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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


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


    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