...
- In order for the Repository search results and the Metadata Editor for holdings to display the location name for items instead of only the location code, navigate to Resource Configuration | Configuration Menu | Library/Location Display and select Name or Code + Name:
- As with the Fine/Fee type table, you can also customize which item material types you want to use in Alma. This will alter which material types display as possible inventory material type values. It will help streamline your material type choices if you deselect any item material types that you don't plan to use in Alma. You can also alter the labels for the default item material type values, if you need to reflect a material type that doesn't exist in the table. Navigate to this table by going to Resource Configuration | Configuration Menu | Physical Material Type Descriptions. Deselect Enabled for any values that you don't want to use. Alter the Description for any new values that you would like to use in Alma.
Acquisitions
Associate your acquisitions department with a circulation desk, so that acquisitions staff may receive items directly, without setting them in transit to the circulation desk. In order to streamline the receiving process, you can set up a circulation desk to fully function as an acquisition desk. This means that you will never need to use an ‘acquisitions desk’. Instead, all acquisitions staff will use the ‘circulation desk’ as their primary desk. The circulation desk effectively becomes a combined acquisitions desk and circulation desk. The procedure for how to set this up is here: Receiving In Process items in order to avoid In Transit. This procedure will allow you to avoid setting received items in transit at the point of receiving them. If you are a small library, or don't need to set items in transit after receiving them, this is a good configuration option.
Ensure your invoice configurations dictate the workflow used on your campus. Navigate to Acquisitions | Configuration Menu | Other Settings.
Two settings in this table affect the invoice status and next steps after it's created in Alma:skip_erp
True = invoices are sent to campus manually or using some mechanism outside of Alma to convey invoice information.
False = invoice information is exported directly to Peoplesoft from Alma.
handle_invoice_payment
True = library plans to enter invoice payment information obtained from campus accounting (such as payment date, voucher number, etc.). Once invoice payment information is sent to campus the status of the invoice remains open with a status of “Waiting for payment” until additional information is entered.
False = once library sends invoice information to campus accounting the invoice is marked as paid and closed. No further processing is required.
- Check that your default Purchasing review, Invoice review and Invoice approval rules reflect your institution's workflow and approval requirements. Your default settings will vary depending on how your institution filled out the configuration worksheet. These rules are worth checking to ensure the approvals/reviews required at your institution are set up correctly and for institutions that don't require approval or review or have a small staff where one person does all the ordering and invoicing, setting these rules to False will ensure the most efficient workflow.
...