Alma

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  1. Search more than one POL at a time

    The new feature of the october 2018 release made it possible to receive several POLs at once by selecting the desired POLs. We usually have a very large number of POLs and can't filter them by any more details. That makes finding the wanted POLs difficult.
    We would like to be able to search for more than one POL at that point.

    32 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  2. Improve Secondary Reporting Code List Table Functionaility

    We use the secondary reporting code table to list our selectors and tie their names to any selections they have made in Alma. Currently, we have around 35-40 selectors and we keep them alphabetized by last name, first name. The problem is when we go to create a new user the user is placed at the bottom of the column. We then have to manually click the row up one time until we get it in the position we want. Every arrow click also refreshes the page which can lead to 10-15 minutes of clicking to get a user to…

    5 votes
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  3. The pre-check function during creating an invoice

    A customer needs a pre-check function during creating an invoice line, if the vendor of the selected PO line is different with the invoice line's, Alma should notify the user. So it could save time than verify it during the save stage.

    2 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  4. “In Review” requests sorted by creation date

    In the Acquisitions> Purchase Request> Manage Purchase Request> “In Review” requests, these are displayed in reverse order of the creation date.

    It would be more useful if the default order was by creation date, that is, the oldest requests were shown in the top, so that they are managed in the first place. In this way, it would save time in their management.
    Another possibility would be that the librarian could select the type of ordering of the requests.

    14 votes
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  5. Enable purchase requests from Edit Citations page in Alma

    It would streamline workflows where it's decided additional copies are required for stock if a purchase request could be made from the Edit Citations page within Alma. At the moment requests can only be placed to move or digitise the content.

    6 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  6. Update details of multiple SUSHI accounts at once

    Currently to make changes to a SUSHI account you must do each account individually. This means if some detail of our SUSHI credentials changes for a vendor we have to manually make that change on each SUSHI account we have set up for that vendor, which could be 8+ accounts.

    It would be really good if we could select multiple SUSHI accounts and then make a change across all of them, e.g. updating the URL or RequestorID etc.

    7 votes
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  7. Release Remaining Encumbrance and Accrual Accounting do not work together

    Colleagues

    For those of us that use accrual accounting, the inability to release remaining encumbrance causes difficulties in calculating expected expenditure as the fiscal period draws to a close.

    Ex Libris propose a workaround for this limitation (fault), article https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/How_do_I_batch_release_encumbrances_in_Alma%3F.

    I would like to see full functionality within Alma, that enables these two features, Release Remaining Encumbrance and Accrual Accounting, work together, to ensure remaining in year encumbrances can be calculated accurately.

    Regards

    Wayne

    5 votes
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  8. Ability to change invoice owner

    Currently, invoice owner cannot be changed once the invoice Summary tab has been saved.

    If a user creates a manual invoice and mistakenly saves this tab with the wrong owner, the invoice needs to be deleted and recreated.

    If an EDI invoice loads with the wrong owner due to an issue with one or more lines, the invoice needs to be deleted and reloaded.

    This is inefficient, particularly when an invoice with many line items needs to be deleted and manually reentered. Please add the ability to change invoice owner to an appropriate value.

    16 votes
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  9. Move multiple PO lines.

    PO lines on a bib record can only be moved one by one using the "Change Bib Reference" tool. When there are multiple PO lines, sometimes twenty or more, this can be a slow, tedious process. It would be helpful to be able to select multiple lines and link them to a new record all at once.

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  10. Auto update to Resource Locate Status

    When we purchase a material thought the request from Leganto, after the item is delivered and processed by Library, the Resources Locate Status is still "Resource Located" but not "Check Availability", it is necessary to make the Alma update automatically.

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  11. Auto refresh function for the total price of a PO

    The customer of 86THU would like the total price of a PO could be updated automatically when the POLs were added or removed before clicking the Save button. For example, if you sum up some numbers in Excel, the total will be updated in real-time when you add or remove any numbers.

    Case number: 00681105

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  12. Using "Change expected date" clears filters on "Order lines with claims"

    When using the "Order lines with claims" task it's useful to add filters, such as Purchase Type and Vendor, to refine your list of claims. However, if you use the "Change expected date" option, which should be quicker than Edit, it clears your filters once the new date is saved.

    Can you please allow the filters to remain after using the Change expected date function? Thank you

    18 votes
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  13. Renewal POL : free the box "Manual Packaging"

    When we renew POL, we would like to be able to tick or not tick the box "Manual Packaging".
    Our aim is to not heritage the Packaging from the 1rst POL / PO, but to decide to re-package POL as wanted.

    38 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  14. Display PO-Line owner in "Manage EDI Tasks"

    I would like to suggest to add a column in the Manage EDI Tasks List for PO-Line owner. That would give the option to sort the List by PO-Line owning Library.

    31 votes
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  15. Job to automate the addition of multiple POL notes

    We sometimes need to cancel or close large groups of POLs. We append notes to these to explain the closure.

    Currently, we need to add these notes to POLS one at a time.
    A function that allows us to append the same note to multiple POLs (ex. "POL closed on 12/12/18 due to package changes") at once would be extremely helpful.

    11 votes
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  16. The customer prefers the option of Manual packaging could be modified when the POL is on auto packaging or manual packaging status

    The customer perfers the option of Manual packaging could be modified when the POL is on auto packaging or manual packaging status.

    We have suggested the customer to cancel the POL then reopen it to change the status to in Review status, so they could modify the Manual packaging option. But the customer said it would be more convenient if the option could be modified directly before the POL was packaged.

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  17. Ability to raise a POL at 0.00 (zero) value

    POL's are created for gifts, donations or items purchased via an eBook scheme to allow for analytics.
    These POL's have to have a minimum value of 0.01, as a POL cannot be created at 0.00 (zero) value.
    This creates an encumbrance against a fund, which is false and has an impact on the available balance

    20 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  18. Print slip option in the Acqisition receive screen

    We want a print slip option for the Receive screen in Acquisition that includes barcode and location, reporting codes, receiving note and notification of interested user/ patron request.

    15 votes
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  19. Add platform filter to the "Missing Data"

    The "Missing Data" tab under the Load Usage Data section should have a filter for platform. As I set up more usage reports and as I want to check and make sure all the data came through, it has become more difficult to find the rows that I want to review. A filter for platform will help.

    Thank you!

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  20. Add a shortcut for the copyright character in the metadata editor.

    Add a shortcut for the copyright character in the metadata editor.

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
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