Re: [IUG] IUG Deleting fund codes

["THOMPSON Ty" <tyt at multcolib dot org>]

Elisabeth, before deleting fund codes, you need to be certain you don't
have any records (such as order records) remaining that have that fund
code.  If you delete a fund code, and there are records that have that
fund code remaining, it will affect your remaining funds. 

Ty Thompson
Assistant Manager
Collections and Technical Services 
Multnomah County Library
205 NE Russell
Portland, OR   97212
503.988.6209 (v)    503.988.5561 (f)

tyt at multcolib dot org


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Message: 4
Date: Tue, 6 May 2008 10:58:04 -0400
From: Elisabeth dot Umpleby at law dot uconn dot edu
Subject: [IUG] Deleting fund codes?
To: innopac at innopacusers dot org
Message-ID:
	
<OFFA513A9A dot B814F02B-ON85257441 dot 0051975F-85257441 dot 00518A7C at law dot uconn dot edu
>
	
Content-Type: text/plain; charset="US-ASCII"

Good Morning,

My library dramatically changed our fund code structure two years ago to

comply with the desires of Accounts Payable at the Mother Ship (aka main

campus). We've eliminated the majority of the fund codes we had to 
previously use, and are down to a select few. I'd like to delete those 
fund codes from the system as we'll never go back to them, they take up 
yards of space, and frankly I'm sick of looking at them. Has anyone ever

deleted fund codes on a grand scale before? Was it a nightmare, or worth

doing? And should I do it before or after fiscal close? 

Any help would be greatly appreciated,
Elisabeth

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Elisabeth Umpleby
Acquisitions/Serials Librarian and Systems Manager
University of Connecticut Law School Library
39 Elizabeth Street
Hartford, CT 06105
(860) 570-5007 voice
(860) 570-5036 fax
elisabeth dot umpleby at law dot uconn dot edu