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Subject: Tracking Funds/Purchases
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Maureen Tucker
Posts:5

22-09-2009 4:11 AM Alert 
At the IMA, the Registrars for the permanent collection are in charge of tracking our funds for all purchases of art work. As part of this, we have to maintain a funds list that records the current balance as well allocated funds for future purchases.

We have always recorded the funds in an excel spreadsheet. In an effort to get all of our acquisition information into the database, we are starting to use EMu for recording the funds information in the Parties module, which is then linked to the Accession Lot record. We customized the Parties module to include a tab for the funds that records allows us to note the current balance of the fund.

The problem that has arisen is how to track the balance of the funds. Is anyone else using EMu to track their funds for purchases? What about tracking money donated for the purchase of specific works of art or money given for a fund? We are going to have do more customizations in order to get this fully integrated into our database, but were wondering if anyone else is using something similar. How are people using the Funding field on the Purchase tab in the Accession Lots? Thanks for your help.

Maureen

Maureen Tucker
Indianapolis Museum of Art
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Forums > EMu Development > EMu Design > Tracking Funds/Purchases



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