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88 results found

  1. show exchange rate

    Under the Summary tab, Pricing, have a Native Pricing line where the price is calculated with the current exchange rate. Also, in the Invoice Lines tab, allow for an option to show Native Pricing in the table settings.

    1 vote
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  2. Ability to add local notes for bib record when creating POLs

    It would be nice to be able to add a local note which will become part of a bibliographic record when ordering/creating POLs-- without having to create the POL, then go into the bib record to add a note.

    Currently, when creating POLs for multiple items needing notes, this can get very "clunky" with many additional steps.

    Currently, one has to bring the record back up by deselecting Order lines and changing to All titles, find then edit, save and release the bib.

    Some examples of local notes that would "transfer" to the bibliographic record: 590__ Written by Professor Plum.…

    1 vote
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  3. Trial Feedback in POLine

    Currently Trials are created from the POLine but once a trial is evaluated and closed only a single note appears in the POLine saying "Decision to purchase at this time" if approved.

    It would be helpful if a trial information could be added to the POLine either as a Tab that includes the Summary and Analysis of the trial or as a Link on the Side Bar the same as the PO

    1 vote
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  4. Improving ‘PO Line Summary’

    When creating a "PO Line", it would be interesting to add other options in "Acquisition Method" and "Material Type" in the PO Line Summary

    1 vote
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  5. Order list letters file format PDF

    Attach the order list letter to the POL instead of the PO. Also, the letter should be attached as a PDF, not an HTML file.

    1 vote
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  6. Notes in POL's should only be for notes (not history)

    The notes tab in POL's for serials/journals should only be for notes that pertain to that order. When orders are set to automatic renewal, every year when it renews a note is added saying "PO Line has been renewed automatically". Over the years this note takes over and all of the pertinent notes are moved to the bottom. I am constantly having to remove those automatic renewal notes to keep the important notes at the top. The automatic renewal note should go into the history tab not the note tab.

    1 vote
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  7. Streamline PO Line Renewals &

    For PO lines for subscriptions that will be renewed, currently the funding, date, and cost information fields need to be manually changed for each term of the subscription. It would be helpful to be able to duplicate/indicate the new information for each year/term period and retain the old info for analytics/reporting, calculating increases, etc. If rollover functionality were to be added for the funds(s) and dates based on the term details, that would also be fantastic.

    0 votes
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  8. Physical PO line creation - allow the interested user defined on the PO line to place a title level request when the PO line is created

    This idea was submitted by Ex Libris to evaluate the need for the enhancement specified below:

    Today, when a physical PO line has an interested uset, a hold request is not created on the bibliographic title until the book is scanned in at a circulation desk (Item is received).
    Customer rely on being able to see all requests on a title from the moment it is purchased. This is because they want both users and staff to be able to see the whole physical request queue from the moment a book is purchased, currently it creates uncertainties about who is…

    0 votes
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