Create and Edit a PO Line for DVD & BluRay
- Open Alma and search for the correct record.
- Click Order
Summary Tab
In the PO Line Owner and Type window
- Select the PO line type - Physical - One Time
- Select the PO line owner - Simpson Library
- Load from Template can be left blank
- Assign Inventory Manually
- Click Create PO Line
- Confirm This PO Line will not create an inventory item.
In the Purchase Order Line Details
- Click Add Location:
- Number of items to add is usually 1
- Supported libraries - Simpson: DVD Collection (video)
- Leave Item policy blank
- Click Add
In the Vendor Information Section
- Add Material Supplier, you can Select from a list
- Enter the List price - use the Net Amount from the invoice
- Click Add Fund - Choose General Books GEN-21 FY-2023 or current fiscal year
- The percent amount and amount should be automatically populated
- Click Add Fund
- Click Order Now
- Write the PO Line number on the invoice next to the title
- Confirm message: You are about to send this order: POL-12345, Are you sure you want to perform this action?
This process automatically creates a holding record and sends the item to the Receiving Workflow.
Now you are ready to Receive the items in Alma.