Alma

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  1. Accrual Accounting>Add Ability to Manually Edit Accrual Amounts

    Alma calculates accrual percentages based on days, while we have always calculated the percentages/amounts based on months. That creates problems when we manually calculate an invoice outside of Alma, and then try to re-create it in Alma. We have had instances in which we have different amounts in Alma and with our business office as we could not enter the amounts manually in Alma. It would be really helpful to be able to manually edit amount fields for both fiscal years.

    As another example, a 50/50 split of an odd number, e.g. 49.87 requires one year to be 24.93 and…

    12 votes
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  2. POL access service subscription & other service subscription -> add expected activation date

    In two POL subscription type, the expected activation date is missing :
    access service subscription & other service subscription.
    Thank you to add the field "expected activation date" into these 2 POL templates.

    19 votes
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  3. 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 →
  4. 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 →
  5. Displaying the "Requester Notes" from Purchase Requests in the list of Purchase Requests

    In the Purchase Request List you can't see the "Requester Note" for a Purchase Request. In many cases there are very helpful information for managing the Requests. So it would be great if you can see the information immediately.
    If the Note is very long, a mouse over with the text could be a solution.

    10 votes
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  6. 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 →
  7. 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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  8. Enable configuring VAT on the purchase order line level

    Institutions should be able to enable configuring VAT on the purchase order line level so that it can be taken into account for encumbrance calculation. Having the VAT only configured at the invoice stage creates incorrect Fund Balance reports where Encumbered Balance is always underestimated and Available Balance always overestimated. A distinction between Inclusive and Exclusive VAT in the POL would be necessary.

    27 votes
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  9. Option to set over encumbrance or over expenditure as either an absolute amount or a percentage

    This relates to the override rules in fund and the different approaches to encumbrance and expenditure. Whereas over encumbrance is handled as a percentage of allocation, the over expenditure is handled as an absolute amount. This make it hard for a budget manager to determine the level of over expenditureas on one hand you are dealing with relative values and on the other absolute.

    We'd like to see the option to set over encumbrance or over expenditure as either an absolute amount or a percentage.

    6 votes
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  10. 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/KnowledgeArticles/HowdoIbatchreleaseencumbrancesinAlma%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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  11. 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 →
  12. PO Line and invoice attachments: Upload/View/Edit/Delete - additional user roles needed

    It is possible to upload attachments to a PO Line or an invoice. These attachements can be viewed, edited and deleted as well.

    In case of using Alma as (the only) data storage for e.g. invoice PDFs, it is very important that attachments can be deleted only by specially privileged staff users. Deletion might be necessery e.g. because of erroneous uploads.

    Looking into the 'Roles Reports' shows that there is no 'Delete' option listed (so Edit means also Delete):

    Purchasing Operator / Purchasing Manager


    • polineattachments.xml ... View Edit

    • po_attachments.xml ... Edit

    • invoiceattachmentstab.xml ... View

    • poline
    69 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  13. 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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  14. 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 →
  15. Customize fields required for ordering template

    Ordering templates are very helpful, but depending on the set up of each library, all the fields that are required right now may not make them as useful as they could be.

    For example, we could use templates more widely - and save more time - if a PO Line type OR if fund was not always required, and instead leave that to the operator to fill in.

    3 votes
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    0 comments  ·  Acquisitions  ·  Admin →
  16. Save emails to and from Patrons for Requests

    When we “Send query to requestor” as we Manage Purchase Requests in Alma, it would help greatly if our communication “query” would be saved under a communications tab for that request. This would create a history of actions related to that request. Currently, I can only put notes into the “requestor note” field of the request, and there is no other record of queries sent to the requestor for that request unless I copy the query to myself. Connecting email messages in my box to the Purchase requests in Alma, is not convenient. Is there a way to save this…

    10 votes
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  17. Require a barcode for newly received serials

    Serials can be assigned a barcode upon receipt, but it would be nice of Alma would prompt users to provide the barcode if/when a barcode is required rather than merely optional. (We only barcode some titles, so a prompt of some kind would help staff who don't know which titles are barcoded as a matter of routine.)

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  18. Acquisition Renewals for NZ e-collections

    We would like the ability to renew a shared e-collection.
    The new FY year price would be displayed in the negotiated license and then a renew button would be available. the library would see the new FY cost and then renew or cancel that subscription.
    Then this renewal or cancel would notify the NZ administrator.
    (similar to the functionality in ConsortiaManager).

    0 votes
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    0 comments  ·  Acquisitions  ·  Admin →
  19. 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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  20. 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/ProductDocumentation/010AlmaOnlineHelp(English)/020Acquisitions/050Deferrals/010DeferringPOLine_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…

    17 votes
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    1 comment  ·  Acquisitions  ·  Admin →
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