acq:troubleshooting
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acq:troubleshooting [2019/10/17 12:53] – tlittle | acq:troubleshooting [2021/04/30 14:45] – [Undeleting Bibs to Activate Purchase Order] tlittle | ||
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==== Budget Cut ==== | ==== Budget Cut ==== | ||
- | It is sometimes the case that after you have allocated your monies from your funding sources to your funds, your funding is cut and you need to decrease | + | It is sometimes the case that after you have allocated your monies from your funding sources to your funds, your funding is cut and you need to decrease |
Because we cannot remove money completely from the system (money is always tracked somewhere, it can't just disappear), it is a good idea to create a fund each year called REMOVE-MONEY or FUNDS-CUT, etc. Once you know how much you need to remove from each of your funds, **[[acq: | Because we cannot remove money completely from the system (money is always tracked somewhere, it can't just disappear), it is a good idea to create a fund each year called REMOVE-MONEY or FUNDS-CUT, etc. Once you know how much you need to remove from each of your funds, **[[acq: | ||
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+ | It is a good idea to include an explanation or some sort of info in the Note field when you do the transfer, so that you understand later why the money was transferred. | ||
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+ | This way the balance of your fund decreases to the appropriate amount, and there is a record of where the money has gone. | ||
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===== Purchase Orders ===== | ===== Purchase Orders ===== | ||
- | ==== PO activation fails ==== | + | ==== PO activation fails when funds past limit ==== |
If you activate your purchase order, bibs and copies load, and then you receive the error that one or more funds are past their warning limit and the order __remains unactivated__. You may change the funds that you are using, and to activate the order you choose " | If you activate your purchase order, bibs and copies load, and then you receive the error that one or more funds are past their warning limit and the order __remains unactivated__. You may change the funds that you are using, and to activate the order you choose " | ||
+ | ==== Undeleting Bibs to Activate Purchase Order ==== | ||
+ | If your lineitem has had its bib deleted from underneath it, you will need to undelete the bib record so you can activate your purchase order. | ||
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+ | <note important> | ||
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+ | 1. Pull up the bib record using either the Record ID or the TCN. | ||
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+ | 2. You can confirm that the bib is indeed deleted by checking the Record Summary at the top of the bib record. | ||
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+ | {{: | ||
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+ | 3. If the bib is indeed marked deleted, go to to the **Marc Edit** tab. | ||
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+ | 4. On the right side of the screen, there' | ||
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+ | {{: | ||
+ | 5. Click that button. It will ask you to confirm if you want to undelete, so click Confirm/ | ||
acq/troubleshooting.txt · Last modified: 2024/03/08 20:45 by tlittle