How can we improve Alma?

Reopening closed POLs should re-encumber funds

Currently re-opening a closed POL doesn’t re-encumber the funds. The workaround for this is to delete the fund, save the change, then add the fund back and save again.

When we brought this up with Ex Libris they advised this can't be done automatically, but that they would instead add a popup message advising the funds will need to be manually re-encumbered. This was supposed to be added in December 2016 release but we noticed some time later that it didn't eventuate (SalesForce case #00436654).

It would save a lot of time if re-opening a closed POL automatically re-encumbered the funds without manual intervention.

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Sonja Dunning shared this idea  ·   ·  Admin →

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