Paying an Imported EDI Invoice

NOTE: Alma records expenditures upon invoice creation, not upon saving and closing.

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To locate an invoice imported via EDI, go to

Acquisitions => Receiving and Invoicing => Review

Locate the invoice in hand.

Actions => Edit

Review the invoice per normal invoice procedures.

Save and Continue to post.

If there are any errors in the invoice, you will be prompted to correct them.

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Do a Quick Search for Invoices and enter the invoice number or other search criteria. The invoice Status should be Closed (unless the item has not yet been received or activated in which case it will be In Review).

Locate a PO Line from the invoice.

If One Time, the PO Line Status should be Closed and the Invoice status should be Fully invoiced.

If Continuing, the PO Line Status should be Waiting for Renewal (date) and the Invoice status should be Partially invoiced.