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Re: Encumbrance question for Innopac users (Leslie Lanzieri) ERCELAA@ctrvax.Vanderbilt.Edu 11 Jul 2000 20:45 UTC

Date: Tue, 11 Jul 2000 15:20:12 -0400
From: Leslie Lanzieri <llanzier@PROVIDENCE.EDU>
Subject: Re: Encumbrance question for Innopac users (Anita Dawson)

You need to  "POST invoices and encumbrances"   in order to reflect charges
that have been encumbered against each fund.    This is a function listed
on one of the sub-menu's within III.

At 01:36 PM 7/11/2000 -0500, you wrote:
>Date: Tue, 11 Jul 2000 09:03:36 -0500
>From: Anita Dawson <adawson@TULSALIBRARY.ORG>
>Subject: Encumbrance question for Innopac Users
>This is for libraries that use Innopac.
>We have been Innopac users for a year and when our serial orders were
>established I was not involved in the
>initial set up of the orders.  However, I now supervise serial
>acquisitions.  The past fiscal year there
>were no encumbrances for standing orders and subscriptions.  From what I am
>understanding so far the order
>status codes are the key to encumbering funds.  All of our standing orders
>status codes were input using code f.  I do not want to use status code "g"
>which encumbers only at the fund level.  I want to use the code "c" with an
>estimated price in the EPRICE on the order.  I also understand that "c"
>will change to d or e after invoices are paid and each year the orders will
>need to be changed back to "c" with a revised EPRICE. (That is if I am
>understanding correctly)
>I have tried to encumber funds on the fund records using status c and an
>amount in the EPRICE field on the orders but this isn't working.  The
>encumbered amount on the funds remains $0.00.
>Have any other Innopac users been successful with encumbering funds at the
>order level?  I would appreciate
>any advice.
>Anita Dawson
>Serial Supervisor
>Collection Support Services
>Tulsa City-County Library System
>Tulsa, Oklahoma 74103-3830
>Phone: (918) 596-7925
Leslie A. Lanzieri
Providence College
Phillips Memorial Library
Providence, RI 02918