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Home → Acquisitions in Evergreen → Acquisitions Year End → Year End Dry Run

7.2. Year End Dry Run

Last Updated 11/13/2023


Dry Run

Before running the Fiscal Year Close-out Operation, you can use the Dry Run function to test the parameters you plan to set and make sure they perform as expected.

  1. Navigate to the Fund Interface from the Acquisitions Administration splash page.
    The link to the Funds interface is the last choice in the middle column of links on the Acquisitions Admin splash page.
  2. Select your library system from the Context Org Unit drop-down menu.
    The Context Org drop down menu is at the top of the page, under the Funds heading.
  3. From the Year drop-down menu, choose the year for which you would like to perform the Fiscal Year Close-out Operation.

  4. Click Fund Propagation and Rollover.
    The Fund Propagation and Rollover button is the last button in the menu row.

  5. Check the boxes you will be selecting for your close-out.

  6. Check the check box for Dry Run.

  7. Click the Process button at the bottom of the Funds Propagation and Rollover box.

  8. Evergreen will temporarily create the new funds with details about the changes that will be made when the process runs.

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