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2 results found

  1. Copy PO Line Prices to Item Replacement Cost

    Add a new configuration parameter to automatically copy the physical one time PO line price to the item Replacement cost. If the PO line's currency is different than the institution's default currency, the amount is exchanged and copied to the item (with no currency). The possibility (for an operator, a job or an API) to update or remove the amount in the Replacement cost should remain. Customers should be free to activate or not this configuration (true/false parameter).

    196 votes
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    16 comments  ·  Acquisitions - General  ·  Admin →
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    Planned  ·  AdminZohar Shemesh (zohar.shemesh@exlibrisgroup.com, Ex Libris) responded

    Dear Community,


    This is to update you that we plan to develop this requirement in a future Alma release. 


    The PO line price could be automatically copied to the item's "Replacement cost" field in the following scenarios:

    - Upon PO line creation 

    - When changing the PO line price

    - When adding or removing items to/from the PO line.  


    We plan to allow this by settings 2 customer parameters:

    (1) One that will turn the functionality on and off, and will have the following values:
    0- false
    1- copy the price from the PO line's "List price" field
    2- copy the price from the PO line's "Net price" field and divide by number of items in the "Ordered Items" section.


    (2) Another that will allow to add or reduce amount from the PO line price when being copied to the "Replacement cost" field. This will allow:
    - To add/decrease amount…

  2. Searchable invoice notes

    Add the capability for analytics and/or sets to generate a report based upon the note field. I have not been able to easily extract invoice notes from Alma. This would allow acquisitions departments to extract useful invoice data that may be unique to their institution. Also, if a library has Alma directly connected to an external payment system error reports will generate within the invoice note field. Having a way to easily extract these note through a report feature would be beneficial.

    118 votes
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    3 comments  ·  Acquisitions - General  ·  Admin →
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