Fund Cycle Selection Tab
In reports that select data by fund cycle, the following Fund Cycle selections may be available.
| • | Amount Budgeted |
| • | Amount Encumbered |
| • | Amount Invoiced |
| • | Amount Paid |
| • | Block Over Encumbrance |
| • | Block Over Expenditure |
| • | Created By |
| • | Date Created |
| • | Date Modified |
| • | Fiscal Cycle |
| • | Library |
| • | Modified By |
| • | Number of Copies Invoiced |
| • | Number of Copies Ordered |
| • | Number of Copies Paid |
| • | Number of Copies Received |
| • | Ordering Allowed |
| • | Paying Allowed |
| • | Percentage Encumbrance Allowed |
| • | Total Unextended Amount Ordered |
Fund cycles selected by the report are allocated this specified amount to spend for the fiscal cycle budget. Use the Amount Range gadget to select a budgeted amount.
Fund cycles selected by the report are committed to spend this specified amount from the fiscal cycle budget. This amount includes paid and unpaid orders and invoices. Use the Amount Range gadget to select an encumbered amount.
Fund cycles selected by the report have been invoiced by vendors for this specified amount in the fiscal cycle. This value is accurate only if your library creates invoice records and links orders to invoices. Orders paid directly will not be included in this value. This amount includes paid and unpaid invoices. Use the Amount Range gadget to select an invoiced amount.
Fund cycles selected by the report have completed payment to vendors for this specified amount in the fiscal cycle. This amount includes paid invoices and orders. Use the Amount Range gadget to select a paid amount.
If Yes, any fund cycle selected by the report will automatically convert its ability to place orders to No when the fund cycle reaches its specified percentage of the budget encumbrance allowed. If No, selected fund cycles will continue to permit ordering even after the fund cycle reaches its specified percentage of the budget encumbrance allowed. Both, the default, selects all fund cycles.
If Yes, any fund cycle selected by the report will automatically convert its ability to place orders to No when the fund cycle reaches its specified percentage of the budget expenditure allowed. If No, selected fund cycles will continue to permit ordering even after the fund cycle reaches its specified percentage of the budget expenditure allowed. Both, the default, selects all fund cycles.
Each fund cycle selected by the report was created or duplicated by the specified user access. Use the Policy List gadget to select one or more user accesses.
Each fund cycle selected by the report has the specified fund cycle creation date. Use the Date Range gadget to select a range of dates.
Each fund cycle selected by the report was last modified on the specified date. Use the Date Range gadget to select a range of dates.
Fund cycles selected by the report include this specified fiscal cycle. The Fiscal Cycle identifies a single chronological period, such as quarter, semester, calendar year, or fiscal year. Use the Number Range gadget to select a fiscal cycle.
Fund cycles selected by the report belong to this specified Library. In a multilibrary system, fund records belong to the library that created them. Use the Policy List gadget to select a library. Only the acquisitions maintenance libraries for the station library can be selected.
Each fund cycle selected by the report was most recently modified by the specified user access. Use the Policy List gadget to select one or more user accesses.
Fund cycles selected by the report are linked to orders with this specified total number of copies invoiced. Use the Number Range gadget to select a number of invoiced copies.
Fund cycles selected by the report are linked to orders with this specified total number of copies ordered. Use the Number Range gadget to select a number of ordered copies.
Fund cycles selected by the report are linked to orders with this specified total number of copies paid. Copies may be paid by invoice or directly in the order record. Use the Number Range gadget to select a number of paid copies.
Fund cycles selected by the report are linked to orders with this specified total number of copies received. Use the Number Range gadget to select a number of received copies.
If Yes, orders may currently be placed using the selected fund cycles. If No, ordering using selected fund cycles has been restricted, perhaps because the amount encumbered exceeds the budgeted amount, or because the fund cycle is no longer being used for new orders. Both, the default, selects all fund cycles.
If Yes, orders and invoices may currently be paid using the selected fund cycles. If No, payment using selected fund cycles has been restricted, perhaps because the amount paid exceeds the budgeted amount, or because the fund cycle is not yet being used for payment. Both, the default, selects all fund cycles.
Percentage Encumbrance Allowed
Fund cycles selected permit this much of the budgeted funds to be encumbered before a warning message displays on workstation screen when an order is placed. Use the Number Range gadget to select a percentage of budget encumbrance that is allowed.
Total Unextended Amount Ordered
Fund cycles selected by the report have a total unextended amount ordered that is this specified amount. This value represents the total unit list price of all orders placed in this fund cycle prior to having discounts applied and/or being multiplied by the number of copies ordered. Use the Amount Range gadget to select a total of unextended order amounts.
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