Acquisitions
For a page with links to all the main Alma topics such as fulfillment, resource management, Alma-Primo integration, etc. see Alma Online Help.
Click here to view the Best Practices and How-Tos page for Acquisitions.
- Acquisitions Infrastructure and Advanced Tools
- Alma AI Assistant – Acquisitions Funds and Ledgers
- Moving Funds
- Managing COUNTER-Compliant Usage Data
- Fiscal Period Closure
- Getting the Most Out of Alma - Acquisitions
- Transferring Money Between Allocated Funds
- Patron Driven Acquisitions
- Managing Vendors
- Managing Licenses and Amendments
- SUSHI Vendor Lists
- Managing Funds and Ledgers
- Import Processing
- Exchange Rates Report
- Configuring Acquisitions
- Configuring PO Line Deferral Reasons
- Configuring License Storage Locations
- Configuring Purchase Request Reject Reasons
- Configuring Legal Deposit Report Paths
- Configuring License Term Controlled Vocabulary Values
- Configuring Explicit Exchange Rates
- Managing License Terms
- Configuring License Sections Order
- Configuring Receiving Departmental Validations
- Configuring VAT Codes
- Configuring Fund and Ledger Fiscal Periods
- Managing Access Models
- Configuring Purchasing Review Rules
- Configuring Other Settings (Acquisitions)
- Configuring Acquisition Jobs
- Configuring Shipping Methods
- Configuring Invoice Approval Rules
- Managing Acquisitions Alerts
- Configuring Reporting Codes
- Enabling/Disabling PO Line Types
- Configuring PO Line Cancellation Reasons
- Configuring Acquisition Methods
- Configuring Acquisition Activities
- Configuring Invoice Review Rules
- Configuring Invoice Line Types
- Configuring Invoice Disapproval Reasons
- Configuring Payment Methods
- Configuring License Review Statuses
- Configuring Currencies
- Configuring Fund Types
- Configuring PO Line Search Field Options
- Viewing User-Created License Terms that Appear in Primo
- Configuring Multiple Choice Survey Questions
- Configuring EDI Vendor Note Fields
- Configuring Purchase Request Material Types
- Purchasing
- Packaging PO Lines into a PO
- Changing Currency in PO Lines
- Post-Receiving Processing
- Ordering from Amazon with the Order It! Plugin
- Deleting POs
- Receiving Physical Material
- Approving and Sending POs
- Working with Purchase Requests
- Renewal Workflow
- Closing/Cancelling, Reopening, and Relinking PO Lines
- Reviewing and Managing PO Lines
- Purchasing Workflow
- Searching for PO Lines and Using Facets to Refine Results
- Creating PO Lines with Real-Time Ordering
- Manually Creating a PO Line
- PO Line Types and Workflow Steps
- Creating Service Subscription PO Lines Without Inventory
- Creating Legal Deposit PO Lines
- Checking Vendors for Availability and Pricing
- Creating and Reviewing PO Lines - Overview
- Managing EDI Order Report Tasks with PO Lines
- Deferrals
- Deferring PO Line Workflow
- Deferring PO Lines
- Receiving Material
- Processing Claims
- Renewals
- Processing Renewals
- Evaluations and Trials
- Evaluation Workflow
- Managing Trials
- Changing Vendors in PO Lines and POs
- Working with Vendors for PO Lines
- Purchasing in Alma