Posting CFS Payment Notifications to Alma

Current Process at CSU San Marcos

1. CFS exports a CSV file with the payment confirmation data
2. We run a script to check each row in the export file for invoice ID and use that value to lookup the Vendor ID via the Alma API.
3. The script writes the data from each row of the CFS export file to an XML file, inserting the Vendor ID for each invoice (as retrieved from the API response).
4. The XML file is manually uploaded to Alma.

Enhancement recommendation

• Allow for using Financial Sys. Code (with invoice ID) as identifier when loading the payment confirmation file into Alma. This will remove the need for the API lookup (for vendor ID).