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acq:troubleshooting [2019/10/17 12:53] tlittleacq: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 your available amount in your funds.+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 the available amount in your funds.
  
 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:funds#transfer_credit_between_funds|do a transfer]]** from the fund to be cut (e.g. BranchA-Fiction) to the REMOVE-MONEY fund. 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:funds#transfer_credit_between_funds|do a transfer]]** from the fund to be cut (e.g. BranchA-Fiction) to the REMOVE-MONEY fund.
 +
 +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.
 +
 +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 "Activate without loading bibs and copies". Otherwise you will create multiple acq barcodes in the system. If you have done this by accident, please submit a Helpdesk ticket to get the issue corrected. 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 "Activate without loading bibs and copies". Otherwise you will create multiple acq barcodes in the system. If you have done this by accident, please submit a Helpdesk ticket to get the issue corrected.
  
 +==== 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.
 +
 +<note important>You must have CAT1 permissions to undelete bib records.</note>
 +
 +1. Pull up the bib record using either the Record ID or the TCN.
 +
 +2. You can confirm that the bib is indeed deleted by checking the Record Summary at the top of the bib record.
 +
 +{{:acq:pasted:20210430-104523.png?direct}}
 +
 +3. If the bib is indeed marked deleted, go to to the **Marc Edit** tab.
 +
 +4. On the right side of the screen, there's a blue button that says "Undelete record."
 +
 +{{:acq:pasted:20210430-104355.png?direct}}
  
 +5. Click that button. It will ask you to confirm if you want to undelete, so click Confirm/Yes. The page will refresh and you'll notice there's no longer the red (Deleted) in the Record Summary.
  
  
  
  
acq/troubleshooting.txt · Last modified: 2024/03/08 20:45 by tlittle