PO Line not found when linking to invoice line in Alma Acquisitions

Description

When adding or editing an invoice line in an invoice and linking a specific PO Line, but the specific PO Line number is not displayed in the list.

Resolution

Invoices and PO Lines must have matching owners in order to be linked. This includes three match options:

• Both invoice and PO Line owned by the institution
• Both invoice and PO Line owned by the same library
• Either invoice or PO Line owned by the institution and the other owned by a library

If the PO Line does not appear in the selection dropdown list under the Invoice > Row Actions > Edit > Invoice Lines tab > Add Invoice LIne > PO line or Invoice > Row Actions > Edit > Invoice Lines tab > Invoice Line > Row Actions > Edit > PO Line, make sure the owners fit one of the above match types. 

If the Invoice owner is at the institution level, the PO Lines can be owned by different libraries from each other, since the matching considers each PO Line and invoice separately. 

If the Invoice owner is a specific library, all linked PO Lines must be owned by the same library.

Additional Information

Creating an Invoice From a PO or Manually

Managing Institutions and Libraries

• Article last edited: 04-May-2021