Getting Your Money's Worth: Exporting Invoices from Alma to PeopleSoft

Abstract

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San Jose State University Library, along with all California State University (CSU) libraries, recently migrated to ExLibris’ Alma and Primo, going live with our unified CSU library system in 2017. One of our most anticipated Alma features is the ability to export invoices from Alma into the campus PeopleSoft financial systems (ERPs). A team of systems and acquisitions staff from several campuses developed an integration plan that could be adapted for use by all our CSU libraries. Several libraries have now successfully implemented this process, improving their invoice workflow efficiency.

This presentation will highlight our integration process that links Alma Invoicing to PeopleSoft's financial system. We will include technical and organizational considerations, suggested Alma fund and vendor configurations, lessons learned, and future plans for expanded functionality. These guidelines may be adaptable for use in any Alma library.