[Wactclc-alma] Alma Acquisitions - Purchase request question
Guidry, Wade
WadeG at bigbend.edu
Tue Mar 10 15:33:57 PDT 2020
Melinda,
These two slide decks were the primary acquisitions infrastructure and workflow training documents during our collection implementation. You might have the workflow one in particular to be useful.
Acquisitions Infrastructure<https://drive.google.com/open?id=1N7wz2rNp3XREEp6iFBhvkGcB3VfZc7gN> - Powerpoint Slides from Implementation
Acquisitions Workflow<https://drive.google.com/open?id=1EHmwwru7ZU7VEIN6TlYB3kN0PnqH02dQ> - Powerpoint Slides from Implementation Training
Wade Guidry
WACTCLC
Library Consortium Services Manager
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
http://www.wactclc.org<http://www.wactclc.org/>
509.760.4474
Pronouns: he/him/his
From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Guidry, Wade
Sent: Tuesday, March 10, 2020 3:22 PM
To: 'WACTCLC Alma Discussion' <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Alma Acquisitions - Purchase request question
ATTENTION: This email contains links. Please follow best practices before clicking on links
Regarding the invoice and taxes, you need to create the invoice from the PO. See:
https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/030Invoicing/020Creating_Invoices#Creating_an_Invoice_From_a_PO_or_Manually
Wade Guidry
WACTCLC
Library Consortium Services Manager
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
http://www.wactclc.org<http://www.wactclc.org/>
509.760.4474
Pronouns: he/him/his
From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Guidry, Wade
Sent: Tuesday, March 10, 2020 2:43 PM
To: 'WACTCLC Alma Discussion' <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Alma Acquisitions - Purchase request question
ATTENTION: This email contains links. Please follow best practices before clicking on links
Melinda,
Is your PO Line Package job configured? If not, that might be one reason.
https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/110Configuring_Acquisitions/260Configuring_the_PO_Line_Packaging_Job
PO Line editing is somewhat dependent on the current status of the PO Line.
A PO line is editable in different ways at different stages. You may want to review:
https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/020Purchasing/040Reviewing_PO_Lines#Editing_PO_Line_Information
Wade Guidry
WACTCLC
Library Consortium Services Manager
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
http://www.wactclc.org<http://www.wactclc.org/>
509.760.4474
Pronouns: he/him/his
From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Martin, Melinda
Sent: Tuesday, March 10, 2020 12:11 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] Alma Acquisitions - Purchase request question
Hi All,
Been having trouble getting a hold of my consortium reps and thought you might have answers.
Quick questions (I think):
When using the purchase request feature in Alma, we can go in and click "Approve and Order" which generates a Purchase Order Line. According to the Alma documentation, that POL should go into "In Review" status. Ours is defaulting to "Manual Packaging" status and we cannot go in and edit the POL after the fact - which means we cannot add reporting codes, etc... Is there a way to fix this? We are desperately trying to streamline our workflow (moving away from external spreadsheets and emails), but we need the features to function properly.
Also, if there is "No Invoice," where does the S&H and Tax get entered?
Thank you for your help.
Warm Regards,
Melinda Martin
Faculty Librarian
Community Colleges of Spokane
509-533-8822
Melinda.Martin at ccs.spokane.edu<mailto:Melinda.Martin at ccs.spokane.edu>
Warm Regards,
Melinda Martin
Faculty Librarian
Community Colleges of Spokane
509-533-8822
Melinda.Martin at ccs.spokane.edu<mailto:Melinda.Martin at ccs.spokane.edu>
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