After the rollover you should restart Acquisitions and then check a sample of the new year’s funds in Enquiry > Acquisitions > Fund or in Maintenance > Acquisitions > Fund to ensure that they have the appropriate budgets, start and end dates and an appropriate status, e.g. "Active" or "Commitment only".

You can amend any details that are not correct for an individual fund (status, budget) at any time after the rollover using the Fund Manager.

All fund patterns, allocation patterns and order templates which were linked to the rolled over fund are automatically linked to the new one.

If you have transferred orders between funds, then you should check some of the sample orders that you noted before the rollover to ensure that the order has been assigned to the new funds. You can see from the Commitment Log that the order was transferred between funds as part of the rollover process.

If you have re-used an existing fund control then you will see changes in confirmed status orders but also in fully invoiced and paid orders and in part-filled orders.

You can also re-run your fund summary to see the changes in the fund commitments, if you have transferred commitment as part of the rollover process.