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Robin sends a notice to liaisons regarding the end-of-year delay in rush ordering. Example wording for this is at the end of the schedule.

 

 

Friday, June 8

Library picnic!!!

Jen submits an RX to have EDI invoices, Serials invoices and shelf ready loaders turned off before close-out and turned on again after close-out, and requests the foundation fund reports be run before closeout.

 

Tuesday, June 12

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Jen checks the “N” report and resolves any very old invoices remaining on it.


Wednesday, June 13

EDI invoices, serials invoices and shelf ready loaders are turned off.

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Jen closes any previous fiscal year budgets that are still active. Michelle Jen checks budget records setup: Budget code: XX-code-year, CP-ITD-2003, Budget type - XXREG, XXEND, XXGIF, XXGRA, Annual budget box checked.

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Jen does final transfer of appropriate revenue funds to materials.

Jen reconciles revenues

 

Thursday, June 21

Today's "N" and "R" reports should be blank.Jen reconciles revenues

 

Friday, June 22

Today's "N" and "R" and “P” reports should be blank.

Tricia sets final FY18 departmental balances in the web order system and Jen notifies liaisons that their final FY18 balances are available.


TuesdayWednesday, June 2627

No staff may log into Acquisitions, Serials, or Administration. Jen will print all reports first thing in the morning ("N" and "R" reports must be blank).

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Tricia sets allocations for serials. 

 

WednesdayThursday, June 2728

Jen and Sarah New do Web Order System Closeout

Jen checks serials allocations.

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First day to pay FY2019 invoices in Aleph.

 

 

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Jen and Sarah New do Web Order System Closeout. (need to check date with Sara)


Friday Friday, June 29

EDI invoices and shelf ready loaders turned back on.

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