Alma
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33 results found
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Add History to Vendor Records
Currently, there is no tab or area in the Vendor List in Alma to note Vendor Record history, as there is for items, orders and other areas. This would greatly help us investigate any problems, issues, or track changes, especially if we have multiple people with the Vendor Manager Role activated in order to manage the various EDI, contact information, and usage data tabs.
107 votes -
merge vendor records
Most libraries have multiple records for the same vendor. This is often the result of migrated records from a previous system, but can also occur because of changes in library workflows or even the acquisition of one company by another.
Currently, the only option is to choose one vendor record going forward and stop using the other vendor records. However, this creates extra work for libraries, such as changing the vendor on purchase order lines and including multiple vendors when running reports on historical expenditures. The ability to merge vendor records would solve these difficulties.
88 votes -
Vendor Interface > Contact Information > Email addresses
The default display for Vendor Interface > Contact Information > Email addresses, does not include an option to display the "description" field on the main page. The fields available for display are: Preferred, email address, created by, creation date, and type.
Since most correspondence with vendors and sales representatives happen by email now, it would be useful to be able to see the description on the main page without having to click on .... and Edit for each email listed to see who is the correct contact.
Some email addresses do not contain the person's full name, and if you…64 votes -
Vendors : simplify Contact information and People contact tabs
Hello,
Handle vendors in ALMA is pretty twisted and not user friendly !
We can understand the distinction between Vendor details (network level) and Vendor account details (institution level).
But why distinguish Contact information and People contact in two separate tabs ?
This makes us input twice same informations.Our request : to get one tab for all Contacts ; each contact would be distinguished by a specific frame with name, first name, job description, email, postal mail and phone nember. All display in one single screen.
If you share this request, VOTE.
56 votes -
Prevent vendor deactivation if open purchase order lines exist
Even though there are current purchase order lines linked to a vendor, the vendor can be deactivated with a single click.
For our institution, this plays a role in automatic claiming, where a claim letter is generated and sent once the receiving date has been exceeded, although the vendor is set to inactive.
It would be very useful to reject the deactivation of the vendor if there are open purchase order lines attached. An error message should be displayed indicating that there are open purchase orders linked to the vendor.
We would prefer this message not to be overridable, but…
44 votes -
Have searchable Notes fields in vendor records
It would be great if the data in the Notes tab of vendors records could be searchable - possibly as an Advanced Vendor search, or as part of a keyword search, or even within Analytics. Some data from Voyager's 'alternative vendor name' field has been migrated into the notes and it would be useful to be able to search on this.
35 votes -
Hotlink URIs in Vendor Interface Details
In the Vendor Interface Details screen there are several fields in both the Administration Information and Access Information tabs for URIs. However, URIs entered into these fields are static. It would be useful if they were hyperlinked to go directly to the admin site, for example, for manually downloading counter stats, or doing other admin account maintenance.
28 votes -
Add filter to Vendor Invoices tab
I would like to be able to limit the invoices I see on the Invoice tab in the vendor records to a specific time frame or add a filter to have the ability to select the fiscal year of the invoices in the list.
This will allow me to only see truly historic invoices when and if I need to.24 votes -
Show vendor name first in dropdown list instead of vendor code
On the page of invoice details, in the vendor dropdown list, the vendor code is displayed which is quite uncomfortable as you have to remember the codes. We would like to see the vendor's name instead. Currently if you want to see the name, you have to open the menu.
23 votes -
Make "additional code" for vendors searchable
Using the additional code field to track changes in the Vendor Code field make sense, but has limited use if we can not search it in any meaningful way.
22 votes -
Add/modify fields from Vendor Record for Analytics (including Account, Contact Information/Preferred Address)
Add/modify fields from Vendor Record for Analytics (including Account, Contact Information/Preferred Address)
1) Add Vendor Type: Example: I want to analyze the vendor file based on vendors that are only Access Providers/Licensors and not Material Suppliers, or just Material Suppliers.
2) Add Vendor Accounts as output, including options to output Payment Methods. Example: we recently had a campus financial system migration, and I want to isolate those vendors who pass through the ERP export vs. Credit Card vendors. Similar to Bank Transfers - if my campus has a change in policy that needs communication, I want to be able to…
22 votes -
Add email address to Contact People table in Vendor Details>Contact People
We are configuring Vendors as new Alma customers, and we wish it was easier to immediately see the Vendor Contact People email addresses (and easily copy and paste them or even hyperlink) without having to click into the record to track down the email address.
Please see screenshot attached showing where this information would be helpful.
If there is a way to make the email address visible that we have not discovered as Alma newbies, I'd also love to learn this!
Thank you,Abigail Wickes (she/her/hers)
Electronic Resources Management Librarian
Email: abigail.wickes@duke.edu16 votes -
14 votes
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Add a support category for vendor contact information.
Add a technical support option category for contact information (email addresses and phone numbers) in vendor records. Often vendors have different contact information for orders/claims/returns versus support, and right now there is no way in Alma to label a phone number or email address as a technical support line. This leads to confusion on the part of the library's own support staff, and we often end up Googling any contact information listed in Alma. This is a straightforward and necessary enhancement.
12 votes -
Add Detail for Payment Method=Accounting Department in Vendor Record/Account
Payment Method=Accounting Department is used to route invoices through our campus check feed/ERP export. However, at the campus financial system level, there are multiple options for how the vendor gets paid, including PaymentPlus, ACH (via Paymode-X), as well as paper check. It would be good to 1) record this information as a detail of Payment Method=Accounting Department, 2) be able to modify specifics via a table as needed for institution variations, as well as 3) have the fields available via Analytics. Ex. Campus has made a change in issuing checks, and we would like to communicate this change to our…
10 votes -
Enable the ability to associate vendors
Similar to associating POLs, it could be useful if it were possible to associate/link vendors to each other. It would enable organizing individual vendors (mostly access providers) under broader vendors (billing agents, IP Registry, etc) and consortia.
8 votes -
SUSHI harvesting for JSTOR
I noticed that our SUSHI harvesting for JSTOR hadn't worked successfully since May 2023. The requests for reports were coming back with this message:
{"Code": 1011, "Severity": "Warning", "Message": "Report Queued for Processing", "Help_URL": "https://support.jstor.org/hc/en-us/articles/360015483214-SUSHI-reports-COUNTER-5-overview", "Data": "Successful request. You must re-request this report to receive data. Please allow 1 hour for processing before retrying."}
So I reviewed the information here:
https://support.jstor.org/hc/en-us/articles/360015483214-SUSHI-reports-COUNTER-5-overviewThis page makes it clear that this is expected behaviour.
I ran a custom harvest for June-Sept 2023 and it failed (as expected).
I ran a second custom harvest an hour later and it succeeded.I'm not…
8 votes -
Interface field "Admin Documentation" - Extend default display size
The Interface field "Admin Documentation" contains often a lot of text which covers several rows.
In order to read the content of the field more quickly without scrolling, It would be helpful if the default display size of the field could be extended - ideally to four rows instead of two.
7 votes -
Add preferred pronouns field to contact people tab information in vendor
In the 'Contact people' tab of a vendor record, there is currently no option to add the preferred pronouns of an individual. There are preferred name and gender options but no where to record the pronouns they prefer.
vendor interface > Contact people > Add contact > Contact details.
4 votes -
License Terms
Allow for users room to add institution specific license terms details as the ones provided are not always a good fit for the individual institutions needs.
4 votes
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