Q & A and Resources
5. Invoice payment options
Invoice Details page: "Payment methods" for the invoice: Cash, Credit card, Attachment, Deposit account, Prepayment, Special payment, Bank transfers, and Accounting department; use if Alma is connected to an ERP.
When this payment method is selected, the Prepaid check box in the Payment section is disabled and cannot be selected (see Payment, below)
7. Importing shelf ready, what happens to the invoice
ExL: Invoices can be created manually or imported from the vendor via EDI.
9. How does selecting Assign Inventory Manually change the workflow (e.g. receiving end)?
ExL: It’s not recommended because when you create the item manually later, after order it’s not linked to the POL or the acquisitions workflow (e.g. receiving).
10. For manual orders placed for physical items, "purchased at vendor system", after confirming Order Now, is the ordering done, with the next step receiving?
ExL: Yes; the order will have a “sent” status and only “sent” orders can be received.