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    How to manually create a purchase order line (POL)

    • Product: Alma

    Question

    How can I manually create a POL in Alma?

    Answer

    1. Perform a repository search to find the title you wish to order. (If title is not found see Additional Information below)
    2. Select the "Order" link. The PO Line Owner and Type will appear.
    3. Select the Purchase Type to determine the purchasing workflow and inventory. 
    4. Select the PO Line Owner.
    5. If you have a template, select it to save time on entering vendor and fund information. 
    6. Click on Create PO Line 
    7. Enter the Material Supplier in the Vendor Information section, Price (if required), Funding. 
    8. Enter the Acquisition Method.
    9. Under Additional, you can mark the POL as Manual Packaging. When you click on Save and Continue, the POL will go to manual packaging instead of auto-packaging. 
    10. Once the information is entered in the POL, you have the option to - 
        *Save and Continue: If the POL is not marked as Manual Packaging -The POL goes to Auto Packaging. A job is run automatically to package POLs into a PO. See online Help "Packaging Purchase Order Lines" for details on packaging rules. 
        *If the POL is marked as Manual Packaging, the POL goes to manual packaging. 
        *Save: The POL will be in the Review status. You can work on it later or assign to another user. 
        *Order Now: Creates the PO (skips auto-packaging and creates the PO) 

    Additional Information

    See attached document for workflow including screenshots.

    See online Help for an explanation of purchase types Explanation of Purchase Types Workflow and Inventory 

    Price and fund is not required if the Acquisition Method is Gift, Repository or Technical.

    If clicked on Manual Packaging go to your Task list and click on Order Lines>Packaging, select the POLs to package in a PO, then click on the Create New PO button. 

    The next step would be to invoice and receive the physical items or activate the electronic resource.

    Attachment

    Attached file

     


    • Article last edited: 2017-Jan-16