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    How to Run the Update PO Line Transactions Job

    • Article Type: General
    • Product: Alma

    Desired Outcome Goal:
    To modify PO line (POL) allocation between funds. For example, if you want to change the fund of POL to another fund.

    Procedure:
    A POL set is required to run the Update PO Line Transactions.
    To create a POL set
    *Alma>Acquisitions>Advanced Tools>Manage Sets
    *Click Add Set and select Logical.
    *Enter the Set Name, optional Description Status should be Active click on Next.
    *Enter the search criteria. For example, by Fund Code and status Waiting for Renewal, then click on Go.
    *Click on Save. The POL set is now saved and ready to be used in the Update PO Line Transactions job.

    To run the Update PO Line Transactions job
    *Alma>Administration>Manage Jobs>Run a Job.
    *Filter by Type= Update PO Line Transactions.
    *Select Update PO Line Transactions job and click on Next.
    *Select your set and click on Next.
    *Enter the parameters.
    -For example, select the Fund and Percent is 100.00
    *Click on Next.
    *Select to run As Soon as Possible
    *Click on Next.
    *Review and Confirm.
    *Click on Submit.
    The job will run.
    *Click on Refresh.
    Once complete, the job will be in the History tab.
    *Click on Actions>Report to see the job report.

    Additional Information

    See attached document for screenshots as well as procedure.

    See online Help -
    PO Line Sets and Processes : Performing Global Changes on PO Lines
    and
    PO Line Sets and Processes : Performing an Advanced Search and Creating PO Line Sets

    Attachment

    Attached file