Configuring Acquisition Activities

To configure acquisition activities, you must have the following role:

Acquisitions Administrator

The infrastructure for the acquisition workflows involves configuration of Alma functionality with regards to POs, invoices, licenses, and other activities, and includes setting rules for the workflows for these processes.

The location filter on this page is disabled. Acquisitions configuration is at the institution level, not the library level.
Note that some configuration changes in Acquisitions impact other functional areas. Consider the impact on other functional areas before making changes to existing configurations.

The following table lists the available configuration options.

For a full reference of all the code tables provided with Alma, see Alma Code Table Reference.

Configuration Options
Section	Configuration Item	Configuration Level	See
Purchase Orders	1st Reporting Codes 2nd Reporting Codes 3rd Reporting Codes 4th Reporting Codes 5th Reporting Codes	Institution	Configuring Reporting Codes
	Purchasing Review Rules	Institution	Configuring Purchasing Review Rules
	Shipping Method	Institution	Configuring Shipping Methods
	PO Line Cancellation Reasons	Institution	Configuring PO Line Cancellation Reasons
	PO Line Types	Institution	Enabling/Disabling PO Line Types
	PO Line Deferral Reasons	Institution	Configuring PO Line Deferral Reasons
	Acquisition Method	Institution	Configuring Acquisition Methods
	Searchable Columns This page is no longer in use.	Institution	Configuring PO Line Search Field Options
	EDI Vendor Note Fields	Institution	Configuring EDI Vendor Note Fields
Invoices	Invoice Review Rules	Institution	Configuring Invoice Review Rules
	Invoice Approval Rules	Institution	Configuring Invoice Approval Rules
	Disapproval Reasons	Institution	Configuring Invoice Disapproval Reasons
	VAT Codes	Institution	Configuring VAT Codes
	Payment Method	Institution	Configuring the Default Payment Method
	Invoice Line Types This link appears only after enabling the customer parameter invoice_split_additional_charges(see Configuring Other Settings).	Institution	Configuring Invoice Line Types
	Explicit Exchange Rates This link appears only after enabling the customer parameter currency_exchange_use_explicit_ratio (see Configuring Other Settings)	Institution	Configuring Explicit Exchange Rates
Licenses	Sections Order	Institution	Configuring Sections Order
	Manage License Terms	Institution	Managing License Terms
	License Storage Location	Institution	Configuring License Storage Locations
	Access Model	Institution	Manage Access Models
	License Review Status	Institution	Configuring License Review Statuses
	Discovery Interface Labels Customized	Institution	Viewing User-Created License Terms that Appear in Primo
	License Term Controlled Vocabulary	Institution	Configuring License Term Controlled Vocabulary Values
Purchase Requests	Purchase Request Reject Reasons	Institution	Configuring Purchase Request Reject Reasons
Purchase Requests	Purchase Request Material Types	Institution	Configuring Purchase Request Material Types
General	Other Settings	Institution	Configuring Other Settings
	Currency Subset	Institution	Configuring Currencies
	Fund and Ledger Fiscal Period	Institution	Configuring Fund and Ledger Fiscal Periods
	Receiving Departmental Validations	Institution	Configuring Receiving Departmental Validations
	Fund Types	Institution	Configuring Fund Types
	Acquisition Jobs Configuration	Institution	Configuring Acquisition Jobs
	Subscribers	Institution	Configuring COUNTER Subscribers
	Legal Deposit Reports	Institution	Configuring Legal Deposit Report Paths
	Survey Question Multiple Choice	Institution	Configuring Multiple Choice Survey Questions