To configure fund types, you must have the following role:
- Acquisitions Administrator
- General System Administrator
Fund types are for informational purposes only. You can define the fund types that you want to appear in the Summary Details page (the Funds tab) of funds. See Adding a Fund.
You configure fund types on the Fund Type code table (Configuration Menu > Acquisitions > General > Fund Types). For more information about code tables, see Code Tables.
Fund Type Code Table
You can add, edit, or delete fund types. You can enable or disable types, change their order, or set a fund type as the default.
The ResourceSharing fund type is required for assigning funds to a resource sharing borrowing request; see Borrowing Requests Associated with Funds.