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139 results found

  1. Add Associated PO Line field to New Order Import Profile & Update PO Lines job

    Alma lacks the functionality for batch adding an Additional PO Line to a group of PO Lines. Because Alma lacks this functionality, a great deal of manual work is required.

    Here is the use case: we made a large prepayment (the parent POL), and now we are creating technical orders (the child POLs) for all the items we chose to purchase with that pre-payment. We need each of the child POLs to have the parent POL as its Associated PO Line. We can create the child POLs in a batch using a New Order Import Profile. However, we have no…

    3 votes
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  2. 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.

    4 votes
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  3. 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
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  4. 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
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  5. 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.

    4 votes
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  6. 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
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  7. 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
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  8. Change PO Line Owner instead of having to delete & start again

    Hello

    A colleague has requested that we ask for this enhancement:

    Would it be possible to have the ability to change the PO Line Owner (ie, if someone selected St Teresa’s but should have selected Craven) instead of having to delete the whole POL and start again?

    Our current process requires users to delete the POL if they've chosen the wrong POL owner or PO Line Type, and it would be great if they could just edit it and not have to start all over again.

    8 votes
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  9. 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
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  10. 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
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  11. Packaging PO Lines into a PO: properties

    Currently PO lines are packaged into a single PO if all the following properties match:
    - Vendor account
    - Owner
    - Currency
    - Continuity – One-time/continuous
    - Acquisition method
    - Source type
    - Ordering Library
    - Fund

    We order from some suppliers in different currencies. Therefore, the match criteria "Currency" is unfortunately not ideal for us.
    It would be great if you could adjust the criteria here for your own institution.

    Thank you in advance!

    17 votes
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  12. Index POL Renewal Notes for Search

    Please consider indexing the "Renewal Note" field on POLs for searching/advanced search. Having that data in Analytics is great, but it'd be very helpful to find it when searching Alma as well.

    9 votes
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  13. 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
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  14. Improving ‘PO Line Summary’

    When creating a "PO Line", it would be interesting to add other options in "Acquisition Method" and "Material Type" in the PO Line Summary

    1 vote
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  15. 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
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  16. Hyperlink the ordered resource item within a POL

    Currently, the functionality exists where a link exists on records in Alma that will take users out to the associated POL where it exists. It would be useful to have the reverse functionality as well, where the ordered resource item within a POL links out to the associated record in Alma, to facilitate more easy access to purchased inventory.

    3 votes
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  17. Link to interested user's record from PO Line

    As a Purchasing Operator, I want to access a user's record from the PO Line 'Interested Users' tab, so that I can see user details quickly without interrupting my navigation.

    Currently, you have to copy and paste information from the table into an Alma search and manually find the user. This interrupts Alma's navigation flow as it starts a new search, and there is no easy way to go back to the PO line or your previous search without repeating yourself each time.

    If the user's name in the PO LIne 'Interested Users' tab was a hyperlink to the user's…

    3 votes
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  18. Do not create activation task if portfolios are activated on import and do move POL into waiting for invoice status

    When using GOBI API for e-book ordering and loading local stand alone MARC records, we don't want the activation task to be created because the portfolios are already activated on import, and the activation task is hampering the order from moving to Waiting for Invoice.
    We want to be able to configure a Do not create electronic activation task setting in Update inventory import profile type
    Yes

    27 votes
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  19. Request instead of Interested User

    For Alma, request and interested user are two different things. This is not easy for us to work with. In bigger libraries, staff members have access either request nor interested user, so it is difficult to check request/interested user for our users.
    I wish, you replace interested user by request in the PO Line.

    16 votes
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  20. Overriding and/or deleting a continuous POL at the item level

    As a cataloger at a large research library, we frequently receive gap-fill purchases of periodical issues from third-party vendors or as gifts from donors—including for subscriptions that are still open.

    We know that we can associate a POL at the holding level, but this is undesirable for these situations where we need to trace the POL/method-of-acquisition to an individual item. Also, if you change a continuous POL at the item level, Alma changes the POL for every item attached to that same holding.

    Often we have many items purchased with different (or no) POLs—subscription, firm order, gift—together on one holding,…

    219 votes
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