Alma supports these basic Acquisitions workflows:

Can you please add somewhere: what should staff do if they need to back out of a step?  Such as:

• they click "Save and Continue" on an order but they meant to click "Order Now", etc.

I can make a list of where I think these potential trap spots are if that would be helpful...

• what they need to do will vary depending on where they are ... we have some info re this in the Order maintenance document; for other situations, we may need a list from you--dab
  

Purchasing workflow 

• Orders can be created either manually, or via an order load (called EOD: Embedded Order data)
• Orders can be either one-time (monographs) or continuous (serials and standing orders)
  
• Purchase order lines (POLs) contain the order information, vendor, budget, renewal period for ongoing orders, etc
• Inventory (meaning: items and holdings) can be created automatically or manually during the POL creation 
• Purchase order lines go through a validation phase to check for mandatory information and an optional additional review phase
• 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
  • If it is necessary to printout an order, it may be possible to send the email to a printer rather than to an email recipient. Bill is testing this--dab 

Receiving workflow (Physical titles)

• Physical material can be marked as Received as a separate process or during the invoicing process
• For continuous orders, the Renewal date can be generated either automatically or manually
• 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

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
• For continuous orders, the Renewal date can be generated either automatically or 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 validation and optional review process after creation
• Invoice approval is the final step

POL Statuses

See: POL Statuses (jmg--draft)