TABLE OF CONTENTS
A fund identifies a sum of money which can be used to pay for services or materials being acquired by a library. Each fund has a master fund record, which contains constant information about the fund (address, fund levels, etc.), and a fund cycle record which contains information about the fund for a certain fiscal year (budget amount, encumbrance and expenditure allowed, etc.). You must have login acquisitions maintenance privileges for a library in order to add a new fund for that library.
Add Fund Wizard Properties
The Add Fund wizard “Set Properties” window contains a “Defaults” tab. To access this wizard’s properties, right-click on the wizard.
Using the Add Fund Wizard
Fund Information Tab
Fund Cycle Information Tab
*Note about Library authorization: The WYLD office can create a library authorization policy which limits access to a particular fund for ordering new materials to a certain library or group of libraries.
Extended Information Tab
Audit Trail Tab
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