Tag: finance

Alma - ERP invoices integration using APIs
The Alma acquisitions process includes ordering and receiving materials from vendors, which involves the handling of both orders and invoices by vendors. Invoices are handled outside of the library's scope, usually by the institution's Enterprise Resource Planning (ERP) system. Invoices must therefore be exported from Alma to the institution's financial system. Institutions that want to…

ALMA FINANCE

Integration with institutional finance
Our integration with the institutional finance office is to send printed & signed invoices (vouchers for payment in Voyager-speak). We use a perl script which grabs the xml output of the ERP export invoices for payment job, formats each invoice into a basic .rtf format accepted by Finance and then emails it to selected addresses.…

ALMA FINANCE

Alma invoices with PeopleSoft
We use PeopleSoft as our finance system. When vendor invoices are ready for payment we produce an XML file of invoices for payment. We use a perl script to convert the invoices from Alma format into PeopleSoft required format. In https://github.com/briandwo/alma_to_psfeed you will find: The perl script Alma invoice xml sample PeopleSoft invoice sample Alma…

ALMA FINANCE

Exporting Invoices and Importing Payments with Banner and Alma
On the surface of it, integrating Alma and Banner for invoices and payments is relatively straightforward. Alma has well-defined XML formats for these integrations, and as long as either your campus IT staff can parse Alma's XML into a format appropriate for Banner, or you can do this for them, setting up either is very…

ALMA FINANCE

Alma invoices for FinanceOne
Context Our University uses the Finance One accounting package to pay invoices. The Library uses Alma to manage vendor transactions. When vendor invoices are ready for payment we produce an XML file of invoices for payment. Previously we used a perl program to extract Voyager invoices ready for payment into CSV files, one for local…

ALMA FINANCE

convert Alma invoices from XML to CSV
The content of this article was contributed by¬†Catherine Wilbur from the University of Windsor <cwilbur@UWINDSOR.CA>   In the University of Windsor We use ERP Enterprise One version 8.0 as our Finance system. This system expects invoices in CSV format. We use XSLT in order to convert the Alma exported invoices from XML format to the…

ALMA FINANCE

Mapping of Alma specific information to SAP specific information
Alma exports invoices in the following structure: One xml file includes multiple invoices An invoice can consist of multiple line items with different accounting information For more information regarding the Alma invoice export see Invoice Export. Institutions need to map the exported Alma information into their ERP system. In this article, we describe the way…

ALMA FINANCE

EDI Invoice Loader
Author: Christine Moulen Additional author(s): Institution: Massachusetts Institute of Technology Year: 2008 License: MIT License Short description: Use, modification and distribution of the code are permitted provided the copyright notice, list of conditions and disclaimer appear in all related material. Link to terms: Detailed license terms Skill required for using this code: intermediate Description The…

ALEPH FINANCE