Skip to Main Content
SUNY OLIS logo
 

Alma Acquisitions

Alma Acquisitions training guide.

PO Line Invoices

The process for creating an invoice from a PO is the same as manual, except that you’ll skip the Invoice Details page and move straight to adding or editing Invoice lines.

Information from the POLs on that PO will be automatically added by Alma (including the correct Invoice Owner), but there are a few critical changes:

  • The default Invoice number will be the PO number. You will need to manually change that on the Summary tab to the actual vendor invoice number.
  • You may need to add Fund information for some invoice lines, if these weren’t identified during the ordering process.
  • You can leave the Discount, Insurance, and Overhead invoice lines at zero, unless you have information to add here.

When you’re finished updating the invoice, click on Save and continue.