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    Configuring API invoice rules

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    1. Question 
    • Product: Rialto

    Question 

    How do I ensure Rialto is set up correctly to handle API invoices in Alma?

    Answer 

    As Rialto starts using API invoicing, you will want to review your current institutional invoice review rules. More information can be found here: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/110Configuring_Acquisitions/100Configuring_Invoice_Review_Rules

    If you have not done so in the past, you will need to create an additional rule beyond the Alma default rule in place. This is because the Alma default rules only account for invoices created by EDI, from a PO, manually, or from an Excel file. To account for API invoices, follow these steps:

    Add new rule or edit your existing rule in Alma by going to Configuration > Acquisition > Invoice Review Rules 

    Assertion Code: Any
    Vendor Code: RIALTO (Name: ProQuest, LLC)
    Invoice Creation Form Options: From API
    Result: TRUE if you want invoices sent to the status "in review" or, FALSE to go straight to awaiting payment.

    If you require additional assistance in setting up invoice review rules, please contact us via live chat or submit a support ticket here.

     


    • Article last edited: 08-Dec-2022
    View article in the Exlibris Knowledge Center
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