Alma
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101 results found
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Reduce the number of recurring order types.
The number of recurring order types is confusing and causes issues not only when ordering new serials but when processing them. Even Ex Libris staff often have trouble explaining the differences between standing order types and if we need to change an order type someone with the authorization has to run a job. The operational differences don't make sense. Reports can easily distinguish between different order types from the Material type and Reporting Codes fields.
This change would make recurring order management much simpler and more efficient.2 votes -
Allow edits to POL Bib Descriptions on Cancelled POLs
We want to be able to edit the POL Bib Description fields on cancelled POLs without having to reopen the POL. Reopening a cancelled order on a closed ledger causes complications, especially if the fund doesn't exist in the current ledger. It would be better for your users if we could just edit this tab without impacting the POL status. Thank you!
42 votes -
Desable default "Assigned to Me" in the new Review PO line list
In the new Review (PO line) list, the default Assignment is "Assigned to Me". It would be beter that the default Assignment is deactivate here.
In some libraries, the PO Lines are centralized and managed by specific person/service and not by the PO Line creator/assignment.
2 votes -
Export funds from a PO Line
Allow the funds codes, amounts, and percentages, on a specific order to be exportable.
We often need to communicate these amounts with selectors, and this ensures no errors. The old interface allowed copy/paste into a table, and this has been lost with the new interface4 votes -
Filter OUT cancelled PO Lines
Provide a facet to filter OUT cancelled PO Lines in the PO Line view. We have a lot of cancelled PO Lines with the same title as existing PO Lines, and it is confusing and time consuming to find the 'active' PO Lines. It would help us tremendously if we could filter OUT cancelled PO Lines, perhaps even by default.
14 votes -
Add interested user to order template
We would like to add the ability to save interested users to the ordering templates. This will save us a lot of time and clicks.
3 votes -
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 -
“Run a job” and “Create itemized set” should be available from the list of Purchase order lines
When you are in a list of items on a bibliographic post in Alma you have the option to checkmark several items and choose “Manage selected” – “Run a job” or “Add to itemized set”/”Create itemized set”. Now that we have the list “All PO Lines” and can checkmark POLs in the list, it would be practical for these options to also be available for PO lines. Currently you only have the option of creating a logical set (if you add filters to the list) from the list “All PO Lines”. This would make it easier and quicker to run…
8 votes -
Order of action buttons in the POL
In the new PO line interface, the action buttons available when creating a POL is not in a practical order, which causes a lot of our staff to press “save” instead of “save and continue”. This causes the POL to remain in status “in review”. The user also must use more energy to locate the correct action button. We have two different suggestions for solving this:
Move the actions “Save and continue” and “order now” to the right part of the menu line and have this be marked in a stronger color than the other buttons. In the current design…
18 votes -
New PO Lines: Allow editing of PO Line description independent of MARC record
In the old PO Line interface, you could update the description from the MARC record but then you could edit it. For example, sometimes I want to have a title from the MARC record but then add ONE-TIME ONLY or something like that to the PO Line description. I can't do that anymore.
3 votes -
Ability to define a shipping address per PO line
We need the ability to define a different shipping address than the library billing address per PO line. The address should be included in the XML of all vendor-facing letters, be searchable, and be included in the Excel lists exported from the search results.
Use Cases:
- A central library manages subscriptions to journals and newspapers that are sent directly to end users by the vendor.
- Several libraries are integrated into a single Library in Alma but send orders independently to vendors, expecting delivery to their local addresses.85 votes -
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 -
Preview PO line attachments in Alma
It currently is not possible to preview a PO line attachment in Alma; you have to download it to see what the document contains. This can result in downloading multiple documents before you find the one that you need. We would like to be able to preview those attachments in Alma to avoid that extra step of downloading each attachment just to view it.
2 votes -
Add a link from the PO line to the "Receive" workbench
It would be helpful to have a link to the receiving workbench from a POL, to eliminate the extra step of receiving items that are ordered but already in hand. This applies especially to standing orders and gifts. We already have the items in hand at the time of order creation. With the current setup, we have to 1) create the POL, 2) write down the POL number or copy it before selecting Order Now, 3) switch to Receive to receive the item in order to close the POL. Merging step 3 into the POL creation process would save a…
20 votes -
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 -
PO line edit screen - Display "Recent Selections" for the "Access Provider field"
This idea was submitted by Ex Libris to evaluate the need for the enhancement specified below:
Today when adding/editing the "Material Supplier" field (Vendor information section), Alma present the user with the recent 5 selections in order to assist them with the selection and make their work easier with less clicks.
The need here is to add the same functionality described above also to the "Access Provider" field.
6 votes -
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 -
Only display relevant PO Lines
In the PO-Line Task List, only PO lines should be displayed whose PO Line Owner corresponds to the active physical location (department) or aligns with the scope of the Purchasing Manager / Operator roles of the respective user. This is intended to enhance the clarity of the list and display only the necessary PO lines.
3 votes -
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 -
Clone PO LInes to order again
We create different PO Lines for the same order. We need to put different funds, different reporting codes or order more items.
There is no way to clone the PO Line as a way to keep all information and just edit the fields that we have to update.
We need to clone and put the clone in review to edit the fields we need to change and send it to the vendor.
24 votes
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