How do I get an POL out of review that has a POL that migrated with an Acquisitions Method of Purchase?

Answer

Aleph to Alma Migration Cleanup: Getting POLs out of review for Acquisitions Method "Purchase"

Acquisitions Method of Purchase sends an email to the vendor to complete the Order in Alma, so POLs and POs will go into review if a migrated POL has this acquisitions method and the vendor is missing a preferred email address for orders. Add your own email address to remove POLs from review, or else the vendor will receive an order request from your library.


If a POL is in review with an acquisitions method of Purchase:

  1. Add your email to the contact tab for the vendor as the preferred ordering email
  2. Go to: Acquisitions>Purchase Order Lines>Review
  3. Click Edit from the ellipses of the PO you want to move out of Review
  4. Click Save and Continue (this will push it out of review)
  5. You will receive and email for the "order"
  6. Delete your email from the vendor record

Topics

  • Last Updated Oct 31, 2022
  • Views 311
  • Answered By Margaret McGee

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