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Acquisitions Infrastructure: Funds, Rollover, Vendors

Acquisitions To-Do's and future work:

  • Alma Fiscal Period Close procedures
  • Basic ordering workflows
  • Ordering and the Network Zone (NZ)
  • EDI
  • Basics of searching for acquisitions data
  • Serials check-in
  • Work Order Departments

Staff Roles

Acquisitions Roles

Purchase Orders

Recommended Purchase Order Line Types
Import Profile for Embedded Order Data

Fiscal Periods and Rollover

Fiscal Period Rollover

Setting up a Grace Period on your Ledgers and Funds in Alma

April 28, 2022 Technical Services Q&A, Timely Acquisitions Topics 
April 28, 2022 Technical Services Q&A Slides and Chat

April 14, 2021 Technical Services Q&A Fiscal Period Close
April 14, 2021 Fiscal Period Close Slides and Chat

Ex Libris Documentation on Fiscal Period Close in Alma