The Rollover Fund Cycles (rolloverfund) report copies fund cycles from a specified fiscal period into new fund cycles in the station library of the staff running the report. Typically, this report would be run once a year.
This report must be run before any of the order rollover reports are run.
To review funds individually for rollover, use the Rollover Fund wizard.
This report contains the following tabs.
| • | Basic Tab: Reports |
| • | Old Fiscal Cycle Selection Tab |
| • | Fund Cycle Selection Tab |
| • | Fund Selection Tab |
| • | New Fiscal Cycle Selection Tab |
| • | Percentage of Previous Budget Tab |
| • | Ordering Allowed Tab |
New fiscal cycle fund records will be created with a budgeted amount based on a percentage of the previous fund cycle’s budgeted amount. If the budgeted amounts should be the same, the new fund cycle should be created with 100% of the budgeted amount of the old fund, which is the default. Funds with NOLIMIT are rolled over with no limit.
You may choose to allow ordering on all selected funds, none of the selected funds, or match the new Ordering Allowed field setting to the existing fund’s Ordering Allowed field setting.
In multilibrary systems, the fund cycle record includes the Library Authorization field. When the Rollover Fund Cycles report runs, the value of Library Authorization field in the new fiscal cycle fund records is the same as the existing fund cycle records.
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