The basic receiving process is:
For some items, invoicing and receiving happen at the same time. In that case, Alma is designed to go through the invoicing process first, then seamlessly continue to receiving. Choose the order of operations based on the material itself and local practice.
Role for Receiving Materials
To receive material, you must have the Receiving Operator role.
There is a lot of information available on the Receive New Items list. Let's go through it section by section.
Finding Orders in the List
The on-page search box is right underneath the two tabs. Most of the criteria are self-explanatory, but a few notes:
There are several filters you can use to limit a large list. Again, most are self-explanatory, but a few notes:
List of Materials to Receive
Each order on the Receive New Items page shows a snapshot of information:
The Row Action Item List