1. Log into LibAnswers to retrieve the invoice from Rialto. Download the invoice and rename to fit the pattern: vendor_invoice# (ProQuestRialto_xxxxxx.pdf).
2. Place downloaded invoice into One Drive Folder: Electronic Resources Working > E-Resources Invoices > Monographs (74403)
3. In Alma navigate to Acquisitions > Receiving and Invoicing > Approve (Invoice) and find your invoice (by vendor and invoice number) in the queue.
4. Click on the "..." on the right side of the screen and select "Edit"
5. On the "Summary" Tab verify that the following fields match the invoice
6. Click on the "Invoice Lines" Tab and verify that the items listed on the PO match what's in Alma
7. Click on the "Attachments" Tab and click on "+ add attachment" link. Upload the pdf of the invoice that was previously saved to the One Drive.
8. Click "Approve" (this will close out the POL and change encumbered funds to expenditures)
9. In LibAnswers, close out the ticket using the Internal Note Macro for Rialto Invoicing.
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Invoices needing to be invoiced in Alma will be in the One Drive Folder (To be invoiced_Alma)
1. Log into Alma
2. Check the Master E-Resources Sheet to find the POL number of the resources you are invoicing. In Alma, do an Order Line search for the POL number and make sure the amount on the invoice matches the amount of the POL Line. If the two amounts don't match, edit the POL to match the dollar amount on the invoice.
3. Navigate to Acquisitions > Receiving and Invoicing > Create Invoice
4. Select Invoice Creation Process - choose “From PO” and click “Next”
5. Check the Master E-Resources Sheet to find the PO number of the resources you are invoicing. Enter the PO number into the PO Line field and click "Save"
6. Reference the Invoice in order to fill out the rest of the information in Alma.
7. On the Summary Tab fill out the following information and the click on the Invoice Lines Tab
8. On the Invoice Lines Tab click on the "..." on the right side of the screen and choose "Edit". The following needs to be filled out or double checked and then click Save and navigate over to the Attachment Tab.
9. On the Attachment Tab click "+add attachment". A box will appear where you can find the file and attach it in Alma. Once the invoice pdf has been attached then click "Save and Continue".
10. When you are finished invoicing in Alma, please move the Invoice from the To be Invoiced_Alma folder to the appropriate folder in One Drive (Databases (74410), Monographs (74403), or Journals (74400)).
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