1. After logging on to Alma, go to Acquisitions / Receiving and Invoicing / Create Invoice.

2. Choose From File and select Next.

3. Enter:
   1. vendor code (or search by vendor name and select from list)
   2. File type: EDI
   3. Upload file: Navigate to the folder containing the EDI file.
   4. Click Upload and Run Invoice Create Job.
   5. A message will appear in the top, right hand side of the screen to let you know whether the invoice job has completed successfully. Click the link for the job number.

Alternatively, if you don't click this job number link at this point, you also access the next steps by going to Admin / Monitor Jobs.
 

4. The job might initially appear on the Running tab. Once it's done running, it will appear on the History tab. Click that tab to view the finished jobs.
5. Click the job you've just completed.

6. Expand the Alerts section to check for any errors with the file load process.

7. Expand the Invoice section, highlight the invoice number and copy it.

8.  Search for the invoice in the persistent search bar at the top of the screen.
9. Click the ellipses (...) next to the invoice retrieved and choose Go to Task List.

10. Click the invoice number to enter the invoice in Edit mode.

11. Review the invoice to check that all lines imported correctly and modify as necessary.
    You can fix an issue with an invoice line by clicking the ellipses on that line and choosing Edit.
12. Proceed to process the invoice as you normally would.