Q. How do I create a ledger in Alma?

The PASCAL E-Resources & Acquisitions Working Group has created procedural documentation for many common acquisitions processes. For a detailed overview, see: Create a Ledger in Alma

Required Roles: Ledger Manager Related

In brief:

1. Navigate to Acquisitions Infrastructure > Funds and Ledgers
2. Add a Ledger
   1. Enter Ledger Summary Details
3. Activate Ledger
4. Locate the Ledger in the Ledger Facet
    

Related Documentation from Ex Libris:

• Creating a Ledger
• Alma Fiscal Period Closure Training
• Alma Essentials Training: Acquisitions Infrastructure
• Alma Documentation: Acquisitions Infrastructure
• Managing Funds and Ledgers