How do I create a Purchase Order Line for an electronic resource that was already activated?

Answer

  1. Search for the desired electronic collection or electronic portfolio in the IZ
  2. Use the ellipses to select Order
  3. Create a POL by selecting the appropriate POL type and be sure to enter the renewal date and renewal reminder period, if the collection or portfolio is a continuing resource
  4. Click Order Now to automatically bundle the POL into a Purchase Order for invoicing, or click Save and Continue for the POL to be bundled into a Purchase Order as a regular overnight job and invoice later.
  5. Alma will add the newly ordered electronic collection or portfolio to the Electronic Resource Activation Task List. Because the resource is already activated, there is no reason to activate it a second time.
    • To remove the collection or portfolio from the Electronic Resource Activation Task List, navigate to the Resources menu and click on Manage Electronic Resource Activation in the Manage Inventory section.
    • Find the resource and use the ellipses to select Done. 
    • If you receive an error message that the electronic collection bibliographic record is suppressed, use the ellipses to select Unsuppress and then use the ellipses to select Done.
    • You'll need to suppress the bibliographic record once again. See the FAQ on how to suppress electronic collection bibliographic records from displaying in discovery

Topics

  • Last Updated Jul 25, 2023
  • Views 337
  • Answered By Margaret McGee

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