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    02 Purchasing Workflows (New UI)

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    Duration: 26 min.

     

    Description In this session, we will describe the workflows for the purchasing process in Alma. We will cover the basic workflow for how to manually create PO lines for print one-time orders and subscription orders, as well as the purchasing statuses that a PO line goes through. We will discuss purchasing variations for other material types such as gift materials and electronic resources, and lastly, ways to automatically create PO lines in Alma.

    Attachments

     

    Handout

    Target Audience

    Purchasing Operators, Operators Extended, and Managers

    Acquisitions Administrators

    Prerequisites

    Acquisitions Conceptual Background

    Resource Management: Electronic Resources Conceptual Background