[Wactclc-alma] acquisitions procedures

[Paula Laine]

Cara Beth, I would be happy to help you but I don't have a document to send you.
I do everything manually and I have made most of the mistakes already.
My general steps in the acq process:

Dupe check
Order from vendor
Get & edit bibs from OCLC, load into ALMA
Create Purchase order lines (use templates to save time)
Manually package purchase order, replacing ALMA generated PO number with my own.
Receive books in ALMA when they arrive.
Create invoices in ALMA

Where are you running into problems?

Paula

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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