Year End checklist updated in Year End section.

Signed-off-by: Jennifer Pringle <jennifer.pringle@bc.libraries.coop>

diff --git a/admin/admin-acq-yearend.xml b/admin/admin-acq-yearend.xml
index e3e05d4..b3218db 100644 (file)
--- a/admin/admin-acq-yearend.xml
+++ b/admin/admin-acq-yearend.xml
@@ -43,18 +43,21 @@
 <para>Run report found in Sitka_templates --> Acquisitions --> Line Items --> Lines Items That Have Been Received but not Invoiced</para>\r
 </listitem>\r
 <listitem>\r
+<para>The balance for all Funding Sources is not negative.</para>\r
+</listitem>\r
+<listitem>\r
 <para>Save and Close all open invoices.</para>\r
 <para>Acquisitions --> Open Invoices</para>\r
 </listitem>\r
 <listitem>\r
 <para>A date on which to run the year end processes has been chosen.</para>\r
+<para>Libraries should NOT run year end between 9:30am and 11:00am PT as EDI invoices are retrieved by the system system during this period every morning.</para>\r
 </listitem>\r
 <listitem>\r
 <para>Dates for an acquisitions year end freeze have been selected and staff are aware of what those dates are.</para>\r
 </listitem>\r
 </itemizedlist>\r
 \r
-\r
 </section>\r
 \r
 <section xml:id="yearend-sitka-procedure">\r