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ACS Workflows: Acquisitions

Reports with Office of Collections

  1. Serials Price Increase Report
    1. Run and review by Stephanie Baker
  2. Cancellations Report
    1. Review of serials cancellations to confirm that it is a cancellation that would impact budget build
    2. Some cancellations are not "true cancels." Irregular publications, ceased publications not billed in the current FY.
  3. Fund Transfer Report
    1. Review of Permanent Transfers that impact budget build
    2. 0 to 9 is handled by budget build
    3. transfers to pbad0 do not impact budget build
  4. Blanket Order Allocations
    1. Beginning in FY23, Director of Acquisitions should review with Office of Collections 
    2. Confirm allocations for the next fiscal year
    3. Default is to leave allocations flat unless selectors choose to increase
      1. One-year increases would not be included in budget build
      2. Permanent increases from 0 funds would need to be included