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Acquisitions Infrastructure

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 Period and Rollover

CARLI Technical Services Q&A, April 14, 2021. Fiscal Period Close in Alma.

Session Video for Fiscal Period Close
Fiscal Period Close Slides and Chat

Ex Libris Documentation on Fiscal Period Close in Alma
Setting up a Grace Period on your Ledgers and Funds in Alma