Alma
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88 results found
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Add the ability to add notes to POLs en masse
During some projects, it is necessary to append the same note to a group of POLs (cancellation projects, for instance).
Being able to add a note to a group of POLs en masse (versus adding the note to each POL one by one) would be helpful.
129 votesDear Community,
This is to update you that we plan to enhance the "Update PO Lines Information" job in a future Alma release. We plan to add 19 new fields to this job:
Additional PO line reference field
Cancellation Restriction
Cancellation Restriction Note
Add labels
Remove labels
Create new label
Reclaim interval
Subscription interval
Note to vendorVendor reference number type
Routing during receiving
Binding during receiving
Activation note
Renewal date
Subscription from
Subscription to
Renewal reminder period (days)
Renewal note
Internal noteIn addition, the job form will be divided into sections, allowing to easily locate the required field/s to update.
Please follow up on Alma Release Notes for update on this development.
Best wishes,
Zohar Shemesh
Alma Product Team
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Provide a solution to use POLs in context of Auto Holdings collections
The Auto Holdings collections are a big help for activating electronic resources. However, if you want combine them with manage your orders for the resources in Alma, you run into problems.
Use case 1: A library orders several thematic e-book packages on a yearly basis from Springer. They activate SpringerLink Books - AutoHoldings. All e-books are activated there. If, however, the library wants to retrace, wich thematic packages they bought in which year, they are confronted with n POLs attached to SpringerLink Books - AutoHoldings with no chance to sort out quickly, which order pertains to which collection and which…21 votes -
Add fund name to communication letter and po line claim letter
When starting a communication with a vendor the body field is pre-populated. Unfortunately, the fund name is missing. We would like to have to option to add the fund name in the communication letter (via letters configuration).
44 votes -
Allow more than 50 POLs on a PO via manual packaging
Right now, in the Purchase Order - Package screen, you can only package 50 POLs onto one PO. The "PO lines to package" screen will only display 50 POLs max, and if you select all, then go to the next screen, it removes everything from the first screen that you selected. This means only 50 POLs max can be put on a PO. This is frustrating when we put in an order for more than 50 items and have to create multiple POs for a single order. I think the easy fix would be to have those POLs remain checked…
39 votes -
Delete interested users job - independent of Interested In Letter
Ex Libris says the Delete interested users job "Runs weekly to delete interested users that are linked to closed or canceled PO lines. The job checks that an interestedin letter was sent to the interested users before removing it from the PO Line. Interested users will not be removed from a closed or canceled PO line if a letter was not sent to them."
Due to privacy regulations, we would like the job to run regardless of a letter being sent or not. The closed or cancelled PO line should be sufficient to run the job.
We do not use…
71 votes -
Add more fields to the Update PO lines information & Update POLs Advanced jobs
All fields of the POL should be something that can be updated by job.
Some specific fields that it would be really helpful to have in the Update PO Lines Information or Update PO Lines Information Advanced jobs are:
Subscription from/to dates
Renewal date
Cancellation Restriction checkbox & Cancellation Restriction Note
While it might be possible to update these fields via the APIs, the permissions and skill level needed to use the APIs is much higher than to run jobs.193 votesDear Community,
This is to update you that we plan to enhance the "Update PO Lines Information" job in a future Alma release. We plan to add 19 new fields to this job:
Additional PO line reference field
Cancellation Restriction
Cancellation Restriction Note
Add labels
Remove labels
Create new label
Reclaim interval
Subscription interval
Note to vendorVendor reference number type
Routing during receiving
Binding during receiving
Activation note
Renewal date
Subscription from
Subscription to
Renewal reminder period (days)
Renewal note
Internal noteIn addition, the job form will be divided into sections, allowing to easily locate the required field/s to update.
Please follow up on Alma Release Notes for update on this development.
Best wishes,
Zohar Shemesh
Alma Product Team
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Batch deleting PO's
There is currently no system job to delete PO's. These have to be done manually using the Acquisitions>Purchase Order>Delete PO function individually in ALMA.
We have 1000's of old orders migrated from our legacy system that are no longer required. We also now only keep 7 years worth of orders in line with current financial practice and so would like to be able to set a job to batch delete at rollover into the new fiscal period.
258 votes -
Ability to find bib records with attached PO lines but no inventory
Problem:
It is not possible to easily find IZ bibliographic records that have associated PO lines but no inventory. The All Titles Advanced Search has an option to search for “Has inventory | equals | no”, but those results include bibliographic records that have related holdings records (bound withs), as well as bibliographic records that have holdings records but no item records. We want the ability to easily find bibliographic records that have only a PO line associated with them.Use Case:
The ability to find bibs with only PO lines attached is necessary in order to keep the database…190 votesDear community,
Thank you for raising this idea.
I would like to better understand the use case here:
1 How often such check is done? if this is a "cleanup" that is done once in a few month, for example, perhaps an analytics report would be sufficient?
2 In the description you wrote about the "has inventory" index. Can you give more details, why it is not useful for the described use case?
Thanks,
Tamar Fuches
Alma product team
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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.
123 votes -
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.)35 votes -
Improve po_line_remove_interested_users_job
The polineremoveinterestedusers 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 polineremoveinterestedusers 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.…41 votes -
Reopening closed POLs should re-encumber funds
Currently re-opening a closed POL doesn’t re-encumber the funds. The workaround for this is to delete the fund, save the change, then add the fund back and save again.
When we brought this up with Ex Libris they advised this can't be done automatically, but that they would instead add a popup message advising the funds will need to be manually re-encumbered. This was supposed to be added in December 2016 release but we noticed some time later that it didn't eventuate (SalesForce case #00436654).
It would save a lot of time if re-opening a closed POL automatically re-encumbered the…
42 votes -
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_LinesSo what we want is the ability…
20 votes -
Allow the system to change formats for example Physical One time to Electronic One-time and vice versa.
At the moment when you have created an order for a physical book, but then want to accept the e-book instead, the system does not allow you to change the format as it expects you to follow the workflow of the format you ordered in the first place.
14 votes -
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.
63 votes -
Facet for PO Lines Secondary & Tertiary Reporting Codes
We'd really like the ability to facet in PO Lines by the Secondary & Tertiary Reporting Code fields. It's possible to facet by the main Reporting Code but not by the other two reporting codes.
10 votes -
More easily edit/delete POL templates
We would like to be able to more easily update our POL templates. As far as I can tell, you need to create a new order, make adjustments in the POL, and then Save As Template - overwriting the old template. There should be an easier process.
166 votes -
Ability to add closed purchase order lines to the Acquisitions tab, PO Line field on active portfolios
Alma will not let you place a closed PO Line in the portfolio Acquisitions tab, PO Line field.
We want to tie closed PO Lines to active portfolios because the PO Line is why we have archival access and why the portfolios are still turned on after cancellation.
Migration to Alma results in many PO Lines not linked in the Acquisitions tab PO Line field. Cleaning this up would involve reopening the PO Lines and closing them. This is too much effort for what we need to accomplish. Please implement!
92 votes -
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 balance38 votes -
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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