The following jobs must be run to close the current fiscal year and roll over to the next fiscal year:
Considerations when rolling over the fiscal year:
The following role is required to roll over the fiscal year in Alma:
One of the following roles is required to mark One-Time POLs as fully invoiced for institutions NOT creating invoices in Alma:
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One of the following role is required to change the ledger's fiscal period/year display and to close the previous fiscal year:
Steps to roll over the fiscal year in Alma:
To change a ledger from draft to active:
One of the following role is required to close the previous fiscal year:
To close a previous fiscal year:
Rollover PO Lines (POLs):
To mark One-Time POLs as "Fully Invoiced":
To Rollover PO Lines:
Close the previous fiscal year (FY) once the previous fiscal year has ended:
To close a previous fiscal year:
Ledgers can be deleted after they have been rolled over it they did not rollover as expected
To delete a rolled over ledger:
Harvard rollover schedule FY-2022->FY-2023
https://wiki.harvard.edu/confluence/display/LibraryStaffDoc/FY+2022+-+FY+2023+Fiscal+Year+Rollover
Fiscal Period Close Resources and FAQs in Alma (Ex Libris):
https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/Fiscal_Period_Close_Resources_and_FAQs_in_Alma
Fiscal Period Closure (Budget Rollover) workshop (June 14, 2022): Recording; Transcript