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- PO Lines of order line type Standing Order non-Monograph will encumber on expenditure plus the FPC factor % in the rollover
- For any over-encumbered funds, review the dollar value of encumbrances associated with this order type, based on a pivot table of encumbrance values by Order Line Type ;
if it is sufficient to bring the fund’s available balance within the 3% threshold to benefit from the rules, reduce this set of orders to $0.01 list prices - As orders’ frequency are revealed annually through correspondence with vendors, it can make sense to use the Update PO Lines Information - Advanced job to change order line types:
- Make things that are sent less than annually Standing Order NonMonograph
- Make resources that are sent at least once per year Physical Journal - Subscription
- Continuity Type = Standing Order
- Roll on minimal encumbrance
- List prices for Electronic Title - Standing Order should be $0.01 for sole-funded orders and $100 for cost-shared or multi-fund orders
- Order Line type = Physical - Standing Order Non-Monograph
- allow to roll on expenditure
- release on as needed sets where it can create positive available balances on over-encumbered funds
- release any remaining encumbrances by April of the new fiscal year
Allocation Matchup
Annual review process
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