Acquisitions-Focused Navigation & Customizations

Acquisitions Menu

Click on Acquisitions in the menu bar to display a full list of links to Acq-related tasks.

Dashboard Widget Suggestions

The Tasks Widget includes several workflows that require Acquisitions, Serials and/or Finance operator follow-through such as:

• Purchase Order lines in Review
• Purchase Orders in Review
• Claims list
• Items in your work order department
• Invoices in Review
• Electronic Resources activation list

The tasks list is also available via the Tasks Icon on the menu bar:  

Recent Pages Feature

Alma automatically lists your most recent pages on the dashboard, which should aid access to the most frequently visited places:

Quick Links

Hovering over any menu option will display a grey star to the left of the entry; clicking on that star will activate that entry as a Quick link and a persistent blue star will remain. 

The quick links can be retrieved via the quick link star icon on the menu bar

Suggested Quick links:

• • Resources > Cataloging > Open Metadata editor
  • Resources > Cataloging > Search External Resources
  • Selected entries under Fulfillment, etc.

Repository Search for Orders ("Order Lines") -- Searchable fields 

The fields listed here are available as search indexes within the Order lines search. The fields and descriptions reflect information appearing in the Purchase Order Line Details tab of an Order line.

The default Repository search box allows a simple search by one field. Click the Advanced link to open the Advanced search which allows simultaneous searching by multiple criteria.

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Field	Description
Additional PO Line Reference	An additional identifier for the PO Line
All	Search all searchable fields
Author Name	As listed in PO-Line 'Description' tab.
Fund code	Numerical fund code
Fund name	e.g. "Coolidge"
Import Job ID	Identifies PO Lines affected by a given import job
MMS ID	Alma system number
Material Type	"Book", "DVD", "Laptop Charger", etc.
PO Line	Order number e.g. X890491
PO Line type	e.g. "Print Book - One Time"
PO reference number	PO number associated with the PO-Line
Physical location name	Name of holding library, e.g. "Widener"
Publication place	As listed in PO-Line 'Description' tab.
Publication year	As listed in PO-Line 'Description' tab field 'Publication Date'.
Publisher	As listed in PO-Line 'Description; tab
Receiving notes	A note to the receiver (e.g. serials routing info).
Reporting code	the Object code value within the financial fund string. e.g. Rare Books^Special Collections (7021)
Secondary reporting code	not currently in use
Sip ID	Identifies PO lInes that were part of a given job
Standard number	Matches Identifier field in the Summary page of PO Line. (e.g. ISBN/ISSN)
Tertiary reporting code	not currently in use
Title - Starts with	Matches only the first part of the title (e.g. "Harry Potter and the")
Vendor account code	the code field of the vendor accounts e.g. "FAL01-D-FINE", "WIDEU-4005285"
Vendor code	e.g., "HRSW"
Vendor invoice number	e.g., "12345" (returns all vendor invoices with the given number)
Vendor name	e.g. "Harrassowitz"
Workflow	Matches workflow step, or PO line status (e.g. "In review")

Updated 3/28/18

Note

In the "Purchase Order Lines" search results list; 

• The just-executed search query can be saved using the button at upper right below the menu-bar labeled 'Save Query'
• Available search facets appear in a column to the left of the results list; Can be toggled on or off by clicking ">>" symbol next to "Facets"

Order Lines – Simple Search fields (3/29/18)

Order Lines – Advanced Search fields (3/29/18)