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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.

    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