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  • Requesting a Batch Change of Funding to a Set of Orders in Alma
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Background

  • The Alma job to change funding does not consider how orders are currently funded.
  • In addition, the change will be applied to all orders in the set.

What the job will do

  • If your orders are currently encumbered against a single fund (Fund A):

    • You can switch the encumbrance to a new fund → Fund A to Fund B
    • Or funds Fund A to Fund B 50% and Fund C 50%
      • Up to a limit of 5 → Fund A to Fund B 20%, Fund C 20%, Fund D 20%, Fund E 20%, and Fund F 20%

  • If your orders are currently encumbered against multiple funds (e.g., Fund A 50% and Fund B 50%):

    • You can switch the encumbrance to a new fund → Fund A 50% and Fund B 50% to Fund C 100%
    • Or funds → Fund A 50% and Fund B 50% to Fund C 50% and Fund D 50%
      • Up to a limit of 5 → Fund A 50% and Fund B 50% to Fund C 20%, Fund D 20%, Fund E 20%, Fund F 20%, and Fund G 20%

    • However, the job cannot be used to only change some of the encumbered funds in the orders:

      • e.g., If Fund A 33%, Fund B 33%, and Fund C 34%, then change Fund A to Fund D
      • Such cases require manual updates to the orders

Submitting a request

  • Create a set of POLs in Alma or an Excel file of orders that includes the POL number for each order
  • Create a ticket via the Alma Support Form
    • Include the name of the set or attach the Excel file
    • State the new fund(s) to associate with the orders (e.g., Change to 415.37861..565243.655015.0000.00000, or change to 415.37864..565055.651123.0000.00000 50% and 415.37864..565056.651123.0000.00000 50%)
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