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    How to add Order without Inventory, or Assign Inventory Manually

    • Product: Alma

     

    Description

    How to order in Alma without creating inventory? Can a new POL be assigned manually to existing, e.g. items, portfolios, Electronic Collections?

    Resolution

    There are two options to create orders without inventory in Alma.

    The first option does not create any inventory, by design (e.g. for a library equipment). The order can't and won't link to any record in Alma. It is called Creating Service Subscription PO Lines Without Inventory. Found in the Acquisitions > Purchase Order Lines > Order without Inventory

     

    The second option adds a PO Line to a record in Alma, and yet bypasses adding inventory automatically. It is enabled with the "Assign Inventory Manually" checkbox of the new POL menu, as follows:

    1. Identify the resource for which an order needs to be created without adding inventory.
    2. Click: Order.
    3. Choose the PO Line Type.
    4. For most PO Line Types, there will be a button - "Assign Inventory Manually".
    5. Select this option, continue in adding the order information.
    6. "Save" (not "Save and Continue"!!!), and confirm alerts regarding no inventory
    7. Find the inventory (e.g. item, portfolio) - edit it, link it to the new POL from the Acquisitions tab, and save.
    8. Only at this point, find the POL again and "Order Now".

     

    Additional Information

    Click here for Online Help on "Creating Service Subscription PO Lines Without Inventory", as well as how to "Assign Inventory Manually".

     


    • Article last edited: 09-APR-2020