At fiscal rollover, populate 'list price' field in continuous POLs with the total expenditure on that POL from the previous fiscal year
See case #00483470.
The figure in 'list price' represents the amount we first paid or expected to pay for a resource. In most cases, this price is wildly inaccurate after a few years.
Manually updating these prices isn't feasible, as we've thousands of POLs and editing the prices while inputting invoices doubles the time spent on invoice processing.
I'm hoping we can do one/all of the following:
At fiscal rollover, the list price amount in the POL is replaced with the amount of the last fiscal year's expenditure.
We run a job that changes the contents of the list price field for a specific set of POLs to reflect the most recent expenditure or the amount of the last fiscal year's expenditure.
Damon Campbell
shared this idea
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Joanne
commented
Hello, isn't this already available as part of the rollover process ? We use previous years expenditure and add on a FPC %. The details are on this page, under the Rollover PO lines section.
https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Acquisitions/100Advanced_Tools/020Fiscal_Period_Closure