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    5. Presentations and Documents - Acquisitions

    Presentations and Documents - Acquisitions

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    1. Acquisitions - COUNTER and SUSHI
    2. Acquisitions - Invoicing
    3. Acquisitions - Infrastructure
    4. Acquisitions - General
    5. Purchase Requests
    6. DDA
    7. Acquisitions - RTO Real Time Ordering
    8. Acquisitions - EDI
    9. Acquisitions - Integration with financial system
    10. Acquisitions - The account discount percent for manual and API POL creation
    11. Acquisitions - Scenarios for acquisitions in consortia
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    Jump to Integration with Financial System

    Acquisitions - COUNTER and SUSHI
    • What is COUNTER and what is SUSHI.pptx
    • How to create and test a COUNTER Release 5 SUSHI Account.pptx
    • How to schedule and monitor COUNTER SUSHI harvesting.pptx
    • Acquisitions - Managing COUNTER compliant SUSHI data On Line Help
    Acquisitions - Invoicing
    • How to add a VAT (value added tax) percent to invoices and invoice lines.pptx
    • Invoicing – How to pay Use Tax (Reporting Tax) to a governmental vendor when paying invoice.pptx
    • Invoicing - How to install and use the Invoice Line Tax Calculator cloud app
    Acquisitions - Infrastructure
    • Acquisitions infrastructure - Vendors.pptx
    • Acquisitions infrastructure - Funds and Ledgers.pptx
    • Acquisitions infrastructure - Licenses and Amendments.pptx
    Acquisitions - General
    • How to order and receive and invoice a physical item from copy cataloging.pptx
    • How to use acquisitions units to acquire for and receive for specific libraries.pptx
    • How to create an invoice to enter a credit or an additional charge for a closed or open order.pptx
    • How to unreceive an item received from a POL.pptx
    • How to receive multiple PO Lines in batch.pptx
    • How to use an acquisitions work order when receiving an ordered item.pptx
    • How to resend an order to the vendor.pptx
    • How to move newly arrived items to a temporary location New Books Display.pptx
    • How to get a list of all Alma vendors without linked orders.docx
    • Fiscal Period Closure.pptx
    • The New Unified PO Line Task List.pptx
    • Acquisitions - Hyperlink invoice number in POL to invoice (NERS 7049).pptx
    • What's new in Alma Acquisitions - November 2020.pptx
    • Accrual Accounting in Alma
    • How to order a second copy of an e-book (suggested method)
    • 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 a PO Line Cancellation Reason and report on it in Alma Analytics
    • How to handle one order to a vendor for both physical and electronic material and link them together
    • ProQuest Ebook Central and Alma - EDI and EOD workflow
    • Standing Orders in Alma
    • The POL Interested User and Hold Item functionality
    • The shelf-ready process
    • Licenses and e-resources in the consortial environment
    • Importing ONIX-PL Licenses
    • Sample ONIX-PL License
    • Technicalities Vol 41 Num 2 Mar Apr 2021 see page 17.pdf (see page 17 for the article "Changing Priorities: Trends in Physical and Electronic Resource Usage in U.S. Academic Libraries"
    • Technicalities Vol 41 Num 2 Mar Apr 2021 page 17 to 20.pdf
    • Traditional Chinese Version of article "Changing Priorities: Trends in Physical and Electronic Resource Usage in U.S. Academic Libraries"
    Purchase Requests
    • How to determine the value of LDR pos. 17 when a brief record is created from a purchase request.docx
    • Acquisitions - Purchase Requests in Alma.pptx
    • Acquisitions - Purchase Requests Specific Functionalities.pptx
    DDA
    • Acquisitions - Patron Driven Acquisitions (PDA) Demand Driven Acquisitions (DDA).pptx
    • Acquisitions - Print DDA.pptx
    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 Alma with a financial system to export import and pay invoices.pptx
    • 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 - Invoice export to finance system 5055613460000121-1534314386936 xml.txt
    • Acquisitions - Invoice import from finance system 5055608200000121 xml.txt
    • How to Synchronize Fund Information from a Financial System to Alma Using an Excel Spreadsheet via the Funds Allocation Loader.docx
    • Acquisitions - Fund Allocation Loader.xlsx
    • Two invoices exported and the same two invoices imported for payment, one with APPROVED and one with REJECTED:
      • Two Invoices - Export XML.xml
      • Two Invoices - Payment XML.xml
    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
    • Creating an acquisitions POL for Network Zone Consortia.pptx

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