EDI = Electronic Data Interchange. 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. Alma uses the UN/EDIFACT standard for electronic communications for EDI order and invoice information.
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.
One of the following roles is required to configure EDIs in Alma:
Required information for EDI Communication (should be set up with the vendor prior to integration):
Match points when creating EDI invoicing:
The following vendors are Alma verified EDI vendors:
Note: Any vendor not listed above should be able to use EDI Invoicing if they use the same EDI types as Alma. The above vendors have been tested and verified
EDI Invoices can be created using the following processes:
FTP:
Uploading an EDI File:
Creating an Invoice:
To view EDI files: