Configuring Acquisition Activities
To configure acquisition activities, you must have the following role:
- Acquisitions Administrator
The infrastructure for the acquisition workflows involves configuration of Alma functionality with regards to POs, invoices, licenses, and other activities, and includes setting rules for the workflows for these processes.
- The location filter on this page is disabled. Acquisitions configuration is at the institution level, not the library level.
- Note that some configuration changes in Acquisitions impact other functional areas. Consider the impact on other functional areas before making changes to existing configurations.
The following table lists the available configuration options.
For a full reference of all the code tables provided with Alma, see Alma Code Table Reference.
| Section | Configuration Item | Configuration Level | See |
|---|---|---|---|
| Purchase Orders | 1st Reporting Codes
2nd Reporting Codes
3rd Reporting Codes
4th Reporting Codes
5th Reporting Codes
|
Institution | Configuring Reporting Codes |
| Purchasing Review Rules | Institution | Configuring Purchasing Review Rules | |
| Shipping Method | Institution | Configuring Shipping Methods | |
| PO Line Cancellation Reasons | Institution | Configuring PO Line Cancellation Reasons | |
| PO Line Types | Institution | Enabling/Disabling PO Line Types | |
| PO Line Deferral Reasons | Institution | Configuring PO Line Deferral Reasons | |
| Acquisition Method | Institution | Configuring Acquisition Methods | |
|
Searchable Columns This page is no longer in use. |
Institution | Configuring PO Line Search Field Options | |
| EDI Vendor Note Fields | Institution | Configuring EDI Vendor Note Fields | |
| Invoices | Invoice Review Rules | Institution | Configuring Invoice Review Rules |
| Invoice Approval Rules | Institution | Configuring Invoice Approval Rules | |
| Disapproval Reasons | Institution | Configuring Invoice Disapproval Reasons | |
| VAT Codes | Institution | Configuring VAT Codes | |
| Payment Method | Institution | Configuring the Default Payment Method | |
| Invoice Line Types
This link appears only after enabling the customer parameter invoice_split_additional_charges (see Configuring Other Settings). |
Institution | Configuring Invoice Line Types | |
|
Explicit Exchange Rates This link appears only after enabling the customer parameter currency_exchange_use_explicit_ratio (see Configuring Other Settings) |
Institution | Configuring Explicit Exchange Rates | |
| Licenses | Sections Order | Institution | Configuring Sections Order |
| Manage License Terms | Institution | Managing License Terms | |
| License Storage Location | Institution | Configuring License Storage Locations | |
| Access Model | Institution | Manage Access Models | |
| License Review Status | Institution | Configuring License Review Statuses | |
| Discovery Interface Labels Customized | Institution | Viewing User-Created License Terms that Appear in Primo | |
| License Term Controlled Vocabulary | Institution | Configuring License Term Controlled Vocabulary Values | |
| Purchase Requests | Purchase Request Reject Reasons | Institution | Configuring Purchase Request Reject Reasons |
| Purchase Request Material Types | Institution | Configuring Purchase Request Material Types | |
| General | Other Settings | Institution | Configuring Other Settings |
| Currency Subset | Institution | Configuring Currencies | |
| Fund and Ledger Fiscal Period | Institution | Configuring Fund and Ledger Fiscal Periods | |
| Receiving Departmental Validations | Institution | Configuring Receiving Departmental Validations | |
| Fund Types | Institution | Configuring Fund Types | |
| Acquisition Jobs Configuration | Institution | Configuring Acquisition Jobs | |
| Subscribers | Institution | Configuring COUNTER Subscribers | |
| Legal Deposit Reports | Institution | Configuring Legal Deposit Report Paths | |
| Survey Question Multiple Choice | Institution | Configuring Multiple Choice Survey Questions |