Relinking a PO line without MMS ID
- Product: Alma
Question
How do I relink a PO line without an MMS ID to a new record?
Answer
-
Look up the record that the PO line is linked to at the moment. For ex: performing an Electronic Collections search.
-
Click Edit Collection > Go to the General tab
-
Under Acquisitions and License Information > Click the X next to the PO line to remove the PO line > Click Save
-
Now locate the record you want to link the PO line to. For ex: performing an Electronic Collection search.
-
Click Edit Collection > Go to the General tab
-
In the PO line box, either type in the PO line number or click the list button (3 dots and 3 lines) to search for the PO line.
-
Add any relevant information under the Acquisitions and License Information, including Activation date and License.
-
Click Save
-
To check if relinking was successful, after searching for record there will be an Orders: 1 under the title. The number is clickable and will take you to the newly added PO line.
Additional Information
For steps on how to relink a PO line with an MMS ID please see the Closing, Reopening, and Relinking documentation
- Article last edited: 05-Nov-2021