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Information about setting up Funds from the Acquisition Task Force. There are some very good examples of setting up Funds in Alma, including creating funds for paying for CO negotiated resources.
Business - Database CO | 571ce | Allocated fund | Allocated fund | 06/30/2016 - 06/29/2017 | 71,264.42 USD |
- Acquisition Method – Purchase at Vendor System
- Add in renewal dates and Choose Order Now and GO
- Remember the POL#
- Look at Tasks for Electronic Resources – activation - unassigned
- Resource should be active and now create invoice
- (The following steps need to be clarified on how the CPO process and invoicing will work between SDLC/CO and libraries and if it will work)
- Create invoice from PO -be sure to write down PO number for this section
- Select the PO attached to the new e-resource
- Edit the Invoice once the PO has been added
- Edit the subscription date
- Save and Continue
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