Skip to main content
ExLibris
  • Subscribe by RSS
    • Back
    Alma
    Ex Libris Knowledge Center

    Owner in Invoice created from file (Excel or EDI), how is it determined?

    1. Last updated
    2. Save as PDF
    • Product: Alma

     

    Question

    What determines the Invoice Owner, for example, when loading invoices by EDI or Excel file? Where in the file is it possible to specific the owner (Library, or Institution)? 

    Answer

    If all Invoices Lines from an EDI invoice are linked to PO Lines from a specific library, then the invoice will be created with this library as Owner. 

    For Excel, there is no need (or way) to put an expressed literal invoice line owner in the Excel sheet, same logic applies:

    • If all POLs in the invoice have the same library then that library will be the invoice owner.
    • If all POLs in the invoice do not have the same library then the institution will be the invoice owner.

    Note: From the July 2020 Release, it is possible also to impact or edit the Owner of the Invoice.  When creating an invoice manually, the Owner is determined by the operator's Invoice Roles and Scopes.  

    Additional Information

    Click here for more about "Creating an Invoice From a File".

    See more about "Creating Invoices".

     

     

    • Article last edited: 31-JUL-2020