Purchase Orders
WORKFLOW OVERVIEW
FLOWCHART PURCHASE ORDERS.pdfThis chart is color coded and designed to link workflows together. Colored circles at the edges of this chart are meant to be matched with the corresponding circle colors and circle numbers on the edges of other charts. Blue underscored text hyperlinks to Ex Libris documentation. (Workflow Poster View)
Blue - Purchase Orders
Yellow - Invoicing
Pale Orange - Renewal
Pale Red - Receiving
LOCAL DOCUMENTS
Alma Acquisition Presentation_PO_IZ to NZ.pptxAlma Acquisition Training PowerPoint Presentation
Presented April 6, 2017
Purchase Order Workflow and Sharing IZ Brief Record to NZ
Download the PPT to read slide notes
Purchase Orders Workflow.pdfPurchase Orders Workflow: This document shows the process of purchase orders within Alma. The process starts from Purchase Order Methods (i.e. Vendor APIs/Library Service Providers, EOD Files, and Purchase Requests) to Approval and Sending POs.
PO Workflow Basics for Small Orders Wiki Update FY21.docxPO Workflow Basics: Small Orders
Working from an invoice or small stack of books
Using Non_Alma PO Numbers.pdfUsing Non-Alma PO Numbers (additional information can be found in ExLibris documents, Reviewing PO Lines and Packaging)
Video - Relinking Scenario 1: How to move a PO line from a bibliographic record that only lives in the IZ to the CZ electronic portfolio. Please note steps at the bottom of the screen as there is no audio on this video.
(Thanks to GSU's Jackie Watkins for creating the video.)
EXLIBRIS DOCUMENTS
SUPPLEMENTAL LINKS
California State University System
Training materials for all functions including acquisitions.
University of Rhode Island