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    How to batch release encumbrances?

    • Article Type: General
    • Product: Alma

    Desired Outcome Goal:
    To batch release encumbrances that were mistakenly left in place when payments were posted, for example.

    Procedure:
    1. Create an itemized set of the affected POLs. In order to do so you can either search in Alma for e.g. all PO lines from a fund, save the query and then change the set to "itemized" OR you can create an Analytics report and use this report to built the set.
    2. Go to Admin > Run a Job.
    3. Select the 'Update PO Lines transactions' job.
    4. Select your set.
    5. Check the two boxes on the 'Release Remaining Encumbrance' row.
    6. Select Next
    7. Select Submit

     


    • Article last edited: 31-Jul-2018