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Alma Acquisitions

Alma Acquisitions training guide.

Finding and Reviewing Orders

Reviewing POLs and POs

If you review and confirm orders with an In Review status, you can do this from one of two places:

  • Go to Acquisitions >> Purchase Order Lines >> Review and review each tab - Assigned to Me, Unassigned, or Assigned to Others
  • Use the Task List on the Alma home page, either the Task List widget or the icon in the menu bar
    • Click on the section header for Order Lines - Review – Unassigned or Order Lines – Review – Assigned to Me to open that tab
    • If you don’t have a Task List widget, click on the plus sign on the home page and then click on the box next to Task List to add it.

 

On the Purchase Order Lines in Review screen:

  1. Use the facets on the left to limit your list
  2. Review the snapshot of information in the list, or click on Edit to review the entire POL
  3. Take an action on the order using the row action item list
    1. Most of these are self-explanatory, but you can read more about them at https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/020Purchasing/040Reviewing_PO_Lines
    2. Relink = relinking the order to a new bibliographic record. We’ll look at this more closely in the Order Maintenance section.
    3. Change Bib Reference only changes the short bib information on the Description tab in the order. Again, we’ll look at this in Order Maintenance.