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    Do overencumbrance rules apply to new order imports?

    • Article Type: Q&A
    • Product: Alma
    • Relevant for Installation Type: Dedicated-Direct; Direct

    Question

    Do overencumbrance rules in ledger and fund records apply when importing new orders?

    Answer

    Alma will take overencumbrance and overexpenditure rules into account when order records are imported using a New Order import profile.
    The Purchase Order (PO) lines will be created with a Review status including the error message: "Mandatory information is missing or erroneous."
    Manually enter the Material Supplier and Fund information when reviewing the PO Line before resubmitting.

    Category: Acquisitions

    Subject: Ordering


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