Acquisitions - November 2017 Enhancements
Requiring ERP Numbers for POs
Alma now supports an additional option for integrating POs with your ERP. You can now require that POs have an ERP approval number before they are sent to the vendor.
- Select Integrate by ERP Number for the Export Orders (PO) job when configuring the financial integration profile. When this option is selected, POs do not require a PO number (this is the default and previous behavior). When this option is selected, POs without ERP numbers are sent only to the ERP.
- A new job Import PO Approvals in the financial integration profile re-imports POs from the ERP. POs that are missing an ERP number generate an alert (ERP Number is Missing) and require manual handling. This job appears on the Running and Completed tabs of the Monitor Jobs page (and the Scheduled tab, when it is scheduled).
If the PO was rejected by the ERP, Alma generates the alert Rejected by ERP with the reason that was sent by the ERP.
- The field ERP number appears on the PO Summary page. It can be edited whenever you can edit the PO.
- The ERP number was added as an XML field in the Order list letter or to the EDI file sent to the vendor.
- On pages that contain a secondary search for POs (including Purchase Orders in Review, Approve Orders, Delete POs > Select PO quick pick list, Change Vendor in Order > Add Job > PO quick pick list), you can now search for PO by ERP number.
For more information, see Acquisitions - Integrating Purchase Orders with the ERP number for approval.docx.
Additional Acquisitions Enhancements
- Values from MARC field 880 (alternate fields) are sent to the vendor in the following letter XSLs: Order list letter, PO line cancellation letter, PO line claim letter, PO line renewal letter. The fields are:
Alternate Field Name Used in XML alternate_creator <creator_alternate_graphic> alternate_title <title_alternate_graphic> alternate_complete_edition <acqterms_edition_alternate_graphic> Example:<b>@@alternate_title@@: </b><xsl:value-of select="notification_data/title_alternate_graphic" />For more information, see Letters - How to add the bibliographic alternate graphic representation fields to acquisitions letters.pptx. - When searching for vendors (see Searching in Alma), you can now search by SUSHI account name. For information on SUSHI accounts, see Managing SUSHI Accounts.
- The vendors American Mathematics Society, Compendex Engineering Village, and SPEI (Society of Photo-Optical Instrumentation Engineers) were added to the list of SUSHI-certified vendors.
- The order of the fields in the summary header that appears when editing a fund or ledger was rearranged. For more information on funds and ledgers, see Managing Funds and Ledgers.
- When deactivating a summary fund, all funds under the summary fund are also deactivated.