#Edi invoicing code

Go to Acquisitions>Receiving and Invoicing>Create Invoice.edi file will be uploaded if there are files waiting to be uploaded to Alma NOTE: Run Now can be selected to run the job at any time

#Edi invoicing code

EAN Code – ĮDI Invoices can be created using the following processes:.EAN per Account Code (Envelope Address Note Code).Alternatively, select libraries served by the institution and define the EDI code and type used by the vendor for the library.Put - Overwrites a file on the FTP server if the existing file has the same name as the new file.Append - Does not overwrite a file on the FTP server if the existing file has the same name as the new file.If this field is left empty, Alma will place the EDI files in the root directory.Input directory – [Type in the subdirectory in which the incoming EDI files are stored.S/FTP Connection – S/FTP server Alma and the vendor will be using:.A fund must be selected when 'Do not prorate' is selected When 'Do not prorate' is selected, it will create separate invoice lines for overhead and discounts.When 'Do not prorate' is unchecked it will prorate overhead and discounts alone the invoice lines.VAT = Value Added Tax (US does not use VAT).“Run Now” – allows the job to run immediately.Scheduling is only used for receiving invoices from a vendor.Standard - (XXXXXX = first six numbers from the vendor code).

Click Edit from the ellipses of the vendor.

Go to Acquisitions>Acquisitions Infrastructure>Vendors.

Note: Report changes to PO and PO Line numbers to vendors if the vendor matches on the PO or PO Line numbers so they can be updated on the vendor side when e-ordering or API New Orders is not being used.

The PO or PO Line number search is not case-sensitive.

GOBI EOCR-Plus uses the Gobi Order Key as the match point for EDI invoicing. PO Line must contain the GOBI order key to match.

PO or PO Line numbers are the match points for EDI orders or API new orders.

Match points when creating EDI invoicing:

EDI code for your institution - in institution level or in library level.

Required information for EDI Communication (should be set up with the vendor prior to integration): One of the following roles is required to configure EDIs in Alma: The vendor EDI account information is stored in the vendor’s record in Alma, and EDI order and invoice files are linked to the vendor’s record and available to view from the “Attachments” tab. Alma uses the UN/EDIFACT standard for electronic communications for EDI order and invoice information. EDI allows for a way to electronically exchange order and invoice information between an institution and vendor. EDI Communication in Alma is done via FTP from the server where the files are kept, though EDI files can also be manually imported into Alma.

Integrating Library Holdings with Vendor Order PlatformĮDI = Electronic Data Interchange.

E-Resources Orders (opens the E-Resources Guide).