Alma Acquisitions

The invoice steps should be done immediately after the Receiving Physical Items steps for Amazon orders only.

1.Search for the item with Order Lines search in the persistent search bar: 

2. Jot down the PO number (not the PO line number) Use just the number part, ignore the letters.

3. Go to Acquisitions > Receiving and Invoicing > Create Invoice.

4. There are 3 choices for invoice creation. Click the button for From PO. Click the NEXT button.

5. Enter the PO number in the search box. Alma should find the PO--select it. Click the SAVE button. There should be a message in green saying the invoice has been successfully created and Alma shows the Invoice Details screen. 

6. Click on the Summary tab.

7. Make sure the Payment Method is Credit Card. Click SAVE AND CONTINUE.

8. Go to the Alma home screen. In the Task List widget click on the Invoices task.

15. The Invoice Details page opens.

• In the Payment Information section, in the Payment Status field change it from "not paid" to "paid."

• In the Payment Identifier field enter the name of the vendor (example, Amazon, GOBI, JSTOR, etc.) and then if the vendor is anything but GOBI, include the word "Visa." NOTE: Scroll up to the top of this page to see the vendor.

16. Click the SAVE AND CONTINUE button in the top-right.

The invoicing process is complete. Place the item in the physical processing area.