Skip to main content
ExLibris

Knowledge Assistant

BETA
 
  • Subscribe by RSS
  • Back
    Alma

     

    Ex Libris Knowledge Center
    1. Search site
      Go back to previous article
      1. Sign in
        • Sign in
        • Forgot password
    1. Home
    2. Alma
    3. Best Practices and How-Tos
    4. Acquisitions
    5. How Tos for Acquisitions
    6. How to Work with PO Lines in Claim

    How to Work with PO Lines in Claim

    1. Last updated
    2. Save as PDF
    3. Share
      1. Share
      2. Tweet
      3. Share
    No headers
    To process claims using the Claim page, you must have one of the following roles:
    • Purchasing Operator
    • Purchasing Manager
    Claims are created for PO lines when an order does not arrive or does not become activated by the expected date. Claim notifications to vendors can be sent for electronic or physical PO lines, as explained below.
    The overview of the process is described below:
    claim process diagram.png
    Claims Process Diagram
    • The order is sent to the Claims Task List only after the PO Line – Claiming - Process Automation job has run. (The process must be marked as Active on the Monitor Job page – see Viewing Running Jobs).
    • Claims for standing orders and digital PO lines are currently not available in Alma.
    If a PO line is overdue, you can view it on the Claim page (Acquisitions > Purchase Order Lines > Claim). You can also open this page by selecting Order Lines with claims in the Tasks List in the persistent menu (see Tasks in the Task List).
    Claims Page
    PO Lines in Claim

    For more information, refer to the following:

    • PO Lines Sent to Claims Task List According to Type
    • Claims Sent by Email/EDI
    • Alerts Generated (when a PO line is overdue)
    • Updating Claim Dates
    View article in the Exlibris Knowledge Center
    1. Back to top
      • How to Set Up Automated Purchasing Workflow with Oasis/GOBI
      • Fulfillment
    • Was this article helpful?

    Recommended articles

    1. Article type
      Topic
      Content Type
      Documentation
      Language
      English
      Product
      Alma
    2. Tags
      1. Defining Link Resolver Library Preferences
    1. © Copyright 2025 Ex Libris Knowledge Center
    2. Powered by CXone Expert ®
    • Term of Use
    • Privacy Policy
    • Contact Us
    2025 Ex Libris. All rights reserved