Troubleshooting Steps for Alma Acquisitions - Receiving
Commonly encountered issues
- POL does not show up in Receiving Workbench.
- Check the workbench tab you are using. You might be in the wrong one.
- Check the filters you have used. You may have filtered to values that will not match the POL.
- Search for the POL via the POL search. Make sure you have it associated with inventory. If you do not, search for the inventory and link the item (one-time POLs) or the holding record (subscription POLs).
Related Articles
Acquisitions (Physical and Electronic) - Basic Information
Getting Started These are some excellent resources to use when starting a new position related to Acquisitions. We recommend that you review any workflow diagrams in the recommended documentation. Then, watch any relevant workflow videos referenced. ...
Troubleshooting Steps for Alma Acquisitions - Ordering
Troubleshooting Ordering (creation of POL through "Sending" the PO/POL) Core requirements Active Fiscal Year The Fiscal Year should be activated in the Fiscal Year table (Configuration > Acquisitions > Fund and Ledger Fiscal Period) Active ...
Troubleshooting Steps for Alma Acquisitions - Invoicing
Core requirements Active Fiscal Year The Fiscal Year should be activated in the Fiscal Year table (Configuration > Acquisitions > Fund and Ledger Fiscal Period) Active Ledger/Funds Must have one ledger that is activated The ledger must have one ...
Troubleshooting Steps for Alma Acquisitions - Activation
Commonly encountered issues POL for electronic inventory says the inventory is not activated. Check whether the collection or portfolio you activated links to the POL. You may have activated a different record than you have linked to the POL. You can ...
MARC BIB 9XX Fields for Acquisitions/EOD
9XX fields to use for Acquisitions and Item Information for the New Order Import Profiles There are four 9XX fields that a vendor is allowed to use to place acquisitions and item information into when using EOD files: 949 - Holding Record and Item ...