Alma
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84 results found
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Allow PO-Line type to be edited
When we migrated, a lot of our print serials were migrated with the POL type "Electronic Journal - Subscription" and a dummy order was created for the print journal subscription. We still can't figure out why/how this happened. But if there was a way to change the POL type after the creation of the POL, that would probably go a long way to resolving this issue. Currently, there's no way to go into the order and change it from electronic to print. And yet, the two orders that were created are using the same bib record. OR be able to…
3 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 -
Ability to add historical purchases and/or backdate orders
Would like the ability to add our historical orders into Alma for record-keeping and the ability to pull in that info into analytics. We have instances of perpetual access titles/collections that we purchased prior to onboarding to Alma, but no way to include that info on the vendor's page in Alma b/c we can't add that historical info, but that restricts our ability to use those vendors in comparison to others or perform cost analysis on them either.
3 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.
3 votes -
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 -
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 -
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 -
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 -
Recent Material suppliers in drop-down
Currently, when creating new orders in Alma staff users don't get a list of the most recent Material suppliers but only an alphabetical list of all of them.
It would be useful to see 1-2 most recent suppliers in the drop-down in order to gain some time when acquiring multiple books from the same suppliers.2 votes -
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 -
Standing orders - Quantitly for pricing should be "1" by default and the "Update Net Price according to item quantity" should be unchecked
This idea was opened by Ex Libris to see how the community supports it.
For standing orders - Quantitly for pricing should be "1" by default and the "Update Net Price according to item quantity" should not be selected by default (unchecked))
"The 'Update Net Price according to item quantity' is really useful in a lot of cases, but when creating a Standing Order (which doesn't create inventory), the Quantity for Pricing = 0 and this box needs to be unchecked in order to be able to add a List Price and Fund. the idea is for this box to…
2 votes -
Add "Price paid" field to POL form
Adding a "Price paid" field in the Pricing area of the Purchase Order Line Details form-- and/or making the Net price per copy box accept text input-- would be helpful for invoices/receipts that only include the price paid.
Currently one needs to calculate the Discount (amount) [or Discount (%)], which may also include looking up [current] List price before subtracting the amount paid to calculate the discount.
(Speaking of current List price, if this could somehow be "grabbed" to automatically populate the list price field, rather than needing to look up the information and manually input the amount, that could…
2 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 -
Ability to add local notes for bib record when creating POLs
It would be nice to be able to add a local note which will become part of a bibliographic record when ordering/creating POLs-- without having to create the POL, then go into the bib record to add a note.
Currently, when creating POLs for multiple items needing notes, this can get very "clunky" with many additional steps.
Currently, one has to bring the record back up by deselecting Order lines and changing to All titles, find then edit, save and release the bib.
Some examples of local notes that would "transfer" to the bibliographic record: 590__ Written by Professor Plum.…
1 vote -
Trial Feedback in POLine
Currently Trials are created from the POLine but once a trial is evaluated and closed only a single note appears in the POLine saying "Decision to purchase at this time" if approved.
It would be helpful if a trial information could be added to the POLine either as a Tab that includes the Summary and Analysis of the trial or as a Link on the Side Bar the same as the PO
1 vote -
Tie the Non-Renewal Notice Period or Cancellation Restriction fields in licenses to the PO Line
Create a linkage between the renewal notice period and cancellation restriction fields in a PO Line, if it is linked to a license agreement that references either a non-renewal notice or termination notice period, ask if this information should sync. Perhaps this is an area where DARA could operate?
1 vote -
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 -
Ability to hide/compress inventory list in POL
For POLs that have extensive lists of electronic inventory (i.e., many electronic collections are associated with one POL), have capability to hide or compress that inventory list in the POL, and then show/expand as needed. Otherwise, we need to scroll down past a long list to get to other sections of the POL for both View and Edit. Example is our POL for JOVE, which is linked to 54 collections. CDL has similar examples for consortial content managed in the UC NZ.
1 vote -
E-Resource Activation Task List trigger
When closing a subscription PO line, associated e-resources are automatically added to the E-Resource Activation Task List to determine whether they need to be deactivated. It would be more useful if this were based on the "subscription to" date in the PO line, rather than happening when the PO line is closed. We often close a subscription order several months before the subscription officially ends, and we don't want to deactivate the portfolio until that end date. But we also don't want to keep them in the task list for months while we want for that subscription end date. The…
1 vote -
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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