Hi all, Hopefully someone will know the answer to this query. When looking at a fund record, you can see an amount debited. The Debits tab lists each of the debit types and amounts as well as the create date and time. It does not however list the purchase order details.
Is there any way to establish what the debits are for? It would be ideal if the fund record also provided links to the associated orders but there doesn't seem to be an easy way to identify which orders these funds have been used for. We have tried various combinations of acquisitions searching and I have also looked at the reporting tools but without success. Does anyone know if it is possible to get a link between the debited amount on a fund and the relevant order? One of our customers has a single debit on a fund record. They wish to remove the fund record but cannot do so for this debit. If we could find the order to which this debit was for, then the fund in the order could be changed to allow this fund to be clear and therefore removed. Many thanks in advance! Fiona -- Fiona Borthwick Customer Services Consultant, PTFS Europe Limited Content Management and Library Solutions +44 (0) 800 756 6803 (phone) +44 (0) 7540 768230 (mobile) +44 (0) 131 2088578 (direct dial) +44 (0) 800 756 6384 (fax)[email protected] skype: fionaborthwick1 http://www.ptfs-europe.com
