Core requirements 

1. Active Fiscal Year 
1. The Fiscal Year should be activated in the Fiscal Year table (Configuration > Acquisitions > Fund and Ledger Fiscal Period) 
2. Active Ledger/Funds 
1. Must have one ledger that is activated 
2. The ledger must have one activated allocated fund with a positive balance that would cover the purchase 
1. Or they need overexpenditure allowances. You can set this in the rules for the ledger (inherited by all funds that do not specify other values) or the allocated fund. 
3. The ledger and fund must be for current FY-or within pre- and post-FY grace days 

Commonly encountered issues

1. I loaded an invoice via EDI or Excel, and it won’t proceed through the workflow.
   
1. Make sure each invoice line has fund information. Sometimes the code provided by the vendor does not match what you have used in Alma. 
   
2. It’s giving me an error about totals not matching.
   
1. Check the Summary Tab. Manually update the Total Amount field to match the calculated value in the Total Invoice Lines Amount field. 
   
3. I’ve invoiced a One-Time line. Why does it not say closed?
1. If it says sent, check that the item has been activated or received.
   
2. If it says it is Waiting for Invoice, check that the invoice has been approved and completed.  
   
4. Why does my Subscription line still say “Sent” and not something about waiting for Renewal?
   
1. Check whether you have received any inventory.