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How to extend Fiscal Period for a ledger in Alma?

  • Article Type: General
  • Product: Alma

Desired Outcome Goal:
Extend Fiscal Period for a ledger

Procedure:
1. Go to a ledger > Summary Tab > Rules
2. Configure a grace period for a ledger, using the following ledger rules:
- Fiscal period end encumbrance grace period
- Fiscal period end expenditure grace period

Additional Information

See OLH> Acquisitions Infrastructure > Managing Funds and Ledgers > Adding a Ledger

The funds will inherit the grace period only if Overencumbrance and/or Overexpenditure rules drop downs = "yes."

Category: Acquisitions - Alma

Subject: Configuration - Alma


  • Article last edited: 4/10/2014