EDI = Electronic Data Interchange. EDI allows for a way to electronically exchange order and invoice information between an institution and vendor. EDI Communication in Alma is done via FTP server where the files are kept (EDI file can also be manually imported into Alma). Alma uses the UN/EDIFACT standard for electronic communications for EDI order and invoice information.
The vendor EDI account information is stored in the vendor’s record in Alma, which allows for EDI orders and/or invoicing. EDI order and invoice files are linked to the vendor’s record and available to view from the “Attachments” tab.
Required information for EDI Communication (should be set up with the vendor prior to integration):
EDI communication in Alma uses the PO or PO line numbers as match points when creating EDI invoicing:
The below vendors are Alma verified EDI vendors:
|Baker & Taylor||Coutts (ingramcontent)|
|Harrossowitz||LM Information Delivery|
|Midwest Library Service||Prenax|
|Proquest Ebook Central||Teldan|
|William S. Hein & Co, Inc.||
WT Cox Information Services
Note: Any vendor not listed above should be able to use EDI Invoicing if they use the same EDI types as Alma. The above vendors has been tested and verified
One of the following roles are required to configure EDIs in Alma:
To Configure EDI Invoicing:
EDI Invoices can be created using the following processes:
To view EDI files: