Configuring Other Settings (Acquisitions)
To configure other settings, you must have the following role:
- Acquisitions Administrator
- General System Administrator
You can customize additional settings on the Customer Parameters Mapping Table page (Acquisitions > Acquisitions Configuration > Configuration Menu > General > Other Settings).
Customer Parameters Mapping Table Page
The following table describes the parameters available on the Customer Parameters Mapping Table page.
| Parameter | Description |
|---|---|
| acq_distribute_changes_last_run | The last date that the Distribute Network Acquisition Changes to Members job ran. The job copies all vendors that have been added to the Network Zone since this date. For more information, see Sharing Vendor Information in a Network Zone. The format is YYYYMMDD (or YYYYMMDD_hhmmss). |
| acq_distribution_job | Whether the Distribute Network Acquisition Changes to Members job is active (true) or not (false). For more information, see Sharing Vendor Information in a Network Zone. |
| acq_use_vendor_account_email | Whether to send vendor-related to emails to the email defined for the vendor account (true) or for the vendor (false). The default is false. |
| acquisition_accrual_mode | Whether the institution can work with accrual accounting (true) or not (false). See Working with Accrual Accounting. |
| assertion_over_po_line_price | Sends the PO line for review if the specified price is reached and the AssertionCode in the Purchasing Review Rules is set to Price limit reached. Leave empty or enter a value 0 or higher, with up to two decimal points. The default is 10000. |
| auto_claim | Whether a claims notification is sent automatically by email to the vendor when a one-time PO line is sent to the claims task list (Y to send the notification, N or empty otherwise). |
| auto_claim_co | Whether a claims notification is sent automatically by email to the vendor when a continuous PO line is sent to the claims task list (Y to send the notification, N or empty otherwise). |
| expended_from_fund_default | The default value of whether VAT is expended from the invoice line’s fund (true or false). |
| exportPrepaidInv | Whether the Export to ERP check box is displayed when you select Prepaid on the Invoice Details page (true or false). |
| handle_invoice_payment | Whether invoices are sent to the Waiting for Payment Invoices page to await automatic or manual handling (true), or closed automatically when they are exported to the ERP system (false). For details, see Working with Invoices Waiting for Payment. |
| invoice_allow_vat_in_line_level | Whether VAT can be configured for an invoice on the invoice line level (true) or not (false). |
| invoice_high_total_price | Alma sends the invoice for review/approval if this price is reached and the AssertionCode in the Invoice Review/Approval Rules is set to High total price. The value is assumed to be in the system's default currency. In the rare case that this value is less than 1, enter a leading 0. For example, 0.44, not .44. |
| invoice_not_unique | Whether you can save non-unique invoice numbers that have the same vendor in the inventory database (true) or not (false). When true, this enables you to uniquely identify records with the same invoice number and the same vendor. See Creating Invoices. |
| invoice_prefix | Not in use. |
| invoice_skip_erp | Whether the invoice workflow skips the step where the invoice is Waiting for Payment (true) or not (false). For details on how this setting affects the invoicing workflow, see step 2 in Invoicing Workflow. |
| Invoice_split_additional_charges | Whether:
|
| invoice_subscription_overlap | Whether the Check subscription date overlap check box is displayed on the Invoice Line Details page (true or false). If this parameter set to true and the check box is selected, Alma checks all invoice lines associated with the PO line to determine whether there is an overlap of invoice dates for continuous subscriptions and if there is, issues an alert to this effect. |
| invoice_use_pro_rata | Whether the Use pro rata setting is selected by default when creating new invoices (true or false). |
| no_e-task_on_close_po_line | Whether a task is created when an electronic PO line is closed (the task reminds the user to deactivate the resource). true indicates that the task is NOT created; false indicates that the task is created. The default is false. |
| po_line_prefix | The prefix to be used for all PO lines. The default is POL- . |
| po_line_send_notification_to_vendor_on_renewal | Whether an email should be sent to vendors when a subscription is renewed. Note that the vendor’s preferred email address is used (true or false). |
| po_packed_by_fund | Whether PO lines are automatically packaged into POs according to funds (true or false). If set to true, institutions working with functional funds are able to locate all the POs associated with a specific fund and manage PO approval more efficiently. For more information, see Packaging PO Lines into a PO. |
| po_prefix | The prefix to use for all POs. The default is PO- . |
| release_remaining_encumbrance_for_edit | Whether encumbrances are released for continuous order PO lines in invoices that are created using EDI (true or false). |
| trial_notification_before_start_date | Not in use. See the job Trials – Start and Notify Participants in Viewing Scheduled Jobs. |
| vat_percent_default | The default percentage of VAT in the institution. The default is initially 0. |
| view_holding_in_receiving | Whether holdings information is displayed when viewing receiving items (true or false). |
To edit other Acquisitions settings:
- On the Customer Parameters Mapping Table page, change the Table Description as required.
- In the Mapping Table Rows section, locate the setting that you want to edit, and click Customize.
- Modify the parameter value as required. Click Restore to restore the initial parameter value.
- Click Save to store the modified settings in the system.