Fix line endings on all XML files.
[sitka/doc/acquisitions.git] / admin / admin-acq-funding.xml
index 72b0392..263532b 100644 (file)
-<?xml version='1.0' encoding='UTF-8'?>
-<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"
-   xml:lang="EN" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="admin-acq-funding">
-   <info>
-      <title>Funding Sources</title>
-      <legalnotice>
-         <para><emphasis role="bold">Adapted with permission from original material by the <link
-                  xlink:title="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=administration_functions_in_the_acquistions_module_ev.pdf"
-                  xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=administration_functions_in_the_acquistions_module_ev.pdf">Evergreen
-                  Community</link></emphasis></para>
-      </legalnotice>
-      
-     
-
-      <abstract>
-         <para>Funding sources allow you to specify the sources that contribute monies to your fund(s), such as your municipal government.  You can create as 
-few or as many funding sources as you need..</para></abstract>
-      
-
-   </info>
-
-<section xml:id="acq-admin-funding-placeholder">
-</section>
-
-   <section xml:id="funding-sources">
-      <title>Funding Sources</title>
-      <para></para>
-
-<note><para>Funding sources are not tied to fiscal or calendar years, so you can continue to apply credits to the same funding source over multiple 
-years, e.g. City of Fiction.  Alternatively, you can name funding sources by year, e.g. City of Fiction 2011 and City of Fiction 2012, and apply credits each 
-year to the matching source.</para></note>
-
-<para><link linkend="create-funding-source">Create a Funding Source</link></para>
-<para><link linkend="edit-funding-source">Edit a Funding Source</link></para>
-<para><link linkend="apply-credit">Apply Credits to a Funding Source</link></para>
-<para><link linkend="allocate-credit-funding-source">Allocate Credits to Funds - Funding Source Interface</link></para>
-<para><link linkend="track-debit-credit">Track Debits and Credits</link></para>
-
-
-<simplesect xml:id="create-funding-source">
-<title>Create a Funding Source</title>
-
-<procedure>
-<step>
-<informalfigure>
-<para>Select <menuchoice><guimenu>Admin</guimenu>
-<guisubmenu>Server Administration</guisubmenu>
-<guisubmenu>Acquisitions</guisubmenu>
-<guimenuitem>Funding Sources</guimenuitem></menuchoice>.</para>
-<para><mediaobject>
-<alt>screenshot of funding sources</alt>
-
-<imageobject>
-<imagedata fileref="media/create-funding-1.png" scalefit="0"></imagedata>
-</imageobject>
-</mediaobject></para>
-</informalfigure>
-</step>
-
-<step>
-<informalfigure>
-<para>Click <guibutton>New Funding Source</guibutton>.</para>
-<para><mediaobject>
-<alt>screenshot of funding sources</alt>
-
-<imageobject>
-<imagedata fileref="media/create-funding-2.png" scalefit="0"></imagedata>
-</imageobject>
-</mediaobject></para>
-</informalfigure>
-</step>
-
-<step>
-<informalfigure>
-<para>Enter a <guilabel>Funding Source Name</guilabel>.  There is no limit to the number of characters that can be entered in this field.</para>
-<para><mediaobject>
-<alt>screenshot of funding sources</alt>
-
-<imageobject>
-<imagedata fileref="media/create-funding-3.png" scalefit="0"></imagedata>
-</imageobject>
-</mediaobject></para>
-</informalfigure>
-</step>
-
-<step>
-<para>Select an <guilabel>Owner</guilabel> from the drop down menu.  The owner indicates the organizational unit(s) whose staff can use this funding source.  
-If a multi-branch library system is made the owner of a funding source, then users with appropriate permissions at the branches can also use the funding source.</para>
-</step>
-
-<step>
-<para>Create a unique <guilabel>Code</guilabel> for the source.  There is no limit to the number of characters than can be entered in this field.</para>
-</step>
-
-<step>
-<para>Select a <guilabel>Currency</guilabel> from the drop down menu.</para>
-</step>
-
-<step>
-<informalfigure>
-<para>Click <guibutton>Save</guibutton>.</para>
-<para><mediaobject>
-<alt>screenshot of funding sources</alt>
-
-<imageobject>
-<imagedata fileref="media/create-funding-4.png" scalefit="0"></imagedata>
-</imageobject>
-</mediaobject></para>
-</informalfigure>
-</step>
-
-</procedure>
-</simplesect>
-
-<simplesect xml:id="edit-funding-source">
-<title>Edit a Funding Source</title>
-
-<note><para>While you are able to edit your funding source's name, owner, code, and currency, you are unable to edit the balance of your funding source.</para>
-<para>It is also possible to delete a funding source by checking the box of the funding source you wish to delete and clicking <guibutton>Delete Selected</guibutton>.</para>
-<para>A Funding Source can only be deleted if no credit has been applied to it.</para></note>
-
-<procedure>
-<step>
-<informalfigure>
-<para>Select <menuchoice><guimenu>Admin</guimenu>
-<guisubmenu>Server Administration</guisubmenu>
-<guisubmenu>Acquisitions</guisubmenu>
-<guimenuitem>Funding Sources</guimenuitem></menuchoice>.</para>
-<para><mediaobject>
-<alt>screenshot of funding sources</alt>
-
-<imageobject>
-<imagedata fileref="media/create-funding-1.png" scalefit="0"></imagedata>
-</imageobject>
-</mediaobject></para>
-</informalfigure>
-</step>
-
-<step>
-<informalfigure>
-<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>
-<para><mediaobject>
-<alt>screenshot of funding sources</alt>
-
-<imageobject>
-<imagedata fileref="media/edit-funding-1.png" scalefit="0"></imagedata>
-</imageobject>
-</mediaobject></para>
-</informalfigure>
-</step>
-
-<step>
-<informalfigure>
-<para>Make your changes and click <guibutton>Save</guibutton>.</para>
-<para><mediaobject>
-<alt>screenshot of funding sources</alt>
-
-<imageobject>
-<imagedata fileref="media/create-funding-4.png" scalefit="0"></imagedata>
-</imageobject>
-</mediaobject></para>
-</informalfigure>
-</step>
-</procedure>
-
-</simplesect>
-
-<simplesect xml:id="apply-credit">
-<title>Apply Credits to a Funding Source</title>
-
-<caution><para>Once a funding source has credit applied to it it cannot be deleted.  Ensure you apply the correct amount of credit to each funding source 
-as there is no way on the staff client to edit the amount applied.</para>
-<para>In the event that an incorrect amount is allocated to a funding source, please submit a ticket to Sitka Support that includes the name of the funding source and 
-the incorrect amount that has been allocated.</para></caution>
-
-<procedure>
-<step>
-<informalfigure>
-<para>Select <menuchoice><guimenu>Admin</guimenu>
-<guisubmenu>Server Administration</guisubmenu>
-<guisubmenu>Acquisitions</guisubmenu>
-<guimenuitem>Funding Sources</guimenuitem></menuchoice>.</para>
-<para><mediaobject>
-<alt>screenshot of funding sources</alt>
-
-<imageobject>
-<imagedata fileref="media/create-funding-1.png" scalefit="0"></imagedata>
-</imageobject>
-</mediaobject></para>
-</informalfigure>
-</step>
-
-<step>
-<informalfigure>
-<para>Click on the hyperlinked name of the funding source you would like to apply credit to.  This takes you to the <guilabel>Funding Source Details</guilabel> screen.</para>
-<para><mediaobject>
-<alt>screenshot of funding sources</alt>
-
-<imageobject>
-<imagedata fileref="media/edit-funding-1.png" scalefit="0"></imagedata>
-</imageobject>
-</mediaobject></para>
-</informalfigure>
-</step>
-
-<step>
-<informalfigure>
-<para>Click <guibutton>Apply Credit</guibutton>.</para>
-<para><mediaobject>
-<alt>screenshot of funding sources</alt>
-
-<imageobject>
-<imagedata fileref="media/apply-credit-funding-1a.png" scalefit="0"></imagedata>
-</imageobject>
-</mediaobject></para>
-</informalfigure>
-</step>
-
-<step>
-<para>Enter an amount to apply to this funding source.</para>
-</step>
-
-<step>
-<para>Enter a note.  This field is optional.</para>
-</step>
-
-<step>
-<informalfigure>
-<para>Click <guibutton>Apply</guibutton>.</para>
-<para><mediaobject>
-<alt>screenshot of funding sources</alt>
-
-<imageobject>
-<imagedata fileref="media/apply-credit-funding-4.png" scalefit="0"></imagedata>
-</imageobject>
-</mediaobject></para>
-</informalfigure>
-</step>
-
-<step>
-<para>The <guilabel>Summary</guilabel> tab will update to reflect the credit you applied.  The <guilabel>Credits</guilabel> tab will display all credits that have been 
-applied to the funding source.  You may need to click <guibutton>Reload</guibutton> to view the <guilabel>Credits</guilabel> tab.</para>
-</step>
-</procedure>
-
-</simplesect>
-
-<simplesect xml:id="allocate-credit-funding-source">
-<title>Allocate Credit to Funds - Funding Source Interface</title>
-
-<para>Once you have set up your funds, credit can be allocated to them from your funding sources in two ways:</para>
-
-<itemizedlist>
-<listitem><para>Allocate Credit to Fund - Funding Source Interface</para>
-</listitem>
-<listitem><para><link linkend="allocate-credit-funds">Allocate Credit to Fund - Fund Interface</link></para>
-</listitem>
-</itemizedlist>
-
-<para>To allocate credit using the Funding Source Interface:</para>
-
-<procedure>
-<step>
-<informalfigure>
-<para>Select <menuchoice><guimenu>Admin</guimenu>
-<guisubmenu>Server Administration</guisubmenu>
-<guisubmenu>Acquisitions</guisubmenu>
-<guimenuitem>Funding Sources</guimenuitem></menuchoice>.</para>
-<para><mediaobject>
-<alt>screenshot of funding sources</alt>
-
-<imageobject>
-<imagedata fileref="media/create-funding-1.png" scalefit="0"></imagedata>
-</imageobject>
-</mediaobject></para>
-</informalfigure>
-</step>
-
-<step>
-<informalfigure>
-<para>Click the hyperlinked name of the funding source.</para>
-<para><mediaobject>
-<alt>screenshot of funding sources</alt>
-
-<imageobject>
-<imagedata fileref="media/funding-source-funding-1.png" scalefit="0"></imagedata>
-</imageobject>
-</mediaobject></para>
-</informalfigure>
-</step>
-
-<step>
-<informalfigure>
-<para>Click <guibutton>Allocate to Fund</guibutton>.</para>
-<para><mediaobject>
-<alt>screenshot of funding sources</alt>
-
-<imageobject>
-<imagedata fileref="media/allocate-credit-funding-1.png" scalefit="0"></imagedata>
-</imageobject>
-</mediaobject></para>
-</informalfigure>
-</step>
-
-<step>
-<informalfigure>
-<para>From the <guilabel>Fund</guilabel> drop down menu, select the fund you would like to allocate credit to.</para>
-<para><mediaobject>
-<alt>screenshot of funding sources</alt>
-
-<imageobject>
-<imagedata fileref="media/allocate-credit-funding-2.png" scalefit="0"></imagedata>
-</imageobject>
-</mediaobject></para>
-</informalfigure>
-</step>
-
-<step>
-<para>Enter the amount that you would like to allocate.</para>
-</step>
-
-<step>
-<para>Enter a note. This field is optional.</para>
-</step>
-
-<step>
-<informalfigure>
-<para>Click <guibutton>Apply</guibutton>.</para>
-<para><mediaobject>
-<alt>screenshot of funding sources</alt>
-
-<imageobject>
-<imagedata fileref="media/allocate-credit-funding-3.png" scalefit="0"></imagedata>
-</imageobject>
-</mediaobject></para>
-</informalfigure>
-</step>
-</procedure>
-
-</simplesect>
-
-<simplesect xml:id="track-debit-credit">
-<title>Track Debits and Credits</title>
-
-<informalfigure>
-<para>You can track credits to and allocations from for each funding source through <guilabel>Summary</guilabel> tab on the <guilabel>Funding Source Details</guilabel> screen.</para>
-<para><mediaobject>
-<alt>screenshot of funding sources</alt>
-
-<imageobject>
-<imagedata fileref="media/track-debit-funding-1.png" scalefit="0"></imagedata>
-</imageobject>
-</mediaobject></para>
-</informalfigure>
-
-<informalfigure>  
-<para>The <guilabel>Credits</guilabel> tab tracks all credits applied to the funding source.  After applying credit you will need to click 
-<guibutton>Reload</guibutton> to view the <guilabel>Credits</guilabel> tab. </para>
-<para><mediaobject>
-<alt>screenshot of funding sources</alt>
-
-<imageobject>
-<imagedata fileref="media/track-debit-funding-2.png" scalefit="0"></imagedata>
-</imageobject>
-</mediaobject></para>
-</informalfigure>
-
-<informalfigure>
-<para>The <guilabel>Allocations</guilabel> tab tracks all allocations from the funding source to funds. After allocating to a fund you will need to click
-<guibutton>Reload</guibutton> to view the <guilabel>Allocations</guilabel> tab.</para>
-<para><mediaobject>
-<alt>screenshot of funding sources</alt>
-
-<imageobject>
-<imagedata fileref="media/track-debit-funding-3.png" scalefit="0"></imagedata>
-</imageobject>
-</mediaobject></para>
-</informalfigure>
-
-</simplesect>
-
-</section>
-
-
-   
-</chapter>
+<?xml version='1.0' encoding='UTF-8'?>\r
+<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"\r
+   xml:lang="EN" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="admin-acq-funding">\r
+   <info>\r
+      <title>Funding Sources</title>\r
+      <legalnotice>\r
+         <para><emphasis role="bold">Adapted with permission from original material by the <link\r
+                  xlink:title="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=administration_functions_in_the_acquistions_module_ev.pdf"\r
+                  xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=administration_functions_in_the_acquistions_module_ev.pdf">Evergreen\r
+                  Community</link></emphasis></para>\r
+      </legalnotice>\r
+      \r
+     \r
+\r
+      <abstract>\r
+         <para>Funding sources allow you to specify the sources that contribute monies to your fund(s), such as your municipal government.  You can create as \r
+few or as many funding sources as you need..</para></abstract>\r
+      \r
+\r
+   </info>\r
+\r
+<section xml:id="acq-admin-funding-placeholder">\r
+</section>\r
+\r
+   <section xml:id="funding-sources">\r
+      <title>Funding Sources</title>\r
+      <para></para>\r
+\r
+<note><para>Funding sources are not tied to fiscal or calendar years, so you can continue to apply credits to the same funding source over multiple \r
+years, e.g. City of Fiction.  Alternatively, you can name funding sources by year, e.g. City of Fiction 2011 and City of Fiction 2012, and apply credits each \r
+year to the matching source.</para></note>\r
+\r
+<para><link linkend="create-funding-source">Create a Funding Source</link></para>\r
+<para><link linkend="edit-funding-source">Edit a Funding Source</link></para>\r
+<para><link linkend="apply-credit">Apply Credits to a Funding Source</link></para>\r
+<para><link linkend="allocate-credit-funding-source">Allocate Credits to Funds - Funding Source Interface</link></para>\r
+<para><link linkend="track-debit-credit">Track Debits and Credits</link></para>\r
+\r
+\r
+<simplesect xml:id="create-funding-source">\r
+<title>Create a Funding Source</title>\r
+\r
+<procedure>\r
+<step>\r
+<informalfigure>\r
+<para>Select <menuchoice><guimenu>Admin</guimenu>\r
+<guisubmenu>Server Administration</guisubmenu>\r
+<guisubmenu>Acquisitions</guisubmenu>\r
+<guimenuitem>Funding Sources</guimenuitem></menuchoice>.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of funding sources</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/create-funding-1.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<informalfigure>\r
+<para>Click <guibutton>New Funding Source</guibutton>.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of funding sources</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/create-funding-2.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<informalfigure>\r
+<para>Enter a <guilabel>Funding Source Name</guilabel>.  There is no limit to the number of characters that can be entered in this field.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of funding sources</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/create-funding-3.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<para>Select an <guilabel>Owner</guilabel> from the drop down menu.  The owner indicates the organizational unit(s) whose staff can use this funding source.  \r
+If a multi-branch library system is made the owner of a funding source, then users with appropriate permissions at the branches can also use the funding source.</para>\r
+</step>\r
+\r
+<step>\r
+<para>Create a unique <guilabel>Code</guilabel> for the source.  There is no limit to the number of characters than can be entered in this field.</para>\r
+</step>\r
+\r
+<step>\r
+<para>Select a <guilabel>Currency</guilabel> from the drop down menu.</para>\r
+</step>\r
+\r
+<step>\r
+<informalfigure>\r
+<para>Click <guibutton>Save</guibutton>.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of funding sources</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/create-funding-4.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+</procedure>\r
+</simplesect>\r
+\r
+<simplesect xml:id="edit-funding-source">\r
+<title>Edit a Funding Source</title>\r
+\r
+<note><para>While you are able to edit your funding source's name, owner, code, and currency, you are unable to edit the balance of your funding source.</para>\r
+<para>It is also possible to delete a funding source by checking the box of the funding source you wish to delete and clicking <guibutton>Delete Selected</guibutton>.</para>\r
+<para>A Funding Source can only be deleted if no credit has been applied to it.</para></note>\r
+\r
+<procedure>\r
+<step>\r
+<informalfigure>\r
+<para>Select <menuchoice><guimenu>Admin</guimenu>\r
+<guisubmenu>Server Administration</guisubmenu>\r
+<guisubmenu>Acquisitions</guisubmenu>\r
+<guimenuitem>Funding Sources</guimenuitem></menuchoice>.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of funding sources</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/create-funding-1.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<informalfigure>\r
+<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>\r
+<para><mediaobject>\r
+<alt>screenshot of funding sources</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/edit-funding-1.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<informalfigure>\r
+<para>Make your changes and click <guibutton>Save</guibutton>.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of funding sources</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/create-funding-4.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+</procedure>\r
+\r
+</simplesect>\r
+\r
+<simplesect xml:id="apply-credit">\r
+<title>Apply Credits to a Funding Source</title>\r
+\r
+<caution><para>Once a funding source has credit applied to it it cannot be deleted.  Ensure you apply the correct amount of credit to each funding source \r
+as there is no way on the staff client to edit the amount applied.</para>\r
+<para>In the event that an incorrect amount is allocated to a funding source, please submit a ticket to Sitka Support that includes the name of the funding source and \r
+the incorrect amount that has been allocated.</para></caution>\r
+\r
+<procedure>\r
+<step>\r
+<informalfigure>\r
+<para>Select <menuchoice><guimenu>Admin</guimenu>\r
+<guisubmenu>Server Administration</guisubmenu>\r
+<guisubmenu>Acquisitions</guisubmenu>\r
+<guimenuitem>Funding Sources</guimenuitem></menuchoice>.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of funding sources</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/create-funding-1.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<informalfigure>\r
+<para>Click on the hyperlinked name of the funding source you would like to apply credit to.  This takes you to the <guilabel>Funding Source Details</guilabel> screen.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of funding sources</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/edit-funding-1.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<informalfigure>\r
+<para>Click <guibutton>Apply Credit</guibutton>.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of funding sources</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/apply-credit-funding-1a.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<para>Enter an amount to apply to this funding source.</para>\r
+</step>\r
+\r
+<step>\r
+<para>Enter a note.  This field is optional.</para>\r
+</step>\r
+\r
+<step>\r
+<informalfigure>\r
+<para>Click <guibutton>Apply</guibutton>.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of funding sources</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/apply-credit-funding-4.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<para>The <guilabel>Summary</guilabel> tab will update to reflect the credit you applied.  The <guilabel>Credits</guilabel> tab will display all credits that have been \r
+applied to the funding source.  You may need to click <guibutton>Reload</guibutton> to view the <guilabel>Credits</guilabel> tab.</para>\r
+</step>\r
+</procedure>\r
+\r
+</simplesect>\r
+\r
+<simplesect xml:id="allocate-credit-funding-source">\r
+<title>Allocate Credit to Funds - Funding Source Interface</title>\r
+\r
+<para>Once you have set up your funds, credit can be allocated to them from your funding sources in two ways:</para>\r
+\r
+<itemizedlist>\r
+<listitem><para>Allocate Credit to Fund - Funding Source Interface</para>\r
+</listitem>\r
+<listitem><para><link linkend="allocate-credit-funds">Allocate Credit to Fund - Fund Interface</link></para>\r
+</listitem>\r
+</itemizedlist>\r
+\r
+<para>To allocate credit using the Funding Source Interface:</para>\r
+\r
+<procedure>\r
+<step>\r
+<informalfigure>\r
+<para>Select <menuchoice><guimenu>Admin</guimenu>\r
+<guisubmenu>Server Administration</guisubmenu>\r
+<guisubmenu>Acquisitions</guisubmenu>\r
+<guimenuitem>Funding Sources</guimenuitem></menuchoice>.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of funding sources</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/create-funding-1.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<informalfigure>\r
+<para>Click the hyperlinked name of the funding source.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of funding sources</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/funding-source-funding-1.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<informalfigure>\r
+<para>Click <guibutton>Allocate to Fund</guibutton>.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of funding sources</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/allocate-credit-funding-1.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<informalfigure>\r
+<para>From the <guilabel>Fund</guilabel> drop down menu, select the fund you would like to allocate credit to.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of funding sources</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/allocate-credit-funding-2.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+\r
+<step>\r
+<para>Enter the amount that you would like to allocate.</para>\r
+</step>\r
+\r
+<step>\r
+<para>Enter a note. This field is optional.</para>\r
+</step>\r
+\r
+<step>\r
+<informalfigure>\r
+<para>Click <guibutton>Apply</guibutton>.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of funding sources</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/allocate-credit-funding-3.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+</step>\r
+</procedure>\r
+\r
+</simplesect>\r
+\r
+<simplesect xml:id="track-debit-credit">\r
+<title>Track Debits and Credits</title>\r
+\r
+<informalfigure>\r
+<para>You can track credits to and allocations from for each funding source through <guilabel>Summary</guilabel> tab on the <guilabel>Funding Source Details</guilabel> screen.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of funding sources</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/track-debit-funding-1.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+\r
+<informalfigure>  \r
+<para>The <guilabel>Credits</guilabel> tab tracks all credits applied to the funding source.  After applying credit you will need to click \r
+<guibutton>Reload</guibutton> to view the <guilabel>Credits</guilabel> tab. </para>\r
+<para><mediaobject>\r
+<alt>screenshot of funding sources</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/track-debit-funding-2.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+\r
+<informalfigure>\r
+<para>The <guilabel>Allocations</guilabel> tab tracks all allocations from the funding source to funds. After allocating to a fund you will need to click\r
+<guibutton>Reload</guibutton> to view the <guilabel>Allocations</guilabel> tab.</para>\r
+<para><mediaobject>\r
+<alt>screenshot of funding sources</alt>\r
+\r
+<imageobject>\r
+<imagedata fileref="media/track-debit-funding-3.png" scalefit="0"></imagedata>\r
+</imageobject>\r
+</mediaobject></para>\r
+</informalfigure>\r
+\r
+</simplesect>\r
+\r
+</section>\r
+\r
+\r
+   \r
+</chapter>\r