Email list hosting service & mailing list manager

Re: Encumbrance question for Innopac users (Lorraine Farley) ERCELAA@ctrvax.Vanderbilt.Edu 12 Jul 2000 18:09 UTC

Date: Tue, 11 Jul 2000 15:52:15 -0500
From: Lorraine Farley <farley@CRLMAIL.UCHICAGO.EDU>
Subject: Re: Encumbrance question for Innopac users (Leslie Lanzieri)

When I worked with the serials modual.  If you have placed your
encumbrances, appropriations, etc. in the main file, you should be able to
add eprice on individual records.  You do have to put them back every year
because the "c" does change to "d" when invoice is paid online. The manual
is pretty helpful.

Good Luck!

At 03:45 PM 7/11/00 -0500, you wrote:
>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