A PDF of these instructions is available along with a three minute recording.
Each fiscal year, you will need to allocate your print book budgets (from our main book vendor & Amazon) in Alma. If this is not done, you will not be able to add orders using the fund codes. We do not track eResource expenditures in Alma so you will only have to worry about print material budgets.
There is a separate GIFTS budget for any donated items. A set amount is added for this budget each fiscal year.
1. You will first click on the Acquisitions tab and then click on Funds and Ledgers in the Acquisitions Infrastructure section.
2. In the Funds and Ledgers screen, scroll down to your location’s Amazon or Baker & Taylor budget and click the Edit button.
3. Click the Transactions tab.
4. On the right hand side of the screen, click the Allocate Funds option. A pop up box will display. Enter in the budgeted amount in the Allocation amount box and then scroll to the bottom of the box and click on Add allocation transaction.
5. Click Confirm in the Add Allocation Confirmation box that displays.
6. The allocation is now set. You can add more allocation amounts if budgets increase.
