How to configure reporting codes

How to configure Reporting Codes

To configure reporting codes, you must have one of the following roles:

• Acquisitions Administrator

• General System Administrator

You define reporting codes that can be used for analyzing acquisitions in subsequent reporting.

These codes appear in Alma in the drop-down lists on the PO line Summary tab. For example, if you have a reporting code for postage, you can then create a report that lists all PO lines that have postage reporting code. Reporting codes apply to all libraries within your institution.

You configure reporting codes in the 1^st, 2^nd, 3^rd, 4^th, and 5^th reporting code tables.

Configuration Menu>Acquisitions>Purchase Orders> 1^st, 2^nd, 3^rd,4^th, and 5^th Reporting Codes.

I clicked on 2^nd reporting codes, and it showed none, so I am creating one by clicking on Add Row

Click on Customize and search for one of your POLS and you will see the new reporting code in the dropdown.