code in the orderline. The money 
will then be encumbered against the new funds rather than the old. 
Hopefully you won't have too many!
Thanks
Jonatahn

On 07/05/2012 23:47, McElroy, Maureen wrote:
> Does anyone out there have any experience completing a fiscal roll over
> in Koha? I'm referring to rolling or moving vendors, funds and orders
> from the previous fiscal year, to a new fiscal year.
>
> I don't see any information out there about this, especially regarding
> rolling encumbrances and orders not yet received, intact.
>
> If this is not possible, how do library systems in Koha segue into a new
> fiscal year?
>
> We are currently using Koha 3.6.
>
> Thanks in advance.....
>
>
>
> Maureen McElroy
> Manager Technical Services Dept.
> Washoe County Library
> 301 S Center St.
> Reno, NV 89501
> 775 327-8330
> mailto:mmcelroy at washoecounty.us<mailto:mmcelroy at washoecounty.us>
>
> www.washoecountylibrary.us
>
> "Most important of all, perhaps, a library within a community stands as
> a testimonial to its values, its belief in universal access to
> literature and knowledge." Scott Turow
>
>
>
> _______________________________________________
> Koha mailing list  http://koha-community.org
> Koha at lists.katipo.co.nz
> http://lists.katipo.co.nz/mailman/listinfo/koha
>

-- 

Jonathan Field
Technical Director, PTFS Europe Limited
Content Management and Library Solutions