Alma

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  1. 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.

    17 votes
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  2. 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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  3. 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!

    2 votes
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  4. 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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  5. 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.

    41 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  6. 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 →
  7. 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 →
  8. Add a shortcut for the copyright character in the metadata editor.

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

    2 votes
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  9. 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 →
  10. 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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  11. 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.

    10 votes
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  12. 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 →
  13. 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 →
  14. Option to receive from items list

    Please make it an option to receive an issue, without having to navigate away to the specific "Receiving" page, if you are looking at it on an items list. Often I'll be working on items and notice that one of them is not received when it should be, but I can't change that without interrupting my workflow or opening a new window.

    16 votes
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  15. 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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  16. Purchase order line details (subscriptions)

    Under the note tab gets filled up with "The PO Line has renewed automatically on (renewal date) by the system" as each year passes. This note should be in the history tab. The note field should be about important information pertaining to the subscription only.

    1 vote
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    1 comment  ·  Acquisitions  ·  Admin →
  17. Receive on order

    The only way to receive an item on order is to go into the Receive function within Acquisitions and this requires that you have a known POL or browse through the list but that is not a viable option for the amount of orders we have open. The bulk of our materials come on approval so the POL is created in the load process and therefore not noted on the invoice and unknown. In order to receive, staff first search Alma for the correct order record and write down the POL. Then they have to go into Receive and search…

    27 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  18. 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 →
  19. Confirmation message when receiving items for continuous titles

    Please consider adding a confirmation message when an item for a continuous title (e.g. print serial) has been successfully received. This messaging--which would be similar to the "success" screen when checking in serials in Aleph--would make the process much clearer for student workers who often handle this task in academic libraries.

    Thanks for considering!

    13 votes
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  20. 'Additional PO Line' description

    When you have inventory that is connected to multiple PO Lines, it would be great to be able to see the description of the POL from within the inventory. Currently the additional POLs are listed but you can only see a PO Line number, and you need to click into each one to see the description.

    5 votes
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