Acq Wishlist --> Fiscal Year setting that allows the library to define and run concurrently different fiscal year calendars

[Christine Burns]

Acquisitions

Wishlist

2.

Fiscal Year Development

Create a granular Fiscal Year setting that allows the library to define and run concurrently different fiscal year calendars.

The ability to set the fiscal year should be by fund and/or by funding source where inheritance is a choice.

Libraries may have individual concurrent year funding sources or funds where some require a January–December calendar fiscal year, others that require a September–August federal fiscal year, and still others that are July-June local government fiscal year.

[Jennifer Pringle (jpringle-u)]

In the web client there is now a field to specify a Fiscal Calendar for a library in Administration -> Server Administration -> Organizational Units.

Fiscal Calendars can be created in the database (not in the web client) but it appears that it's just the name that gets created and there's no way to tell Evergreen what period the fiscal calendar covers.

[Jennifer Pringle (jpringle-u)]

The above comment refer to EG 3.5

[Jennifer Pringle (jpringle-u)]

Fiscal years that span two calendar years should display as YYYY-YYYY rather than just YYYY

[Mary Llewellyn (mllewell)]

I agree with Jennifer about the two calendar years.

I would love to see the year field expanded to a true fiscal year to show 2021-2022 instead of a single year attempting to reflect a fiscal year. I have some libraries using the first half and most use the second half. It can get confusing, especially when I'm attempting to troubleshoot, and the libraries end up out of synch with each other.

[Tiffany Little (tslittle)]

See also bug 1962622 about displaying fiscal years that span two calendar years.