Alma and PeopleSoft CFS Integration Workflow Example (San Marcos)
Alma Invoice Data Export to PeopleSoft
Columns highlighted in yellow are specific to San Marcos and not required for integration.
| 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 |
PeopleSoft Payment Confirmation Export to Alma
| Step | PeopleSoft Data Export | Data conversion | Alma Data Import | Alma Analytics Report |
|---|---|---|---|---|
| Day / Time | Thursday or Friday? | Thursday or Friday? | Thursday or Friday? | Monday? |
| Processing Goal | Automated | Automated | Automated Weekly or daily? | Automated |
| Development Status | - FSO is developing query for generating data export | - need to follow-up with IITS on the status of the conversion script | - Not tested | - Not tested |