Leap: links from funds
In the client, funds link directly to invoices, POs, POLIs, and other related records. Funds in Leap have very few links. Direct linking to working acq records facilitates tech services workflows.
-
Deb Lambert
commented
When trying to clean up and close out funds at year end, we use this function to link to attached POs and POLIs to find items still on order that need to be changed to another fund, or canceled and reordered.