Add a Holding Distribution Tool

Use the Add a Holding Distribution tool to create another holding distribution for an orderline.

To add a holding distribution

In the Segment tree, select the check box next to the funding/distribution segment you want to modify.

Click the Add a Holding Distribution tool. A new holding distribution appears as the first distribution in the selected funding/distribution cluster.

In the new Holding Code field, select a holding code from the list.

In the new Distributed Quantity field, type the quantity to be distributed.

Adjust other distributed quantity values as required.

Click Save Your Changes.

Important Considerations When Using this Tool

•

A distribution always appears below the funding that “owns” the distribution. Also, within each funding/distribution segment, the total distributed quantity should equal the total funded quantity.

•

When using this tool to create an order map template, it’s possible to leave the funding and holding distribution fields blank so that you can type the actual values when creating the order.

•

In multilibrary systems that use the Fund Library Authorization policy, a message displays when the holding code library is not authorized in the associated fund cycle. When the message window is closed, the insertion point will be placed in the first fund ID field on the Segments tab that did not pass validation. An invalid fund cycle/holding code pair will not be saved. See FAQs: Understanding Fund Library Authorization for more information.