Ability to change Acquisition Method in POL
My understanding is that ExL cannot change the Order Line Type due to the inventory database structure. However, what about the Acquisition Method -- Purchase, Approval Plan, Purchase at Vendor System, Gift, Technical, etc? It would be extremely helpful to be able to change the Acquisition Method after an order is sent.
For example, we have some POLs that should have been Purchase at Vendor System instead of Purchase.
We had issues with a depository account where the POLs migrated as Purchase, but tracking our account balance was easier after changing all of them to Technical POLs.
We also have electronic resource POLs that migrated as Purchase, but they should be Technical POLs as we use them for invoicing, but they do not require activation. Currently there is no way to keep these titles out of the activation task lists and they often clutter the claims list.
If we could change the Acquisition Method, we would be able to keep all historical information (notes, invoicing, etc) in one record instead of closing and reopening new POLs (which increases the chance of error, clutters acquisition module searching, and wastes valuable time)
The ‘Update PO Lines Information – Advanced’ job can be used for this purpose.
Please see
exl-edu.com/01_Alma/Alma_Workflows/Acquisit..
-
Nat Gustafson-Sundell commented
Moshe,
Thanks -- yes -- the 'Update PO Lines Information - Advanced' job did do the trick for me.
Regards, Nat
-
Hi,
Would the 'Update PO Lines Information - Advanced' job be useful for that ?
Please see
http://exl-edu.com/01_Alma/Alma_Workflows/Acquisitions_Workflows/05-Jobs/ALMA-WF-ACQ-Update_PO_LinesThanks,
Moshe -
Christee Pascale commented
I agree with others. Being able to update Acquisition Method would be very help for migration clean-up.
-
Nat Gustafson-Sundell commented
It doesn't appear there has been recent commenting on this functionality, As Kristina Edwards mentioned, this would be very useful for migration clean-up.
-
Rosemary Patterson commented
Hi all, I'm not sure if this helps but we have found you need to remove the PO from the POL in order to be able to change the acquisitions method. This might require re-opening the POL. It is by no means perfect and it would be great if it were simpler.
Here are some instructions;
To change the Acquisition Method from "Purchase" to "Purchase at vendor system" you have to;
1. Remove the POL from the PO. This is done by going in to edit the POL and click “Remove from order”.
2. Delete the PO.
3. Go back to the POL and change the Acquisition Method to “Purchase at Vendor System”. Then you can go ahead and click “order now”.Hope this is useful!
-
Lisa Thomas commented
I totally agree.
-
Kristina Edwards commented
I agree with Shirleanne Gahan about the need for this functionality. Much like the need to change the purchase order type, this would make dealing with migration cleanup so much more efficient not to mention keep the number of records in the systems as minimal as possible.