Funds and Ledgers: Encumbered balance: Linked orders: limiting to POL with outstanding charges
In the “Funds and Ledgers” section, the overview for each allocated fund shows, among other things, the amount of the expendede and the amount of the encumbered balance
If you follow the link “expended balance,” the orders with currently paid invoices are then listed. Very good.
If you follow the link “encumbered balance,” all orders are then listed—including those with invoices already paid in the respective year.
This is apparently the behavior desired by ExLibris:
https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/080Analytics/Alma_Analytics_Subject_Areas/Funds_Expenditure
However, this is very confusing for us, because when working quickly, we compile the list as an Excel file and may not notice that all orders are included here. It would make more sense for us to only find the outstanding order charges for the respective year here.
Susanne Oldhaver (TH OWL)
shared this idea