Menu Acquisitions > Budgets
Budgets are not managed through the interface but by a system administrator. A budget corresponds to the current fiscal year. The active budget is determined in the organization's parameters.
| Field | Description |
|---|---|
| Budget name | Usually, the fiscal year. Example: 2022. |
| Start date | Start of budget period. Example: 01.01.2022 |
| End date | End of budget period. Example: 31.12.2022 |
| Active | The active budget is defined in the organization settings. Only one budget can be active at a time. Accounts are managed exclusively according to the current active budget. |
Acquisition settings
See Administration > Libraries > Acquisition settings
Rollover
When a new fiscal year begins, a new budget must be created and existing resources transferred to it. This process is manage by the RERO ILS system administrator in consultation with the system librarians or acquisitions managers in the organizations.
With the default option, the rollover performs the following operations:
- Creation and activation of a new budget, and deactivation of the old budget.
- Accounts, with their amounts and structure are duplicated in the new budget.
- Accounts, orders and order lines linked to the old budget can be viewed, but can no longer be modified.
- Order lines that were not in "received" or "cancelled" status are transferred to the new budget. Note that orders that were "partially received" have become "ordered", as only non-received order lines have been transfered.