How do I record a payment for something that will not be added to the collection?

Answer

This is largely a matter of local policy, determined by how you want to report funds and track payments.

Payment arrangements may include:

  • Creating one allocated fund code for all such purchases
  • Allowing purchases out of multiple funds codes, but using a reporting code attached to each POL to easily retrieve costs in Analytics
  • Or, a separate Ledger may be created with one fund.

When the POL is started, use one of the Purchase Order Line Types that does not create inventory.

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  • Last Updated Aug 29, 2024
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