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OCLC Support

I am trying to close the old budget, but the button is grayed out.

Applies to
  • WorldShare Acquisitions 

 

Resolution

To close a budget, you must create a new budget first. 

You need to have a new budget defined before closing the current budget so that the encumbrances can be mapped across to the new budget during the closure:

  • move un-paid items to the next budget so that the closed budget does not have any open encumbrances
  • move order item templates to the next budget so that the order item template does not try to apply a closed budget to new items
Page ID
21713