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Columns highlighted in yellow are specific to San Marcos and not required for automationintegration.
| Step | Alma export of invoice data | Data conversion | PeopleSoft upload of Alma invoice data | Invoices scanned | Alma Analytics report | AP Control Group (CG) report | Scanned invoices & CG report delivered to Library Administration | Invoice approval deadline | Payment generated |
|---|---|---|---|---|---|---|---|---|---|
| Day / Time | Wednesday, 2am | Wednesday, 3am | Wednesday morning | Wednesday or Thursday | Thursday morning | Thursday noon | Friday morning | Tuesday EOB | Thursday |
| Recipient / Destination | IITS File Server (Boomarang) | N/A | Upload to PeopleSoft | Retained in email by Library Acquisitions | Library Acquisitions | Library Acquisitions | Library Administration | Emailed by Library Admin to Veronica Roman and Valerie Rodriguez in AP, with copy to Library Acquisitions. | N/A |
| Processing Goal | Automated | Automated | Automated | Manual | Automated | Manual (emailed or dropped off in Box) | Manual (emailed) | Manual (emailed) | Automated |
| Development Status | Production Ready | Production Ready | - currently manual upload; FSO working on automation | Production Ready | Production Ready | Production Ready | Production Ready | Production Ready | Production Ready |
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