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Enable future budget period for use

Discover how to enable a future budget for use in WorldShare Acquisitions.

You can enable a future budget for use when ordering and invoicing. This also applies to budgets beyond the budget immediately after the current budget. Using enabled future budgets allows you to split items over far future budgets when the accrual mode functionality does not meet the need for how you would like to split money across future budget periods.

 Note: There must be existing funds set up in a future budget in order to enable it for use.

To enable a future budget for use:

  1. Navigate to Budgets > Select Budget in the left navigation and select the budget you wish to enable from the drop-down list.
  2. Click Edit.
  3. At the top of the page, select the Enable for use check box.
  4. (Optional) In the resulting dialog, select the Enable as default check box to set the future budget period as the default for ordering and invoicing.

     Note: If you leave this option unchecked, the default budget period will be the current budget.

  5. In the resulting dialog, click OK to confirm that you want to enable the future budget period for use.
  6. The enabled budget period will now be available for selection on order items and invoice items.