Alma supports these basic Acquisitions workflows:
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Receiving workflow (Physical titles)
- Receipt of Physical material is indicated via a Receiving process on the item records
- Items can be marked as Received as a separate process or during the invoicing process
- 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
- One-Time orders close when fully invoiced and received
- Continuous orders remain in the status "Waiting for Renewal" once an item has been received and the invoice paid: these orders are closed manually
Activation workflow (Electronic titles)
- Electronic titles go through an Activation process (rather than a Receipt process) in Alma; the link is tested and then made active
- One-Time orders close when fully invoiced and activated
- Continuous orders remain in the status "Waiting for Renewal" once activated and the invoice paid: these orders are closed manually
Invoicing workflow
- 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
- Invoices go through a system validation and review (if there is any missing or inaccurate data) process after creation
- Invoice approval is the final step
POL Statuses
See: POL Statuses (Both O&C) (TtT)TtT)