FY 2019 - FY 2020 Fiscal Year Rollover
- Laura Morse
- Daryl Boone
- William Walsh
- Sarah Bento-Wesinger
Owned by Laura Morse
Timeline
| Date | Milestone |
|---|---|
| Wednesday, May 1, 2019 (9:00 am) | Begin Distribution of Weekly Unapproved and In Review Invoice Reports (LTS) |
| Monday, June 3, 2019 (9:00 am) | Begin Distribution of Daily Unapproved and In Review Invoice Reports (LTS) |
| Friday, June 7, 2019 (by 5:00 pm) | Turn off EDI invoice loads (LTS). Vendor data must be uploaded to the Harvard dropbox by midnight, Thursday, June 6 to ensure loading on Friday, June 7. |
| Wednesday, June 19, 2019 (by 5:00 pm) | Turn off EOD (order loads) (LTS). Vendor data must be uploaded to the Harvard dropbox by midnight, Tuesday, June 18 to ensure loading on Wednesday, June 19. |
| Friday, June 21, 2019 (by 5:00 pm) | Freeze on creating/updating Accounting Department and Adjustment invoices until all clear is sent (All non Finance Department Alma Users) |
| Friday, June 21, 2019 (by 5:00 pm) | Deliver Invoices to 90 Mount Auburn or Finance Department (Library Units) |
| Friday, June 21, 2019 (by 5:00 pm) | Wire Request for Collection Invoices (both Foreign Currency and USD Currency) will need to be entered into HCOM and submitted to HLF |
Monday, June 24, 2019 (by 5:00 pm) | Final Accounting Department Invoices Approvals/Last AP Batch (HLF/Unit Approvers) |
| Monday, June 24, 2019 (by 5:00 pm) | Final Adjustment Invoices Approvals (HLF/Unit Approvers) |
| Monday, June 24, 2019 (by 5:00 pm) | Stop placing orders in Alma (Library Units) |
| Monday, June 24, 2019 (by 5:00 pm) | Delete In Review/Waiting for Approval Invoices (HLF) |
| Tuesday, June 25, 2019 (9:00 am) | Inactivate FY19 Ledgers, Summary, and Allocated Funds (LTS) |
| Tuesday, June 25, 2019 (9:00 am) | Run Final FY19 Budget Reports (HLF) |
| Tuesday, June 25, 2019 (9:20 am) | Ledger Rollover in Draft Mode (LTS) |
| Wednesday, June 26, 2019 (9:00 am) | Run Draft FY20 Budget Reports (HLF) |
| Wednesday, June 26, 2019 (9:30 am) | Ledger Rollover in Update Mode (LTS) |
| Thursday, June 27, 2019 (9:00 am) | Run Initial FY20 Budget Reports (HLF) |
| Thursday, June 27, 2019 (9:30 am) | Batch upload initial allocations and carry-overs supplied by HLF (LTS) |
| Friday, June 28, 2019 (9:00 am) | Run FY20 Allocations Budget Reports - Review Allocations (HLF) |
| Friday, June 28, 2019 (5:00 pm) | Run PO Line Rollover in Update Mode (LTS) |
| Friday, June 28, 2019 (5:00 pm) | Freeze all updates to Alma holdings records and all receiving until notice to resume from LTS (All Alma Users) |
| Monday, July 1, 2019 (8:30 am) | Run Final FY20 Budget Reports - Review balances  (HLF) |
| Monday, July 1, 2019 (9:30 am) | Update EDI Profiles (ITS with support from LTS) |
| Tuesday, July 2, 2019 (9:00 am) | Announcement that FY Rollovers is Successfully Completed (LTS) |
| Tuesday, July 2, 2019 (9:00 am) | Ordering and Invoice Commences (Library Units) |
| Tuesday, July 2, 2019 (by 5:00 pm) | Turn on EOD (order loads) (LTS) |
| Wednesday, July 3, 2019 (by 5:00 pm) | Turn on EDIÂ Invoices (LTS) |
FY20 Tub Decisions
- Law (265), Divinity (245), Dumbarton Oaks (110). No carryover will be loaded, just initial allocations.