Acquisitions
- Introduction to Acquisitions
- Alma acquisitions is the process by which an institution acquires new items or services.
- Purchasing
- All about purchasing materials for the library, including one-time purchases, subscriptions, and standing orders.
- Purchasing Workflow
- Creating PO Lines
- Real-Time Ordering
- Manually Creating a PO Line
- Creating Service Subscription PO Lines Without Inventory
- Working With Legal Deposits
- Patron Purchase Requests
- Searching for PO Lines
- Reviewing PO Lines
- Closing, Reopening, and Relinking PO Lines
- Packaging PO Lines into a PO
- Approving and Sending POs
- Managing EDI Order Report Tasks
- Deleting POs
- Receiving Material
- Receiving Physical Material
- Post-Receiving Processing
- Processing Claims
- New Page Test - Doc
- Invoicing
- All about invoicing and paying for library purchases.
- Renewals
- All about processing subscription renewals.
- Deferrals
- Saving orders for a later time.
- Evaluations and Trials
- You can purchase resources on an evaluation / trial basis.
- Import Processing
- To import order information, create and run an import profile.
- Acquisitions Infrastructure
- Acquisitions activities require you to define vendors, funds, ledgers, and licenses and agreements.
- Advanced Tools
- Miscellaneous tools for managing acquisitions.
- Configuring Acquisitions
- Administrator's tasks for configuring areas of acquisitions.
- Configuring Acquisition Activities
- Configuring Reporting Codes
- Configuring Purchasing Review Rules
- Configuring Shipping Methods
- Configuring PO Line Cancellation Reasons
- Enabling/Disabling PO Line Types
- Configuring PO Line Deferral Reasons
- Configuring Acquisition Methods
- Configuring PO Line Search Field Options
- Configuring Invoice Review Rules
- Configuring Invoice Approval Rules
- Configuring Invoice Disapproval Reasons
- Configuring VAT Codes
- Configuring the Default Payment Method
- Configuring Invoice Line Types
- Configuring License Sections Order
- Managing License Terms
- Configuring License Storage Locations
- Configuring License Review Statuses
- Viewing User-Created License Terms that Appear in Primo
- Configuring Other Settings (Acquisitions)
- Configuring Currencies
- Configuring Fund and Ledger Fiscal Periods
- Configuring Receiving Departmental Validations
- Configuring Fund Types
- Configuring the PO Line Packaging Job
- Configuring Purchase Request Reject Reasons
- Configuring Legal Deposit Report Paths