This page gives instructions for moving funds in Alma. For working with funds and ledgers in Alma see Managing Funds and Ledgers. For an overview of working with acquisitions in Alma, including links to relevant sections such as Invoicing, Working with Orders/PO Lines, Renewals, Configuration, etc., see Introduction to Acquisitions.
- Fund Manager
- On the Funds Transfer page, in the Fund to relocate field, select a source fund.
Alternatively, on the Funds and Ledgers page, select Move fund beneath the specific fund that you want to relocate. In this case, the Fund to relocate field is pre-populated.
- In the Target ledger/summary fund field, select a target fund..
- Select Add Fund Relocation and select Confirm in the confirmation dialog box. The relocated fund with its new location and old location appears at the bottom of the Funds Transfer page.