Note on the behaviour of holds in relation to cancelling line items added.
[sitka/doc/acquisitions.git] / admin / admin-acq-funds.xml
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16b35757
RJ
1<?xml version='1.0' encoding='UTF-8'?>
2<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"
3 xml:lang="EN" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="admin-acq-funds">
4 <info>
5 <title>Funds and Fund Tags</title>
6 <legalnotice>
7 <para><emphasis role="bold">Adapted with permission from original material by the <link
8 xlink:title="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=administration_functions_in_the_acquistions_module_ev.pdf"
9 xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=administration_functions_in_the_acquistions_module_ev.pdf">Evergreen
10 Community</link></emphasis></para>
11 </legalnotice>
12
13
14
15 <abstract>
16 <para>The Acquisitions Module in Evergreen requires administrative set up before it can be used by staff.</para>
17<para>This chapter covers those pieces of the acquisitions module that must be in place before the module is useable by acquisitions staff, including funding, providers,
18 and permissions. This chapter also includes information on best practices that prevent conflicts in the Evergreen between the Sitka libraries using Acquisitions.</para>
19<para>This chapter is ordered is such a way as to facilitate an initial set up of the administrative portion of Acquisitions in Evergreen.</para></abstract>
20
21
22 </info>
23
24<section xml:id="acq-admin-fund-placeholder">
25</section>
26
27
28
29<section xml:id="funds-acq">
30<title>Funds</title>
31<para>Funds allow you to allocate credits toward specific purchases. In the funds interface, you can create funds; allocate credits from funding sources
32to funds; transfer money between funds; and apply fund tags to funds.</para>
33
34<para>Funds are created for a specific year, either fiscal or calendar. These funds are owned by organizational units. Library systems with multiple branches can set a
35contextual organizational unit and year at the top of the funds interface. The drop down menus at the top of the screen enable you to focus on funds that are owned by specific branches
36during specific years.</para>
37
38<para><link linkend="create-fund">Create a Fund</link></para>
39<para><link linkend="edit-fund">Edit a Fund</link></para>
40<para><link linkend="allocate-credit-funds">Allocate Credit to Funds - Fund Interface</link></para>
41<para><link linkend="transfer-credit">Transfer Credits Between Funds</link></para>
42<para><link linkend="transfer-credit-exchange">Transfer Credit Between Funds using Different Currencies</link></para>
43<para><link linkend="track-balances-expenditures">Track Balances and Expenditures</link></para>
44
45<simplesect xml:id="create-fund">
46<title>Create a Fund</title>
47
48<para>You will want to create a fund for each separate collection your library has. Multi-branch systems may want to create two tiers of funds. The upper tier of
49funds will be either the master collection funds or a master fund for each branch, depending on how your funds are divided. The lower tier of funds will be the
50funds for individual collections at each branch.</para>
51
52<procedure>
53<step>
54<informalfigure>
55<para>Select <menuchoice><guimenu>Admin</guimenu>
56<guisubmenu>Server Administration</guisubmenu>
57<guisubmenu>Acquisitions</guisubmenu>
58<guimenuitem>Funds</guimenuitem>.</menuchoice></para>
59<para><mediaobject>
60<alt>screenshot of funds</alt>
61
62<imageobject>
63<imagedata fileref="media/create-fund-1.png" scalefit="0"></imagedata>
64</imageobject>
65</mediaobject></para>
66</informalfigure>
67</step>
68
69<step>
70<informalfigure>
71<para>Click <guibutton>New Fund</guibutton>.</para>
72<para><mediaobject>
73<alt>screenshot of funds</alt>
74
75<imageobject>
76<imagedata fileref="media/create-fund-2.png" scalefit="0"></imagedata>
77</imageobject>
78</mediaobject></para>
79</informalfigure>
80</step>
81
82<step>
83<informalfigure>
84<para>Fill in the fields.</para>
85<para><mediaobject>
86<alt>screenshot of funds</alt>
87
88<imageobject>
89<imagedata fileref="media/create-fund-3.png" scalefit="0"></imagedata>
90</imageobject>
91</mediaobject></para>
92</informalfigure>
93
94<itemizedlist>
95<listitem>
96<para>Enter a <guilabel>Name</guilabel> for the fund. There is no limit to the number of characters that can be entered in this field.</para>
97</listitem>
98<listitem>
99<para>Create a unique <guilabel>Code</guilabel> for the fund. There is no limit to the number of characters that can be entered in this field.</para>
100</listitem>
101<listitem>
102<para>Enter a year for the fund. This can be a fiscal year or a calendar year. The format of the year is YYYY.</para>
103</listitem>
104<listitem>
105<para>Select an org unit from the drop down menu. The org unit indicates the organizational unit(s) whose staff can use this fund.</para>
106</listitem>
107<listitem>
108<para>Select a <guilabel>Currency Type</guilabel> from the drop down menu. When a fund is applied to a line item or copy the price of the item will be encumbered in the currency
109associated with the fund.</para>
110</listitem>
111<listitem>
112<para>Check the <guilabel>Active</guilabel> box to activate this fund. You cannot make purchases from an inactive fund.</para>
113</listitem>
114<listitem>
115<para>Enter a <guilabel>Balance Stop Percent</guilabel>. The balance stop percent prevents you from making purchases when only a specified amount of the fund
116remains. For example, if you want the fund to stop purchases after 95% of the fund has been spent, then you would enter <userinput>95</userinput> in the field.
117When the fund reaches its <guilabel>Balance Stop Percent</guilabel>, it will appear in red when you apply funds to copies.</para>
118
119<para>If this field is left blank it is possible to overspend the fund.</para>
120</listitem>
121<listitem>
122<para>Enter a <guilabel>Balance Warning Percent</guilabel>. The balance warning percent gives you a warning that the fund is low. You can specify any percent.
123For example, if you want to be warned when 90% of the fund has been spent, then you would enter <userinput>90</userinput> in the field.
124When the fund reaches its <guilabel>Balance Warning Percent</guilabel>, it will appear in yellow when you apply funds to copies.(2 votes so far for this wording)</para>
125</listitem>
126<listitem>
127<para>Check the <guilabel>Propagate</guilabel> box to propagate funds. When you propagate a fund, Evergreen will create a new fund for the following fiscal year with
128the same parameters as your current fund. All of the settings transfer except for the year and the amount of money in the fund. Propagation occurs during the
129fiscal year close-out operation.</para>
130</listitem>
131<listitem>
132<para>Check the <guilabel>Rollover</guilabel> box if you would like to roll over remaining funds during the fiscal year close-out operation into the same fund
133for the next year.</para>
134</listitem>
135</itemizedlist>
136</step>
137
138<step>
139<informalfigure>
140<para>Click <guibutton>Save</guibutton>.</para>
141<para><mediaobject>
142<alt>screenshot of funds</alt>
143
144<imageobject>
145<imagedata fileref="media/create-fund-4.png" scalefit="0"></imagedata>
146</imageobject>
147</mediaobject></para>
148</informalfigure>
149</step>
150</procedure>
151
152</simplesect>
153
154<simplesect xml:id="edit-fund">
155<title>Edit a Fund</title>
156
157<caution><para>Funds can be deleted by checking the box of the fund you wish to delete and clicking <guibutton>Delete Selected</guibutton>.</para>
158<para>A Fund can only be deleted if no credit has been allocated to it.</para></caution>
159
160<procedure>
161<step>
162<informalfigure>
163<para>Select <menuchoice><guimenu>Admin</guimenu>
164<guisubmenu>Server Administration</guisubmenu>
165<guisubmenu>Acquisitions</guisubmenu>
166<guimenuitem>Funds</guimenuitem></menuchoice>.</para>
167<para><mediaobject>
168<alt>screenshot of funds</alt>
169
170<imageobject>
171<imagedata fileref="media/create-fund-1.png" scalefit="0"></imagedata>
172</imageobject>
173</mediaobject></para>
174</informalfigure>
175</step>
176
177<step>
178<informalfigure>
179<para>Double-click on the row you would like to edit. A pop-up box will appear in which you can edit the fields.</para>
180<para><mediaobject>
181<alt>screenshot of funds</alt>
182
183<imageobject>
184<imagedata fileref="media/create-fund-4.png" scalefit="0"></imagedata>
185</imageobject>
186</mediaobject></para>
187</informalfigure>
188</step>
189
190<step>
191<informalfigure>
192<para>Make your changes and click <guibutton>Save</guibutton>.</para>
193<para><mediaobject>
194<alt>screenshot of funds</alt>
195
196<imageobject>
197<imagedata fileref="media/create-fund-5.png" scalefit="0"></imagedata>
198</imageobject>
199</mediaobject></para>
200</informalfigure>
201</step>
202
203</procedure>
204</simplesect>
205
206
207<simplesect xml:id="allocate-credit-funds">
208<title>Allocate Credit to Funds - Fund Interface</title>
209
210<para>Once you have set up your funds credit can be allocated to them, from your funding sources, in two ways:</para>
211
212<itemizedlist>
213<listitem><para><link linkend="allocate-credit-funding-source">Allocate Credit to Fund - Funding Source Interface</link></para>
214</listitem>
215<listitem><para>Allocate Credit to Fund - Fund Interface</para>
216</listitem>
217</itemizedlist>
218
219<para>To allocate credits using the Fund Interface:</para>
220
221<procedure>
222<step>
223<informalfigure>
224<para>Select <menuchoice><guimenu>Admin</guimenu>
225<guisubmenu>Server Administration</guisubmenu>
226<guisubmenu>Acquisitions</guisubmenu>
227<guimenuitem>Funds</guimenuitem>.</menuchoice></para>
228<para><mediaobject>
229<alt>screenshot of funds</alt>
230
231<imageobject>
232<imagedata fileref="media/create-fund-1.png" scalefit="0"></imagedata>
233</imageobject>
234</mediaobject></para>
235</informalfigure>
236</step>
237
238<step>
239<informalfigure>
240<para>Click the hyperlinked name of the fund. The <guilabel>Fund Details</guilabel> screen will appear.</para>
241<para><mediaobject>
242<alt>screenshot of funds</alt>
243
244<imageobject>
245<imagedata fileref="media/allocate-credit-fund-1.png" scalefit="0"></imagedata>
246</imageobject>
247</mediaobject></para>
248</informalfigure>
249</step>
250
251<step>
252<informalfigure>
253<para>Click <guibutton>Create Allocation</guibutton>.</para>
254<para><mediaobject>
255<alt>screenshot of funds</alt>
256
257<imageobject>
258<imagedata fileref="media/allocate-credit-fund-2.png" scalefit="0"></imagedata>
259</imageobject>
260</mediaobject></para>
261</informalfigure>
262</step>
263
264<step>
265<informalfigure>
266<para>Choose a funding source code from the drop down menu.</para>
267<para><mediaobject>
268<alt>screenshot of funds</alt>
269
270<imageobject>
271<imagedata fileref="media/allocate-credit-fund-3.png" scalefit="0"></imagedata>
272</imageobject>
273</mediaobject></para>
274</informalfigure>
275</step>
276
277<step>
278<para>Enter the amount you would like to apply to the fund from the funding source.</para>
279</step>
280
281<step>
282<para>Enter a note. This field is optional.</para>
283</step>
284
285<step>
286<informalfigure>
287<para>Click <guibutton>Apply</guibutton>.</para>
288<para><mediaobject>
289<alt>screenshot of funds</alt>
290
291<imageobject>
292<imagedata fileref="media/allocate-credit-fund-4.png" scalefit="0"></imagedata>
293</imageobject>
294</mediaobject></para>
295</informalfigure>
296</step>
297</procedure>
298
299</simplesect>
300
301<simplesect xml:id="transfer-credit">
302<title>Transfer Credit Between Funds</title>
303
304<para>The credits that you allocate to funds can be transferred between funds if desired. The system tracks these transfers.</para>
305
306<procedure>
307<step>
308<informalfigure>
309<para>Select <menuchoice><guimenu>Admin</guimenu>
310<guisubmenu>Server Administration</guisubmenu>
311<guisubmenu>Acquisitions</guisubmenu>
312<guimenuitem>Funds</guimenuitem></menuchoice>.</para>
313<para><mediaobject>
314<alt>screenshot of funds</alt>
315
316<imageobject>
317<imagedata fileref="media/create-fund-1.png" scalefit="0"></imagedata>
318</imageobject>
319</mediaobject></para>
320</informalfigure>
321</step>
322
323<step>
324<informalfigure>
325<para>Click the hyperlinked name of the originating fund. The <guilabel>Fund Details</guilabel> screen will appear.</para>
326<para><mediaobject>
327<alt>screenshot of funds</alt>
328
329<imageobject>
330<imagedata fileref="media/track-balance-fund-11.png" scalefit="0"></imagedata>
331</imageobject>
332</mediaobject></para>
333</informalfigure>
334</step>
335
336<step>
337<informalfigure>
338<para>Click <guibutton>Transfer Money</guibutton>.</para>
339<para><mediaobject>
340<alt>screenshot of funds</alt>
341
342<imageobject>
343<imagedata fileref="media/transfer-credit-fund-11.png" scalefit="0"></imagedata>
344</imageobject>
345</mediaobject></para>
346</informalfigure>
347</step>
348
349<step>
350<informalfigure>
351<para>Enter the amount you would like to transfer.</para>
352<para><mediaobject>
353<alt>screenshot of funds</alt>
354
355<imageobject>
356<imagedata fileref="media/transfer-credit-fund-2.png" scalefit="0"></imagedata>
357</imageobject>
358</mediaobject></para>
359</informalfigure>
360</step>
361
362<step>
363<para>From the drop down menu, select the code of the destination fund.</para>
364</step>
365
366<step>
367<para>Add a note. This field is optional.</para>
368</step>
369
370<step>
371<informalfigure>
372<para>Click <guibutton>Transfer</guibutton>.</para>
373<para><mediaobject>
374<alt>screenshot of funds</alt>
375
376<imageobject>
377<imagedata fileref="media/transfer-credit-fund-3.png" scalefit="0"></imagedata>
378</imageobject>
379</mediaobject></para>
380</informalfigure>
381</step>
382
383<step>
384<informalfigure>
385<para>Click <guibutton>OK</guibutton> to the pop that appears to confirm that you are ready to commit the transfer.</para>
386<para><mediaobject>
387<alt>screenshot of funds</alt>
388
389<imageobject>
390<imagedata fileref="media/transfer-credit-fund-4.png" scalefit="0"></imagedata>
391</imageobject>
392</mediaobject></para>
393</informalfigure>
394</step>
395</procedure>
396
397</simplesect>
398
399<simplesect xml:id="transfer-credit-exchange">
400<title>Transfer Credit Between Funds using Different Currencies</title>
401<para>There are two ways to handle transfers between funds using different currency types. You can either specify the originating amount or you can specify
402the destination amount.</para>
403
404<caution><para>DO NOT USE. This feature currently has a bug and does not transfer using the correct exchange rates.</para></caution>
405
406<procedure>
407<step>
408<informalfigure>
409<para>Select <menuchoice><guimenu>Admin</guimenu>
410<guisubmenu>Server Administration</guisubmenu>
411<guisubmenu>Acquisitions</guisubmenu>
412<guimenuitem>Funds</guimenuitem></menuchoice>.</para>
413<para><mediaobject>
414<alt>screenshot of funds</alt>
415
416<imageobject>
417<imagedata fileref="media/create-fund-1.png" scalefit="0"></imagedata>
418</imageobject>
419</mediaobject></para>
420</informalfigure>
421</step>
422
423<step>
424<informalfigure>
425<para>Click the hyperlinked name of the originating fund. The <guilabel>Fund Details</guilabel> screen will appear.</para>
426<para><mediaobject>
427<alt>screenshot of funds</alt>
428
429<imageobject>
430<imagedata fileref="media/transfer-credit-exchange-1.png" scalefit="0"></imagedata>
431</imageobject>
432</mediaobject></para>
433</informalfigure>
434</step>
435
436<step>
437<informalfigure>
438<para>Click <guibutton>Transfer Money</guibutton>.</para>
439<para><mediaobject>
440<alt>screenshot of funds</alt>
441
442<imageobject>
443<imagedata fileref="media/transfer-credit-exchange-2.png" scalefit="0"></imagedata>
444</imageobject>
445</mediaobject></para>
446</informalfigure>
447</step>
448
449<step>
450<informalfigure>
451<para>From the drop down menu, select the code of the destination fund. If the destination fund uses a different currency than the source fund the display will expand
452to show new fields.</para>
453<para><mediaobject>
454<alt>screenshot of funds</alt>
455
456<imageobject>
457<imagedata fileref="media/transfer-credit-exchange-3.png" scalefit="0"></imagedata>
458</imageobject>
459</mediaobject></para>
460</informalfigure>
461</step>
462
463<step>
464<para>If <guilabel>Same as source amount?</guilabel> is checked the system will take the source amount out of the originating fund and use the exchange rate
465to determine the correct amount to deposit in the destination fund.</para>
466<informalfigure>
467<para>For example, you wish to transfer $100 USD into a Canadian fund. You enter 100 as the <guilabel>Source amount</guilabel>, leave
468<guilabel>Same as Source amount?</guilabel> checked, and click <guibutton>Transfer</guibutton>. The system uses the exchange rate of 0.96% to deposit $96 CAD
469into your destination fund.</para>
470<para><mediaobject>
471<alt>screenshot of funds</alt>
472
473<imageobject>
474<imagedata fileref="media/transfer-credit-exchange-11a.png" scalefit="0"></imagedata>
475</imageobject>
476</mediaobject></para>
477</informalfigure>
478
479<para>If <guilabel>Same as source amount?</guilabel> is un-checked the system requires you to enter both the <guilabel>Source amount</guilabel> and the
480<guilabel>Destination amount</guilabel>.</para>
481<informalfigure>
482<para>For example, you wish to have $100 CAD transfer into your Canadian fund from an American Fund. You enter 104 as the <guilabel>Source amount</guilabel>,
483un-check <guilabel>Same as Source amount?</guilabel>, enter 100 as your <guilabel>Destination amount</guilabel> and click <guibutton>Transfer</guibutton>.</para>
484<para><mediaobject>
485<alt>screenshot of funds</alt>
486
487<imageobject>
488<imagedata fileref="media/transfer-credit-exchange-11b.png" scalefit="0"></imagedata>
489</imageobject>
490</mediaobject></para>
491</informalfigure>
492</step>
493
494<step>
495<informalfigure>
496<para>Click <guibutton>OK</guibutton> to the pop that appears to confirm that you are ready to commit the transfer.</para>
497<para><mediaobject>
498<alt>screenshot of funds</alt>
499
500<imageobject>
501<imagedata fileref="media/transfer-credit-fund-4.png" scalefit="0"></imagedata>
502</imageobject>
503</mediaobject></para>
504</informalfigure>
505</step>
506
507</procedure>
508
509</simplesect>
510
511<simplesect xml:id="track-balances-expenditures">
512<title>Track Balances and Expenditures</title>
513
514<para>The Fund Details screen allows you to track a fund's balance, encumbrances, and amount spent. It allows you to track allocations from the
515funding source(s), debits, and fund tags.</para>
516
517<procedure>
518<step>
519<informalfigure>
520<para>Select <menuchoice><guimenu>Admin</guimenu>
521<guisubmenu>Server Administration</guisubmenu>
522<guisubmenu>Acquisitions</guisubmenu>
523<guimenuitem>Funds</guimenuitem></menuchoice>.</para>
524<para><mediaobject>
525<alt>screenshot of funds</alt>
526
527<imageobject>
528<imagedata fileref="media/create-fund-1.png" scalefit="0"></imagedata>
529</imageobject>
530</mediaobject></para>
531</informalfigure>
532</step>
533
534<step>
535<informalfigure>
536<para>Click the hyperlinked name of fund you would like to view. The <guilabel>Fund Details</guilabel> screen will appear.</para>
537<para><mediaobject>
538<alt>screenshot of funds</alt>
539
540<imageobject>
541<imagedata fileref="media/track-balance-fund-11.png" scalefit="0"></imagedata>
542</imageobject>
543</mediaobject></para>
544</informalfigure>
545</step>
546
547<step>
548<informalfigure>
549<para>The <guilabel>Summary</guilabel> tab allows you to track the following:</para>
550
551<itemizedlist>
552<listitem>
553<para>Balance - The balance is calculated by subtracting both spent and encumbered funds from the total allocated to the fund.</para>
554</listitem>
555<listitem>
556<para>Total Allocated - This amount is the total monies allocated from the Funding Source(s).</para>
557</listitem>
558<listitem>
559<para>Spent Balance - This balance is calculated by subtracting only the funds that been invoiced, and so spent, from the total allocated to the fund. It does not
560included encumbrances.</para>
561</listitem>
562<listitem>
563<para>Total Debits - The total debits are calculated by adding together the total spent and total encumbered.</para>
564</listitem>
565<listitem>
566<para>Total Spent - The total spent is calculated by adding the cost of all items that have been invoiced. It does not include encumbrances.</para>
567</listitem>
568<listitem>
569<para>Total Encumbered - The total encumbered is calculated by adding all the encumbrances. It does not include items that have been invoiced.</para>
570</listitem>
571</itemizedlist>
572<caution><para>This feature has a bug and may not display properly at present.</para></caution>
573<para><mediaobject>
574<alt>screenshot of funds</alt>
575
576<imageobject>
577<imagedata fileref="media/track-debit-fund-1.png" scalefit="0"></imagedata>
578</imageobject>
579</mediaobject></para>
580</informalfigure>
581</step>
582
583<step>
584<informalfigure>
585<para>The <guilabel>Allocations</guilabel> tab allows you to track credit allocated from funding sources, transfers to other funds, and transfers from other funds.</para>
586<para><mediaobject>
587<alt>screenshot of funds</alt>
588
589<imageobject>
590<imagedata fileref="media/track-debit-fund-2.png" scalefit="0"></imagedata>
591</imageobject>
592</mediaobject></para>
593</informalfigure>
594</step>
595
596<step>
597<informalfigure>
598<para>The <guilabel>Debits</guilabel> tab allows you to track all purchase made and monies encumbered against the fund.</para>
599<para><mediaobject>
600<alt>screenshot of funds</alt>
601
602<imageobject>
603<imagedata fileref="media/track-debit-fund-3.png" scalefit="0"></imagedata>
604</imageobject>
605</mediaobject></para>
606</informalfigure>
607</step>
608
609<step>
610<informalfigure>
611<para>The <guilabel>Tags</guilabel> tab allows you to add and delete fund tags. See <link linkend="fund-tags">Fund Tags</link> for more information.</para>
612<para><mediaobject>
613<alt>screenshot of funds</alt>
614
615<imageobject>
616<imagedata fileref="media/track-debit-fund-4.png" scalefit="0"></imagedata>
617</imageobject>
618</mediaobject></para>
619</informalfigure>
620</step>
621</procedure>
622
623</simplesect>
624
625</section>
626
627<section xml:id="fund-tags">
628<title>Fund Tags</title>
629
630 <para>You can apply tags to funds to allow you to group funds for easy reporting. For example you could create a Fiction tag and add the tag to all your
631fiction funds: Adult Fiction, Young Adult Fiction, and Children's Fiction. You are then able to run reports that include all fiction funds, rather than only reports
632on each separate fund.</para>
633
634<para><link linkend="create-fund-tag">Create a Fund Tag</link></para>
635<para><link linkend="add-fund-tag">Add a Fund Tag</link></para>
636<para><link linkend="delete-fund-tag">Delete a Fund Tag</link></para>
637
638<simplesect xml:id="create-fund-tag">
639 <title>Create a Fund Tag</title>
640
641<procedure>
642<step>
643<informalfigure>
644<para>Select <menuchoice><guimenu>Admin</guimenu>
645<guisubmenu>Server Administration</guisubmenu>
646<guisubmenu>Acquisitions</guisubmenu>
647<guimenuitem>Fund Tags</guimenuitem></menuchoice>.</para>
648<para><mediaobject>
649<alt>screenshot of fund tags</alt>
650
651<imageobject>
652<imagedata fileref="media/fund-tags-1.png" scalefit="0"></imagedata>
653</imageobject>
654</mediaobject></para>
655</informalfigure>
656</step>
657
658<step>
659<informalfigure>
660<para>Click <guibutton>New Fund Tag</guibutton>.</para>
661<para><mediaobject>
662<alt>screenshot of fund tags</alt>
663
664<imageobject>
665<imagedata fileref="media/fund-tags-2.png" scalefit="0"></imagedata>
666</imageobject>
667</mediaobject></para>
668</informalfigure>
669</step>
670
671<step>
672<informalfigure>
673<para>Select a <guilabel>Fund Tag Owner</guilabel> from the drop down menu. The owner indicates the organizational unit(s) whose staff can use this fund tag.</para>
674<para><mediaobject>
675<alt>screenshot of fund tags</alt>
676
677<imageobject>
678<imagedata fileref="media/fund-tags-3.png" scalefit="0"></imagedata>
679</imageobject>
680</mediaobject></para>
681</informalfigure>
682</step>
683
684<step>
685<para>Enter a <guilabel>Fund Tag Name</guilabel>. There is no limit to the number of characters that can be entered in this field.</para>
686</step>
687
688<step>
689<informalfigure>
690<para>Click <guibutton>Save</guibutton>.</para>
691<para><mediaobject>
692<alt>screenshot of fund tags</alt>
693
694<imageobject>
695<imagedata fileref="media/fund-tags-4.png" scalefit="0"></imagedata>
696</imageobject>
697</mediaobject></para>
698</informalfigure>
699</step>
700</procedure>
701</simplesect>
702
703<simplesect xml:id="add-fund-tag">
704<title>Add a Fund Tag</title>
705
706<procedure>
707<step>
708<informalfigure>
709<para>Select <menuchoice><guimenu>Admin</guimenu>
710<guisubmenu>Server Administration</guisubmenu>
711<guisubmenu>Acquisitions</guisubmenu>
712<guimenuitem>Funds</guimenuitem></menuchoice>.</para>
713<para><mediaobject>
714<alt>screenshot of fund tags</alt>
715
716<imageobject>
717<imagedata fileref="media/create-fund-1.png" scalefit="0"></imagedata>
718</imageobject>
719</mediaobject></para>
720</informalfigure>
721</step>
722
723<step>
724<informalfigure>
725<para>Click the hyperlinked name of fund you would like to add a tag to. The <guilabel>Fund Details</guilabel> screen will appear.</para>
726<para><mediaobject>
727<alt>screenshot of fund tags</alt>
728
729<imageobject>
730<imagedata fileref="media/track-balance-fund-11.png" scalefit="0"></imagedata>
731</imageobject>
732</mediaobject></para>
733</informalfigure>
734</step>
735
736<step>
737<informalfigure>
738<para>Click on the <guilabel>Tags</guilabel> tab.</para>
739<para><mediaobject>
740<alt>screenshot of fund tags</alt>
741
742<imageobject>
743<imagedata fileref="media/add-fund-tag-3.png" scalefit="0"></imagedata>
744</imageobject>
745</mediaobject></para>
746</informalfigure>
747</step>
748
749<step>
750<informalfigure>
751<para>Click <guibutton>Add Tag</guibutton>.</para>
752<para><mediaobject>
753<alt>screenshot of fund tags</alt>
754
755<imageobject>
756<imagedata fileref="media/add-fund-tag-1.png" scalefit="0"></imagedata>
757</imageobject>
758</mediaobject></para>
759</informalfigure>
760</step>
761
762<step>
763<informalfigure>
764<para>Select the tag from the drop down menu and click <guibutton>Add</guibutton>.</para>
765<para><mediaobject>
766<alt>screenshot of fund tags</alt>
767
768<imageobject>
769<imagedata fileref="media/add-fund-tag-2.png" scalefit="0"></imagedata>
770</imageobject>
771</mediaobject></para>
772</informalfigure>
773</step>
774</procedure>
775
776</simplesect>
777
778<simplesect xml:id="delete-fund-tag">
779<title>Delete a Fund Tag</title>
780
781<procedure>
782<step>
783<informalfigure>
784<para>Select <menuchoice><guimenu>Admin</guimenu>
785<guisubmenu>Server Administration</guisubmenu>
786<guisubmenu>Acquisitions</guisubmenu>
787<guimenuitem>Funds</guimenuitem></menuchoice>.</para>
788<para><mediaobject>
789<alt>screenshot of fund tags</alt>
790
791<imageobject>
792<imagedata fileref="media/create-fund-1.png" scalefit="0"></imagedata>
793</imageobject>
794</mediaobject></para>
795</informalfigure>
796</step>
797
798<step>
799<informalfigure>
800<para>Click the hyperlinked name of fund you would like to delete a tag from. The <guilabel>Fund Details</guilabel> screen will appear.</para>
801<para><mediaobject>
802<alt>screenshot of fund tags</alt>
803
804<imageobject>
805<imagedata fileref="media/track-balance-fund-11.png" scalefit="0"></imagedata>
806</imageobject>
807</mediaobject></para>
808</informalfigure>
809</step>
810
811<step>
812<informalfigure>
813<para>Click on the <guilabel>Tags</guilabel> tab.</para>
814<para><mediaobject>
815<alt>screenshot of fund tags</alt>
816
817<imageobject>
818<imagedata fileref="media/add-fund-tag-3.png" scalefit="0"></imagedata>
819</imageobject>
820</mediaobject></para>
821</informalfigure>
822</step>
823
824<step>
825<informalfigure>
826<para>Click the blue <guibutton>X</guibutton> beside the tag you would like to delete.</para>
827<para><mediaobject>
828<alt>screenshot of fund tags</alt>
829
830<imageobject>
831<imagedata fileref="media/delete-fund-tag-1.png" scalefit="0"></imagedata>
832</imageobject>
833</mediaobject></para>
834</informalfigure>
835</step>
836
837<step>
838<informalfigure>
839<para>Click <guibutton>OK</guibutton> to the pop up.</para>
840<para><mediaobject>
841<alt>screenshot of fund tags</alt>
842
843<imageobject>
844<imagedata fileref="media/delete-fund-tag-2.png" scalefit="0"></imagedata>
845</imageobject>
846</mediaobject></para>
847</informalfigure>
848</step>
849</procedure>
850
851</simplesect>
852
853</section>
854
855</chapter>