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    4. How to Edit and Close a “Ready to be paid” Invoice

    How to Edit and Close a “Ready to be paid” Invoice

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    • Article Type: Q&A
    • Product: Alma
    • Relevant for Installation Type: Dedicated-Direct; Direct; Local; Total Care

    Question

    Invoice is in status "Ready to be paid" but can't be updated. The only Actions available are "View" and "Generate Export XML."

    This is seen when a site chooses not to export invoices to ERP,

    However the variable invoice_skip_erp was set to "false" (for various reasons).

    Answer

    To be able to edit the invoices:

    1. Navigate to Alma Configuration > Acquisitions module

    2. Select General > Other Settings

    3. Verify that parameter "invoice_skip_erp" is currently set to "false"

    4. Since your institution doesn't use ERP change the value of this parameter to "true" (this will be updated again at the end of this process)

    5. Open the Configuration General module

    6. Select External Systems > Integration Profiles

    7. Filter to type "Finance" to find - or create - the Finance Integration Profile

    8. Click: Actions > Edit

    9. Find the "Actions" tab

    10. Click "Run" in the section "Export Invoices For Payment"

    11. This should enable the stuck invoices to be edited

    12. Now, go back to steps 1-3, and change "invoice_skip_erp" from "true" to "false."

    Category: Acquisitions

    Subject: Invoicing


    • Article last edited: 10/19/22
    View article in the Exlibris Knowledge Center
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      • How to display maintenance and outages information on "View It" tab?
      • How to edit Ready To Be Paid status invoices
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    1. Article type
      Topic
      Content Type
      Documentation
      Language
      English
      Product
      Alma
    2. Tags
      1. Acquisitions
      2. contype:kba
      3. Dedicated-Direct
      4. Direct
      5. invoicing
      6. Local
      7. Resource Management - Alma
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