Allocate credits from funding sources to funds

Credits can be applied to funds from funding sources using the fund interface. The credits that you apply to the fund can be applied later to purchases.

  1. To access funds, click Admin → Server Administration → Acquisitions → Funds.
  2. Click the hyperlinked name of the fund.
  3. To add a credit to the fund, click the Create Allocation tab.
  4. Choose a Funding Source from the drop-down menu.
  5. Enter an amount that you want to apply to the fund from the funding source.
  6. Enter a note. This field is optional.
  7. Click Apply.