Fix line endings on all XML files.
[sitka/doc/acquisitions.git] / admin / admin-acq-yearend.xml
index f64fe7c..58dea73 100644 (file)
-<?xml version='1.0' encoding='UTF-8'?>
-<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"
-   xml:lang="EN" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="admin-acq-yearend">
-   <info>
-      <title>Acquisitions Year End</title>
-      <legalnotice>
-         <para><emphasis role="bold">Adapted with permission from original material by the <link
-                  xlink:title="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=administration_functions_in_the_acquistions_module_ev.pdf"
-                  xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=administration_functions_in_the_acquistions_module_ev.pdf">Evergreen
-                  Community</link></emphasis></para>
-      </legalnotice>
-      
-     
-
-      <abstract>
-         <para>The Acquisitions Module in Evergreen requires administrative set up before it can be used by staff.</para>
-<para>This chapter covers those pieces of the acquisitions module that must be in place before the module is useable by acquisitions staff, including funding, providers,
- and permissions.  This chapter also includes information on best practices that prevent conflicts in the Evergreen between the Sitka libraries using Acquisitions.</para>
-<para>This chapter is ordered is such a way as to facilitate an initial set up of the administrative portion of Acquisitions in Evergreen.</para></abstract>
-      
-
-   </info>
-
-<section xml:id="acq-admin-yearend-placeholder">
-</section>
-
-
-<section xml:id="yearend-closeout">
-<title>Perform Year End Close-out Operation</title>
-<para>The Year End Close-out Operation allows you to deactivate funds for the current year and create analogous funds for the next year.  It transfers encumbrances
-to the analogous funds, and it rolls over any remaining funds if you checked the rollover box when creating the fund.</para>
-
-<procedure>
-<step>
-<informalfigure>
-<para>Click <menuchoice><guimenu>Admin</guimenu>
-<guisubmenu>Server Administration</guisubmenu>
-<guisubmenu>Acquisitions</guisubmenu>
-<guimenuitem>Funds</guimenuitem></menuchoice>.</para>
-<para><mediaobject>
-<alt>screenshot of funds</alt>
-
-<imageobject>
-<imagedata fileref="media/create-fund-1.png" scalefit="0"></imagedata>
-</imageobject>
-</mediaobject></para>
-</informalfigure>
-</step>
-
-<step>
-<informalfigure>
-<para>Click <guibutton>Fund Propagation and Rollover</guibutton>.</para>
-<para><mediaobject>
-<alt>screenshot of funds</alt>
-
-<imageobject>
-<imagedata fileref="media/yearend-closeout-1.png" scalefit="0"></imagedata>
-</imageobject>
-</mediaobject></para>
-</informalfigure>
-</step>
-
-<step>
-<informalfigure>
-<para>Check the box adjacent to <guilabel>Perform Fiscal Year Close-Out Operation.</guilabel></para>
-<para><mediaobject>
-<alt>screenshot of funds</alt>
-
-<imageobject>
-<imagedata fileref="media/yearend-closeout-2.png" scalefit="0"></imagedata>
-</imageobject>
-</mediaobject></para>
-</informalfigure>
-</step>
-
-<step>
-<informalfigure>
-<para>Notice that the context org unit reflects the context org unit that you selected at the top of the Funds screen.</para>
-<para><mediaobject>
-<alt>screenshot of funds</alt>
-
-<imageobject>
-<imagedata fileref="media/yearend-closeout-3.png" scalefit="0"></imagedata>
-</imageobject>
-</mediaobject></para>
-</informalfigure>
-</step>
-
-<step>
-<informalfigure>
-<para>If you want to perform the close-out operation on the context org units and its child units, check the box adjacent to <guilabel>Include Funds for Descendant 
-Org Units</guilabel>.</para>
-<para><mediaobject>
-<alt>screenshot of funds</alt>
-
-<imageobject>
-<imagedata fileref="media/yearend-closeout-4.png" scalefit="0"></imagedata>
-</imageobject>
-</mediaobject></para>
-</informalfigure>
-</step>
-
-<step>
-<informalfigure>
-<para>Check the box adjacent to <guilabel>Dry Run</guilabel> if you want to test the changes to the funds before they are enacted.  Evergreen will generate a 
-summary of the changes that would occur during the selected operation. No data is actually changed during a dry run.</para>
-<para><mediaobject>
-<alt>screenshot of funds</alt>
-
-<imageobject>
-<imagedata fileref="media/yearend-closeout-5.png" scalefit="0"></imagedata>
-</imageobject>
-</mediaobject></para>
-</informalfigure>
-</step>
-
-<step>
-<informalfigure>
-<para>Click <guibutton>Process</guibutton>.</para>
-<para><mediaobject>
-<alt>screenshot of funds</alt>
-
-<imageobject>
-<imagedata fileref="media/yearend-closeout-6.png" scalefit="0"></imagedata>
-</imageobject>
-</mediaobject></para>
-</informalfigure>
-</step>
-
-<step>
-<para>Evergreen will begin the propagation process.  Evergreen will make a clone of each fund where the <guilabel>Propagate</guilabel> box was checked, but will
-increment the year by 1.</para>
-</step>
-
-</procedure>
-
-</section>
-    
-</chapter>
+<?xml version='1.0' encoding='UTF-8'?>\r
+<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"\r
+   xml:lang="EN" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="admin-acq-yearend">\r
+   <info>\r
+      <title>Acquisitions Year End</title>\r
+      <legalnotice>\r
+         <para><emphasis role="bold">Adapted with permission from original material by the <link\r
+                  xlink:title="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=administration_functions_in_the_acquistions_module_ev.pdf"\r
+                  xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=administration_functions_in_the_acquistions_module_ev.pdf">Evergreen\r
+                  Community</link></emphasis></para>\r
+      </legalnotice>\r
+      \r
+     \r
+\r
+      <abstract>\r
+         <para>The Acquisitions Module in Evergreen requires administrative set up before it can be used by staff.</para>\r
+<para>This chapter covers those pieces of the acquisitions module that must be in place before the module is useable by acquisitions staff, including funding, providers,\r
+ and permissions.  This chapter also includes information on best practices that prevent conflicts in the Evergreen between the Sitka libraries using Acquisitions.</para>\r
+<para>This chapter is ordered is such a way as to facilitate an initial set up of the administrative portion of Acquisitions in Evergreen.</para></abstract>\r
+      \r
+\r
+   </info>\r
+\r
+<section xml:id="acq-admin-yearend-placeholder">\r
+</section>\r
+\r
+\r
+<section xml:id="yearend-closeout">\r
+<title>Perform Year End Close-out Operation</title>\r
+<para>The Year End Close-out Operation allows you to deactivate funds for the current year and create analogous funds for the next year.  It transfers encumbrances\r
+to the analogous funds, and it rolls over any remaining funds if you checked the rollover box when creating the fund.</para>\r
+\r
+<procedure>\r
+<step>\r
+<informalfigure>\r
+<para>Click <menuchoice><guimenu>Admin</guimenu>\r
+<guisubmenu>Server Administration</guisubmenu>\r
+<guisubmenu>Acquisitions</guisubmenu>\r
+<guimenuitem>Funds</guimenuitem></menuchoice>.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of funds</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/create-fund-1.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<informalfigure>\r
+<para>Click <guibutton>Fund Propagation and Rollover</guibutton>.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of funds</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/yearend-closeout-1.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<informalfigure>\r
+<para>Check the box adjacent to <guilabel>Perform Fiscal Year Close-Out Operation.</guilabel></para>\r
+<para><mediaobject>\r
+<alt>screenshot of funds</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/yearend-closeout-2.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<informalfigure>\r
+<para>Notice that the context org unit reflects the context org unit that you selected at the top of the Funds screen.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of funds</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/yearend-closeout-3.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<informalfigure>\r
+<para>If you want to perform the close-out operation on the context org units and its child units, check the box adjacent to <guilabel>Include Funds for Descendant \r
+Org Units</guilabel>.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of funds</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/yearend-closeout-4.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<informalfigure>\r
+<para>Check the box adjacent to <guilabel>Dry Run</guilabel> if you want to test the changes to the funds before they are enacted.  Evergreen will generate a \r
+summary of the changes that would occur during the selected operation. No data is actually changed during a dry run.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of funds</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/yearend-closeout-5.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<informalfigure>\r
+<para>Click <guibutton>Process</guibutton>.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of funds</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/yearend-closeout-6.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<para>Evergreen will begin the propagation process.  Evergreen will make a clone of each fund where the <guilabel>Propagate</guilabel> box was checked, but will\r
+increment the year by 1.</para>\r
+</step>\r
+\r
+</procedure>\r
+\r
+</section>\r
+    \r
+</chapter>\r