You must have the Purchase Operator Extended role to delete a POL.
To delete a PO line:
Notes:
Alma will automatically close one-time orders after they have been received and paid for.
You can manually close a one-time order if the status is Waiting for Invoice, if needed.
To close an order, click on Close from the row action item list, then Confirm. Alma will close the POL and release any encumbered funds. If this was the only POL or the last open POL on a Purchase Order, Alma will also close the related Purchase Order.
To close one-time POL that has been re-opened and is in review:
To close an electronic one-time POL in Alma:
To activate an electronic portfolio:
Documentation:
There is a critical difference between Cancelling and Closing a PO Line/order:
The one you choose has an impact on both what happens next to the order and, sometimes, what happens to the inventory records that were created at the time of order creation.
Once you close a POL, this option in the row action item list will change to Reopen, so you can click on that to reopen the order.
Reopened orders go immediately into review, and you may need to edit the Acquisition method, price, or other details if these have changed. Once the updates are complete and the order is approved, it will either be sent to the vendor or simply changed in Alma as needed.
How to re-open a closed one-time POL:
There are two ways to change the vendor for an order that's already been sent. Find the order and use the buttons along the top:
The bibliographic reference is the brief bib description in the POL. Changing the bib reference does not mean changing the bib record a POL is linked to, or the holdings or items. Changing the bib reference is useful when an order was made on a provisional or stub bib record, but there is now better information available on the bib record that can be added to the POL description.
This feature is relevant for title-based PO lines, and cannot be performed on cancelled PO lines.
If you click on Change Bib Reference – either in the row action list or on the POL details screen – Alma will perform a repository search to find the correct updated bib information. There may be only one result, in which case click on it, or there may be more than one, in which case find the one you want and click on that. Alma will update the information accordingly in the POL bib description.