To configure other settings, you must have the following role:
- Acquisitions Administrator
- General System Administrator
You can customize additional settings on the Customer Parameters mapping table (Configuration Menu > Acquisitions > General > Other Settings). For more information about mapping tables, see Mapping Tables.
Customer Parameters Mapping Table Page
You can modify or restore any parameter. Remember to select Save to store your changes. The following table describes the parameters available on the Customer Parameters Mapping Table page.
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).
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.|
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 (letter code: OrderListLetter), PO Line Cancellation Letter (letter code: POLineCancellationLetter), PO Line Claim Letter (letter code: POLineClaimLetter), PO Line Renewal Letter (POLineRenewalLetter). 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.|
|assertion_over_po_line_price||Sends the PO line for review if the specified price is reached and the AssertionCode in the Purchasing Review Rules is set to Price limit reached. Leave empty or enter a value 0 or higher, with up to two decimal points. The default is 10000.|
|auto_claim||Whether a claims notification is sent automatically by email to the vendor when a one-time PO line is sent to the claims task list (Y to send the notification, N or empty otherwise).|
|auto_claim_co||Whether a claims notification is sent automatically to the vendor when a continuous PO line is sent to the claims task list (Y to send the notification, N or empty otherwise).|
|auto_claim_electronic||For future use|
|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.|
|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_high_total_price||Defines when an invoice price is considered high. Invoices received above this price are assigned the assertion code High total price. Alma sends the invoice for review/approval if this price is reached and the AssertionCode in the Invoice Review/Approval Rules is set to High total price. The value is assumed to be in the system's default currency (but see invoice_high_total_use_currency). In the rare case that this value is less than 1, enter a leading 0. For example, 0.44, not .44.|
When set to true, the invoice value is first converted to the institution's local currency before it is compared to invoice_high_total_price.
For example, assume the local currency is GBP, invoice_high_total_price is set to 2500, and the invoice is 2600 JPY (around 19 GBP). If this parameter is false, then the assertion is raised, since 2600 > 2500. If this parameter is true, then the assertion is not raised, since 19 < 2500.
|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.
|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_prefix||The prefix to be used for all PO lines. The default is POL- .|
|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 Anonymize 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- .|
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.
|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_edit||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).|