Acquisitions Rollover

Because of the way Sirsi works, orders are divided into fiscal years. When fiscal years change, outstanding orders need to be transferred from the past fiscal year to the current one.

The steps for doing a rollover are outlined here. This process should not be painful, though it can be if mistakes are made. Therefore, it's important to make sure you follow all the steps carefully and slowly, and double-check your data.

1. Work with central acq. to freeze all acquisitions activity until the rollover is complete.
2. Lock down funds in the current cycle so that nothing more can be done with them (no ordering etc.).
3. Create new fund cycle using New Fund Cycle wizard.
1. Make sure each fund is set up to allow ordering and paying or the rollover won't work.
4. Roll over funds. Central Acq. wants us to budget them with the "cash balance" from the end of the previous cycle. This make take some finagling if a fund is in the red. Central Acq can help with that.
5. Roll over vendors. Just roll them all over unless there's a specific reason not to keep one of them.
6. Roll over firm orders.
7. Roll over recurring orders.
8. Check that all balances match.
9. Get a list of received-but-not-paid orders from the old cycle to receive again in the new.
1. Receive them.
10. Purge outstanding orders from the older cycle.
11. Adjust wizards, reports etc. to use the new cycle by default.
12. Mark rolled over orders as "loaded".
13. You're done!