To configure other settings, you must have the following role:
- Acquisitions Administrator
- General System Administrator
This parameter configures whether API orders sent from OASIS/GOBI for portfolios that are matched to Alma Community Zone will set the portfolio as 'available' (parameter=True) or 'not available' (parameter=False)" in case the parameter was set to true and the resource did not have a Community Zone match, the portfolio will not be set as "Available" and an electronic activation task list will be created (as the local – non CZ linked portfolio – has no URL information).
|acq_distribute_changes_last_run||The last date that the Distribute Network Acquisition Changes to Members job ran to distribute vendor information. The job copies all vendors that have been added to the Network Zone since this date. For more information, see Sharing Vendor Information in a Network Zone.
The format is YYYYMMDD (or YYYYMMDD_hhmmss).
|acq_distribute_changes_last_run_license||The last date that the Distribute Network Acquisition Changes to Members job ran to distribute license information. The job copies all centrally managed licenses that have been added to the Network Zone since this date. For more information, see Sharing Vendor Information in a Network Zone.
The format is YYYYMMDD (or YYYYMMDD_hhmmss).
|acq_distribution_job||Whether the Distribute Network Acquisition Changes to Members job is active (true) or not (false). For more information, see Sharing Vendor Information in a Network Zone.|
|acq_use_vendor_account_email||Whether to send vendor-related emails to the email defined for the vendor account (true) or for the vendor (false). The default is false.
This parameter is relevant only for emails sent for the following letters: Order List Letter, PO Line Cancellation Letter, PO Line Claim Letter, PO Line Aggregated Claim Letter, PO Line Renewal Letter. It does not affect emails sent using the Communications tab.
|acquisition_accrual_mode||Whether the institution can work with accrual accounting (true) or not (false). See Working with Accrual Accounting.|
|auto_claim (for physical one-time PO lines)||
Controls whether a Claim notification is sent to vendor in case the PO Line is set to claim task list. Possible values:
For additional details, see Processing Claims.
|auto_claim_co (for physical continuous PO lines)|
|auto_claim_electronic (for electronic one-time and continuous PO lines)|
Controls whether multiple claims for a single vendor are combined into a single claim letter:
For additional details, see Processing Claims.
|When a claim letter is sent for a given month, and the item is never received, if the following month's item also goes into claim, a claim letter can be sent with details for both months. To enable this option, set the parameter to true. Default is false. See Processing Claims.|
Configures that conversation letter emails will go out from the logged in user's email (as addressed "From") or the library's. This is configured by setting the customer parameter: conversation_send_from_logged_in_user_address to be equal to "true".
The parameter is relevant only for Alma letter type: ConversationLetter.
|copy_POL_price_to_item||Whether the list price from the PO line is copied to the inventory price field in the item for physical one time orders, when the PO line price is changed. Set this parameter to true to copy the price. Additionally, when set to true and the PO line is saved, if the currency is not the local currency, the total is recalculated for the item. The parameter defaults to false, which does not copy the price to the item.|
|When set to true, enables the feature to define explicit exchange rates when creating purchase orders. See Configuring Explicit Exchange Rates.|
|expended_from_fund_default||The default value of whether VAT is expended from the invoice line’s fund (true or false).|
|exportPrepaidInv||Whether the Export to ERP check box is displayed when you select Prepaid on the Invoice Details page (true or false).|
|handle_invoice_payment||Whether invoices are sent to the Waiting for Payment Invoices page to await automatic or manual handling (true), or closed automatically when they are exported to the ERP system (false). For details, see Working with Invoices Waiting for Payment.|
|invoice_allow_vat_in_line_level||Whether VAT can be configured for an invoice on the invoice line level (true) or not (false).|
|invoice_export_xml_dates_format||Defines whether the dates format in invoice export xml will be according to the system date format.
The possible values are: True or False.
Default value is False.
|invoice_not_unique||Whether you can save non-unique invoice numbers that have the same vendor in the inventory database (true) or not (false). When true, this enables you to uniquely identify records with the same invoice number and the same vendor. See Creating Invoices.|
|invoice_prefix||Not in use.|
|invoice_skip_erp||Whether the invoice workflow skips the step where the invoice is Waiting for Payment (true) or not (false).
For details on how this setting affects the invoicing workflow, see step 2 in Invoicing Workflow.
When set to true, the additional charges will be split and added over all existing invoice lines. When set to false, an additional invoice line is created (on top of the existing lines) which carries the additional charges.
Any additional charges that are not found and enabled in the Invoice Line Types code table appear as Overhead type invoice lines.
Additionally, when set to true, the Invoice Line Types code table appears as a configuration option on the Acquisitions Configuration page. When set to false, the option does not appear.
|invoice_subscription_overlap||Whether the Check subscription date overlap check box is displayed on the Invoice Line Details page (true or false). If this parameter set to true and the check box is selected, Alma checks all invoice lines associated with the PO line to determine whether there is an overlap of invoice dates for continuous subscriptions and if there is, issues an alert to this effect.|
|invoice_use_pro_rata||Whether the Use pro rata setting is selected by default when creating new invoices (true or false).|
|no_e-task_on_close_po_line||Whether a task is created when an electronic PO line is closed (the task reminds the user to deactivate the resource). true indicates that the task is NOT created; false indicates that the task is created. The default is false.|
|po_line_calc_co_next_step_on_receive||Set to true to calculate a PO line's next step and put the item in transit, if needed, when receiving a continuous PO line for other departments. When false, which is the default, the item will not be put into transit when receiving a continuous PO line for other departments.|
|po_line_hold_item_for_interested_users||Controls whether the "Hold Item" option is selected in the Interested Users tab of the Purchase Order Line Detail page of an automatically generated PO line (i.e., a PO line that is created from a patron Purchase Request, from an EOD process, or from an automated job). The default is True.
For additional information about the "Hold Item" option, see Manually Creating a PO Line.
|po_line_notify_for_interested_users_upon_cancellation||Controls whether the "Notify upon cancelation" option is selected in the Interested Users tab of the Purchase Order Line Detail page of an automatically generated PO line (i.e., a PO line that is created from a patron Purchase Request, from an EOD process, or from an automated job). The default is True.
For additional information about the "Notify upon cancelation" option, see Manually Creating a PO Line.
|po_line_notify_for_interested_users_upon_receiving_activation||Controls whether the "Notify user upon receiving/activation" option is selected in the Interested Users tab of the Purchase Order Line Detail page of an automatically generated PO line (i.e., a PO line that is created from a patron Purchase Request, from an EOD process, or from an automated job). The default is False.
For additional information about the "Notify user upon receiving/activation" option, see Manually Creating a PO Line.
|po_line_notify_for_interested_users_upon_renewal||Controls whether the "Notify upon renewal" option is selected in the Interested Users tab of the Purchase Order Line Detail page of an automatically generated PO line (i.e., a PO line that is created from a patron Purchase Request, from an EOD process, or from an automated job). The default is False.
For additional information about the "Notify upon renewal" option, see Manually Creating a PO Line.
|po_line_prefix||The prefix to be used for all PO lines. The default is POL- .|
|po_line_quantity_updated_with_items_number||Enabled by default when creating new PO lines. This parameter enables the Update Net Price according to item quantity checkbox to be displayed. The checkbox reflects the number of ordered items within the Quantity for pricing field.
When the checkbox is enabled, the Quantity for pricing amount is updated automatically once the user adds/removes items, and as a result, the Net Price field is also updated.
|po_line_remove_interested_users||Set to true to indicate that all interested users on closed and canceled PO lines should be deleted when the weekly PO Line – Delete interested users job runs. See Manually Creating a PO Line.|
|po_line_send_notification_to_vendor_on_renewal||Whether an email should be sent to vendors when a subscription is renewed. Note that the vendor’s preferred email address is used (true or false). See Renewal Workflow.|
|po_packed_by_fund||Whether PO lines are automatically packaged into POs according to funds (true or false). If set to true, institutions working with functional funds are able to locate all the POs associated with a specific fund and manage PO approval more efficiently. For more information, see Packaging PO Lines into a PO.|
|po_prefix||The prefix to use for all POs. The default is PO- .|
|pol_handle_bib_record_without_inventory||Defines how an itemless bibliographic record will be handled when the PO line is canceled and the item and holdings are deleted. Possible options are:
See Canceling PO Lines.
|Enables an alert on the Primo Purchase Request form. When set to true, which is the default, if an ISBN or EISBN number is entered on a blank form, the alert displays on the page if the resource is already owned by the library. After entering the identifier, when applicable, a message displays that a holdings does not exist for the identifier. That may be because the resource does not exist, because there is a location, bibliographic record, or holdings that is suppressed from discovery, or because, for electronic resources, the electronic portfolio is not active. This is also relevant for network and multi-campus. This is not applicable to journals.|
|purchase_request_import_profile||Stores the name of the import profile to be used for matching purchase requests. Leaving this parameter blank means the purchase request matching process will use the default match of ISBN/ISSN numbers. For more information, see Creating a Purchase Request.|
|release_remaining_encumbrance_for_edi||Whether encumbrances are released for continuous order PO lines in invoices that are created using EDI (true or false).|
|trial_notification_before_start_date||Not in use. See the job Trials – Start and Notify Participants in Viewing Scheduled Jobs.|
|vat_percent_default||The default percentage of VAT in the institution. The default is initially 0.|
|view_holding_in_receiving||Whether holdings information is displayed when viewing receiving items (true or false).|