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    Enabling/Disabling PO Line Types

    Translatable
    To configure PO line types, you must have the following role:
    • Acquisitions Administrator
    • General System Administrator
    When creating a Purchase Order line, or a PO line (see Manually Creating a PO Line), you must assign it a PO line type, or purchase type.  For an explanation of the physical and electronic purchase types that can be created from your search results, see Explanation of Purchase Types Workflow and Inventory.
    When creating a PO line manually, for example after searching in the repository, certain enabled PO line types are presented as recommended, depending on the bibliographic record for which you are creating the PO line. However, you can assign any of the enabled PO line types to the PO line, not just the recommended ones.  An exception is when creating a PO line after searching the inventory for an electronic collection or portfolio; see the table below).
    You can enable or disable PO line types. Disabled PO lines types are not available to assign to PO lines when manually creating orders in Alma. Disabling a PO line type has no effect on existing PO lines with that type. You enable or disable PO line types on the PO Line Type mapping table page (Configuration Menu > Acquisitions > Purchase Orders > PO Line Types). For more information about mapping tables, see Mapping Tables.
    Configuring default "types" for disabled PO Line types
    In case you chose to disable a specific PO Line type, you have the option to select a default PO Line type. To achieve this, add a default type for the disabled PO Line type ("Default" column).
    Mapping_Table_PO_Line_Types.png
    Mapping Table - PO Line Types
    When an order is created via API/Purchase Request, Alma will validate that the specified "PO Line Type" is actually enabled by the institution. If Yes, Alma will continue.

    If the PO Line type is not enabled for the institution in the "PO Line Types" mapping table (Configuration Menu > Acquisitions > Purchase Order > PO Line Types), it will have an effect in the following two use cases:

    • PO Line created via API:
      In case the API order contains a disabled PO Line type and there is no default value for the disabled PO Line type, then Alma creates the PO Line and places an assertion (alert) stating that the order's original "type" is not enabled. Due to the fact that no "default" value was selected, the PO Line is created with the disabled "type". If the PO Line type is disabled and there is a "default" value for this type, Alma creates the PO Line with the default type.
    • PO Line created via Purchase Request:
      Currently, the "type" for the PO Line that is created once a purchase request is approved is determined based on the user selection within the Purchase Request form:
      • If the user selected citation type "Book" and material type "Physical", Alma creates PO Line with type "Physical - One Time".
      • If the user selected citation type "Book" and material type "Electronic", Alma creates PO Line with type "Electronic Book - One Time".
      • If the user selected citation type "Journal" and material type "Physical", Alma creates PO Line with type "Physical - Subscription".
      • If the user selected citation type "Journal" and material type "Electronic", Alma creates PO Line with type "Electronic Journal - Subscription".

    If the institution would like approved purchase requests to create a PO Line type different from the default stated above, see Configuring default "types" for disabled PO Line types.   

    The following table lists the purchase types on the PO Line Types page. N/A indicates that the purchase type is not available for the item/order type after searching the repository for that resource type and selecting Order.
    Purchase Types According to Inventory Type
    PO Line Type Code Description Electronic Portfolio - Main PO Line Electronic Collection - Main PO Line Electronic Portfolio / Collection - Additional PO Line
    Access Service – Subscription ACCESS_SERVICE_CO Access subscription to an electronic service (including database) N/A    
    Database Service - One Time DB_SERVICE_OT One time access to a database service N/A    
    Digital - Continuous DIGITAL_CO Subscription to continuous digital material N/A N/A N/A
    Digital - Non Archiving DIGITAL_NONARCHIVING Digital purchase without inventory N/A N/A  
    Digital - One Time DIGITAL_OT One time subscription to digital material N/A N/A N/A
    Electronic Book - Subscription E_BOOK_CO Subscription to an electronic book series N/A N/A N/A
    Electronic Book - One Time E_BOOK_OT One time purchase of an electronic book   N/A N/A
    Electronic Book - Standing Order E_BOOK_SO Standing order for the purchase of electronic books N/A N/A N/A
    Electronic Journal - Subscription E_JOURNAL_CO Subscription to an electronic journal   N/A N/A
    Electronic Journal - One Time E_JOURNAL_OT One time purchase of an electronic journal issue   N/A N/A
    Electronic Collection - Subscription ELECTRONIC_COLLECTION_CO Subscription to a collection of portfolios N/A   N/A
    Electronic Collection - One Time ELECTRONIC_COLLECTION_OT One time purchase of a collection of portfolios N/A   N/A
    Electronic Title - Standing Order ELECTRONIC_SO Standing order for the purchase of electronic titles N/A N/A N/A
    Electronic Title - One Time ELECTRONIC_TITLE_OT One time purchase of an electronic title   N/A N/A
    Electronic Title - Subscription ELECTRONIC_TITLE_CO Subscription to an electronic title series   N/A N/A
    Manuscript MANUSCRIPT Purchase of a physical manuscript N/A N/A N/A
    Map MAP_OT Purchase of a physical map N/A N/A N/A
    Microform MICROFORM Purchase of a physical microform N/A N/A N/A
    Mixed Material MIXED Purchase of an item with multiple physical material types (such as a book/DVD) N/A N/A N/A
    Other Service - Subscription OTHER_SERVICES_CO Any other subscription purchase N/A    
    Other Service - One Time OTHER_SERVICES_OT Any other one time service or access purchase N/A    
    Physical - Archiving PHYSICAL_ARCHIVING Physical order without inventory, for reporting purposes N/A N/A  
    Physical Computer File - Subscription PHYSICAL_CF_CO Software subscription that comes on CD/DVD N/A N/A N/A
    Physical Computer File - One Time PHYSICAL_CF_OT One time purchase of a software item on CD/DVD N/A N/A N/A
    Physical - Subscription PRINT_CO Any other subscription for physical items (games, posters, ...) N/A N/A N/A
    Physical - One Time PRINT_OT Any other one time physical item purchase
    If the only physical items that you order are books, this type is essentially the same as Print Book - One Time.
    N/A N/A N/A
    Physical - Standing Order Monograph PRINT_SO Any other standing order for single physical items
    If the only physical items that you order are books, this type is essentially the same as Print Book - Standing Order.
    N/A N/A N/A
    Physical - Standing Order Non Monograph PRINT_SO_NONMON Any other standing order for physical items in multiple parts N/A N/A N/A
    Print Book - One Time PRINTED_BOOK_OT One time physical book purchase N/A N/A N/A
    Print Book - Standing Order PRINTED_BOOK_SO Standing order for purchasing physical books N/A N/A N/A
    Print Journal - Subscription PRINTED_JOURNAL_CO Subscription to a physical journal N/A N/A N/A
    Print Journal - One Time PRINTED_JOURNAL_OT One time purchase of a physical journal issue N/A N/A N/A
    Sound Recording RECORD_OT Sound or music on CD or another audio format N/A N/A N/A
    Remote Computer File - Subscription REMOTE_CF_CO Subscription to software or a web site N/A N/A N/A
    Remote Computer File - One Time REMOTE_CF_OT One time software or web site access purchase N/A N/A N/A
    Musical Score SCORE_OT Purchase of sheet music or notations N/A N/A N/A
    Visual Material VISUAL_MTL_OT Video or pictures on DVD or other visual format N/A N/A N/A