[Wactclc-alma] Alma Acquisitions - Purchase request question

[Martin, Melinda]

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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