Page Comparison

Alma supports these basic Acquisitions workflows:

1. Purchasing workflow 

   1. Orders can be created either manually, or via an order load (called EOD: Embedded Order data)
   2. Orders can be either One-time (monographs) or continuous (serials and standing orders)
      
   3. Purchase order lines (POLs) contain the order information, vendor, budget, renewal period for ongoing orders, etc
   4. Inventory (Items and holdings) can be created automatically or manually during the POL creation 
   5. Purchase order lines go through a validation phase to check for mandatory information and an optional additional review phase
   6. Once the POL passes review and validation it is "packaged" into a Purchase order (PO) and sent to the vendor (if applicable): either by EDI or email
      
      

2. Receiving workflow for Physical titles

   1. Physical material can be marked as Received as a separate process or during the invoicing process
   2. For continuous orders, the Renewal date can be generated either automatically or manually
   3. after receipt, the titles can be assigned to another section for cataloging, binding etc, or marked In transit to be sent to their final destination
      
      

3. Activation workflow for Electronic titles

   1. Electronic titles go through an Activation process (rather than a Receipt process) in Alma; the link is tested and then made active
   2. For continuous orders, the Renewal date can be generated either automatically or manually
      
      

4. Invoicing workflow

   1. Invoices can be created manually (either from scratch or from a POL or PO), from an Excel file uploaded into Alma or loaded as EDI
   2. Invoices go through a validation and optional review process after creation
   3. Invoice approval is the final step

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