Alma

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  1. Improve po_line_remove_interested_users_job

    The po_line_remove_interested_users job allows institutions to delete Interested Users from PO lines that have closed. However, there are many times when a PO line is closed before the item has left the department; consequently, running the po_line_remove_interested_users job means that interested users may be deleted before the item becomes available. Additionally, while the job removes the Interested Users from Alma, it does not remove the information from Analytics.

    We request that:
    A. Institutions have the ability to set a delay on the job based on the date the PO line was closed. (E.g., the job runs weekly, but only deletes…

    28 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  2. Set the sender address to the address of the staff that made the PO and automatically forward the mail to the said staff.

    With multiple librarians handling PO, this can help us keep better track of PO details and increase process efficiency.

    56 votes
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  3. don't mark zero usage SUSHI reports as invalid

    When SUSHI harvests a report that has no usage for the selected dates, it is labeled as invalid. This is misleading. As long as all the correct headings for the report are in place, the report should be considered valid.

    26 votes
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  4. Adding a field in the Excel Example of Creating Invoice from File.

    Adding a field in the Excel file under batch process that allows for inputting custom exchange rates. The reason for this is because the invoice creation date may not always be on the same day as payment, resulting in outdated rates.

    61 votes
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  5. Trials : when a participant reopens a survey form, the replys already submitted should display

    At the moment, when a participant reopens a survey form he already submitted, all the answers are empty.
    If he fills in again the survey form, at the end, when submitting his answers the second time, a warning message displays (do you want to submit again ?)
    We consider that this warning is too late in the workflow.

    So our request is : when a trial participant has filled in a survey form, if he reopens the same survey form later, this one should display the answers already submitted.

    10 votes
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  6. Ability to attach bibliographic record to CZ order

    The Change Bib reference action is not available for POLs that have originated from the Community Zone. This is an issue as POLs with CKB references don't have bib record information which can be used in Analytics.

    In our SalesForce case about this (00570591) we were told that POLs for an electronic item can be relinked only if it has an MMS ID in the first place, and we see from the manual that changing the bib record isn't possible using the relink action if there’s not already a bib record attached:
    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/020Purchasing/045Closing%2C_Reopening%2C_and_Relinking_PO_Lines#Relinking_PO_Lines

    So what we want is the ability…

    17 votes
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  7. Add EOD FILE Information and Alma Job number to POL Notes Tab

    When a EOD is used it would be helpful if the EOD job information was added to the POL Notes tab within each pol file. Whenever I need to fix a EOD load issue I often have to sort through multiple loads to find the correct one. Having the file name and the Alma Job number on the notes tab would greatly speed up this process.

    4 votes
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  8. ACQ: Improve PO Line Claiming job

    Please make the PO Line Claiming job more granular. Sending claim letters to all vendors without restriction of any kind is not really feasible.

    It should be possible to define own sets of PO lines (which should be claimed) by using the following criteria:
    - One time orders
    - Continuous orders: All / Serials / Standing orders
    - Vendors: All / only specific vendors
    - Acquistition types: All / only specific types (purchase, legal deposit, exchange, etc.)

    22 votes
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  9. Link to edit POL when a purchase request is approved

    When a purchase request is approved, a pop-up appears with a confirmation message and a link to the POL that has been created. This link only allows you to visualize the POL.
    It would save time if it was an edit link of the POL or that from the display there would be a button to edit the POL.

    A video is attached

    8 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  10. Add checkboxes for the single positions at the invoice details in the invoice lines tab

    Add checkboxes for the single positions at the invoice details in the invoice lines tab.
    We create all of our invoices manually. Usually we don’t use the pro rata checkbox and four invoice lines for shipment, discount, overhead and insurance are created automatically.
    In most cases not all invoice lines are needed and we delete the redundant lines manually. Therefore it would be easier to have a checkbox for choosing these lines and to be able to delete all of them at once instead of choosing and confirming the deletion of each line separately.

    87 votes
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  11. Searching for a title with "&" should also search "and" when searching for PO lines and invoices

    When searching for a title in any of the Acquisitions (i.e. Order Lines, Invoices, Vendors, Funds, etc.) filters, searching for a title containing "and" should also pull up any results with an ampersand (&) in the title.

    e.g. Searching the title "Law and Inequality" will not find the title's PO line unless it is spelled as "Law & Inequality."

    78 votes
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  12. Defer PO Lines with Acquisition Method "Purchase at vendor system"

    The documentation on Deferring PO Lines clearly states that "you can defer any PO line except those with the Acquisition method of Approval plan or Purchase at vendor system" (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/050Deferrals/010Deferring_PO_Line_Workflow).

    We would like to be able to defer PO lines with the Acquisition method of Purchase at vendor system. We have many PO lines with this Acquisition method that are only paid every few years, i.e. 5-year hosting fees. The ability to defer PO lines with this Acquisition method would allow us to clear encumbrances for the unaffected years and release those funds for other uses.

    17 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  13. Copy subscription date range

    When adding an invoice line for a POL which has subscription date it would be useful if there was an option to copy the POL Subscription dates to the ‘Subscription Dates Range’ in the invoice line rather than having to enter it. Especially if there are multiple invoice lines it would speed up entering the data and avoid errors.

    24 votes
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  14. We would suggest to pop up a notificatiion when our staff works on an invoice of previous year.

    I would suggest to pop up a notificatiion when our staff works on an invoice of previous year. For example, before click "set back to Review", system will alert that "Edit is not allowed since it is not in this year." Or it is not permited to edit the non-current year invoices.

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  15. Add the ability to upload EDI files from FTP sites manually

    Currently, Alma will only allow you to manually upload an EDI invoice file from a local folder. If you map an FTP site shortcut to your desktop and attempt to manually upload the EDI invoice file from that location, it will say there is an error. I have confimed that Alma does not currently support manual EDI invoice file uploading from ftp sites, only when you configure it to run automatically.

    Import profiles support both processes, so it seems like this area of Alma should support both manual and automatic uploads from FTP sites as well.

    17 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  16. POL can support different currency

    Currently, Alma can only support one currency for all POLs in one PO. We would like to Alma can allow POL to use different currency under same PO.

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  17. Claim

    When I place a claim, I add a receiving note that itemizes which issue I have claimed. I remove this receiving note when I have received the claim. It would be great if there was a way for me to automate a note when I have claimed an issue, and if the note could be automatically deleted after the issue has been received.

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  18. Order Line Search

    Enhance the search capabilities for POLs to include OR logic. Also, include fiscal period as a search parameter.

    10 votes
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  19. Add History to Vendor Records

    Currently, there is no tab or area in the Vendor List in Alma to note Vendor Record history, as there is for items, orders and other areas. This would greatly help us investigate any problems, issues, or track changes, especially if we have multiple people with the Vendor Manager Role activated in order to manage the various EDI, contact information, and usage data tabs.

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  20. Adding PO lines when creating a licence

    We would like the ability to link the license to a PO line in the license details. To open the PO line tab and add the PO here.

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
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