[Wactclc-alma] acquisitions procedures

[Guidry, Wade]

Cara Beth,

The simplest Acq workflow is still the workflow that Justine trained through during implementation:

https://sites.google.com/view/wactclc/documents/acquisitions

For specific questions like "can't mark item MISSING" or "invoice amount doesn't match original POL", it's best to post those as they are occurring, so troubleshooting can occur.

There are plenty of valid reasons, I'm sure, why you might encounter one or the other issue, depending on where you are in the workflow, what you are trying to do, the status of the records in Alma, or even user account privileges.





Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474
http://www.wactclc.org


From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Cara Beth Stevenson
Sent: Tuesday, October 16, 2018 12:19 PM
To: '(wactclc-alma at lists.ctc.edu)' <wactclc-alma at lists.ctc.edu>
Subject: [Wactclc-alma] acquisitions procedures

Hi, all,

Is anyone willing to share their acquisitions and invoicing procedures?

I have been working in fits and starts to implement acquisitions at Grays Harbor, and haven't been successful.
I made a small test order last spring, and managed to receive and catalog the items in Alma.
I never could get the invoice to balance, and I ended up deleting it.  :P

Yesterday my coworker in Fulfillment needed to put one of those items to missing status, but couldn't because ... something about two records in Alma(?). I had to delete the POL before we could toggle the missing status.
I'm assuming that upon receiving the item there was something that I missed to close that POL.

Thanks in advance for the collective wisdom.

Cara Beth Stevenson
Grays Harbor College
1620 Edward P. Smith Drive
Aberdeen, WA 98520
360-538-4057
cara.stevenson at ghc.edu<mailto:cara.stevenson at ghc.edu>

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