Fund Drop-down List Box Display

The Fund Drop-down List Box Display dialog box appears when you double-click the Acq Fund Droplist Setup profile on the Acquisitions/Serials tab in System Administration. It controls how funds are displayed in drop-down list boxes for the organization or staff member for which the profile is set.

Use the Fund Drop-down List Box Display dialog box to:

• Display only the funds’ full names in Funds lists- Select Fund names only.
• Display only the funds’ alternative names in Funds lists - Select Fund alternative names only.
• Display both full names and alternative names in Funds lists - Select Fund names and alternative names.
• Specify which funds display in Funds lists in purchase orders and invoices - Select one of the following options under Filter (Purchase Orders and Invoices):
• Display all funds linked to the destination’s parent library (no filter) - Header Funds lists display the funds for all branches linked to the same parent library as the Ordered at branch in the Purchase Order, or the Paid by branch in the Invoice workform. Funds lists in purchase order and invoice line item segments display the funds for all branches linked to the same parent library as the selected Destination branch. The Funds list in the Add to New Purchase Order (Bulk Add) dialog box displays all funds linked to the branches that have the same parent library as the Destination branch.
• Display only the destination branch’s funds (branch filter) - Header Funds lists display only the funds for the Ordered at branch in the Purchase Order, or the Paid by branch in the Invoice workform. Funds lists in purchase order and invoice line item segments display the funds for the Destination branch. The Funds list in the Add to New Purchase Order (Bulk Add) dialog box displays only the funds for the Destination branch
• Specify which funds display in Funds lists in selection lists - Select one of the following options under Selection List Filter:
• Display all funds linked to the destination’s parent library (no filter) - The Funds list in selection list line item segments display the funds for all branches with the same parent library as the Destination branch.
• Display only the destination branch’s funds (branch filter) -

The Funds list in selection list line item segments display only the funds for the Destination branch.

• Display only these branch’s funds (branch/fund filter) - If this option is selected, you can specify exactly which funds appear in the Funds list in a selection list line item segment. Click  to open a list where you can choose the funds to display in selection list line item segments.

Note:
When you select the branches and funds for a specific selector, be sure that the selector also has the permission Selection List Line Item Segment: Create, Modify, Delete for the branches you selected. In addition, if the profile Filter branches in line item segments is set to Yes, make sure that you select funds for branches that are linked to the same parent library.