Presentations and Documents - Acquisitions
Jump to Integration with Financial System
Acquisitions
- Accrual Accounting in Alma
- How to order a second copy of an e-book (suggested method)
- How to create an invoice to enter a credit or an additional charge for a closed order
- Ability to add or replace funds for multiple invoice lines (Igelu 2019)
- Link to items from Claims Task List (Igelu 2019)
- PO Line number and title Included in subject of claim letter (Igelu 2019)
- Evaluations and Trials and Alma
- Adding a controlled vocabulary for local license terms
- Creating multiple invoices with multiple invoice lines via an Excel file
- Explanation of the Change Bibliographic Reference link for POLs
- Explanation of the Relink POL option
- How to configure the invoice price warning using invoice_high_total_price and invoice_high_total_price_use_currency.docx
- How to configure a PO Line Cancellation Reason and report on it in Alma Analytics
- How to create an invoice to enter a credit or an additional charge for a closed order
- How to handle one order to a vendor for both physical and electronic material and link them together
- How to resend an order to the vendor
- How to unreceive an item via the unreceive button
- ProQuest Ebook Central and Alma - EDI and EOD workflow
- Receive all PO Lines in Batch
- Shared Vendors in the Network (for Consortia)
- Standing Orders in Alma
- The POL Interested User and Hold Item functionality
- The shelf-ready process
- Using the Reporting Tax and governmental vendor when paying invoices.docx
- Licenses and e-resources in the consortial environment
- Importing ONIX-PL Licenses
- Sample ONIX-PL License
Purchase Requests
DDA
Acquisitions - COUNTER and SUSHI
Acquisitions - Order Units and Shared Services Units
Acquisitions - RTO Real Time Ordering
- Acquisitions - Alma Check Availability and Pricing with OASIS.pptx
- Acquisitions - Alma Real-Time Ordering (RTO) integration with OASIS platform.pptx
- Acquisitions - Ordering an eBook from OASIS using the Real Time Ordering (RTO).docx
Acquisitions - EDI
- Acquisitions - How to add a vendor account in the invoice created from an EDI file.docx
- Acquisitions - How to make the Use pro rata always be unchecked for invoices created via EDI.docx
Acquisitions - Integration with financial system
See also Sample Integration Files
- Acquisitions - Integrating Purchase Orders with the ERP number for approval.docx
- Acquisitions - How to change invoices to status Sent to ERP without using the Export to ERP job.docx
- Acquisitions - Integrating Alma with a financial system to export import and pay invoices.pptx
- Acquisitions - Invoice export to finance system 5055613460000121-1534314386936 xml.txt
- Acquisitions - Invoice import from finance system 5055608200000121 xml.txt
- Acquisitions - Synchronizing Fund Information from a Financial System to Alma (Fund Allocation Loader).docx
- Acquisitions - Fund Allocation Loader.xlsx
Acquisitions - The account discount percent for manual and API POL creation
- Acquisitions - The account discount percent for manual and API POL creation.docx
- Acquisitions - 1 PO Line with correlation between the price and discount with the fund_distribution.xml
- Acquisitions - 2 PO Line with a 10 percent discount and no amount in the fund_distribution.xml
- Acquisitions - 3 PO Line with no correlation between the price and discount with the fund_distribution.xml
- Acquisitions - Sample New POL xml file.xml
- Acquisitions - Sample New POL xml file explanation.txt
Acquisitions - Scenarios for acquisitions in consortia
- Acquisitions - Scenarios for acquisitions in consortia - High Level Explanation.pptx
- Acquisitions - Scenario 1 - Acquisitions of E-Resources done entirely in the network zone.pptx
- Acquisitions - Scenario 2 - Negotiation type license in network zone and POLs in member institutions.pptx
- Acquisitions - Scenario 3 - Shared licenses from network zone and POLs in member institutions.pptx