Skip to main content
ExLibris
  • Subscribe by RSS
  • Ex Libris Knowledge Center

    Configuring Acquisition Activities

    Translatable
    To configure acquisition activities, you must have the following role:
    • Acquisitions Administrator
    The infrastructure for the acquisition workflows involves configuration of POs, invoices, licenses, and other activities, and includes setting rules for the workflows for these processes.
    This section describes how to configure the various acquisition functions. See Alma Glossary for definitions of these functions.
    Acquisitions activities are configured from the Acquisitions Configuration page (Acquisitions > Acquisitions Configuration > Configuration Menu)Configuration Menu (Configuration Menu > Acquisitions).
    The location filter on this page is disabled. Acquisitions configuration is at the institution level, not the library level.
    The following table lists the available configuration options.
    Configuration Options
    Section Configuration Item Configuration Level See
    Purchase Orders
    Reporting Codes
    Secondary Reporting Codes
    Tertiary 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 Institution Configuring PO Line Search Field Options
    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 Institution Configuring Invoice Line Types
    Licenses Sections Order Institution Configuring Sections Order
    Manage License Terms Institution Managing License Terms
    License Storage Location Institution Configuring License Storage Locations
    License Review Status Institution Configuring License Review Statuses
    Discovery Interface Labels Customized Institution Viewing User-Created License Terms that Appear in Primo
    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
    Purchase Request Reject Reasons Institution Configuring Purchase Request Reject Reasons
    Legal Deposit Reports Institution Configuring Legal Deposit Report Paths
    • Was this article helpful?