Alma
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32 results found
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Add additional status type of "Deferred" for Purchase Requests
There are currently only 3 Statuses for Purchase Requests: "Approved", "In Review" and "Rejected". We would like to have an additional Status of Deferred for Purchase Requests that we cannot or do not want to order at the present time, but may want to order later. Right now if we do not want to order a request immediately they stay in the "In Review" status and it is impossible to tell which requests we have already evaluated so we end up doing extra work. We don't want to "Reject" these requests because we want to order them at a later…
5 votes -
Allow to add a fund to PO Lines for donated or free items
We must add a fund to each order line for accounting reasons, even if the items are free of charge.
We use a workaround similar to the workflow described in the following article.
https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/How_to_associate_PO_Lines_for_donated_or_free_items_with_a_fundIt would be very helpful to be able to add a budget even if the price is zero.
4 votes -
purchase request
Purchase request - assign to function added to drop down menu or in its own tab (after the currant tabs).
It would be good to be able to filter purchase requests by assign to function.
1 vote -
Add Course Information within Purchase Request to PO Line
It would be very helpful if the details within the 'course information' section of a purchase request fed through to the POL and was visible within the 'Notes' tab of the POL. This would enable staff dealing with the orders to have all the required information in one place and would also make the audit trail more robust.
1 vote -
Make Approved Purchase Requests Editable
It would be very helpful if it was possible to edit Purchase Requests which have been approved. Our purchase requests default to 'electronic' material type, but if the electronic version of the requested item is unavailable and we need to order print copies instead, and the staff dealing with the request forget to change the material type before clicking on 'Approve and order', this means an order is created with the wrong material type and there is no way to fix this retrospectively. It would save us a lot of rework if it was possible to change the material type…
1 vote -
From my assigned purchase requests, allow selection of multiple requests to be assigned to someone. Doing it line by line is cumbersome.
From my Assigned Purchase Requests, allow assigning multiple requests at once to someone else. Going in line by line is cumbersome.
1 vote -
Purchase Request Suggestion
Enable Purchase Requests to be auto-assigned to a specific user based on either fund code or name/EID of the person submitting the request.
1 vote -
Analytics: Add Purchase Request Requester user information at the time of request
The Purchase Request Subject Area Purchase Request Requester user information is updated every day by ETL to the current user information.
In many cases, this is useful. But it is not useful for reporting when it is important to know the information of a user at the time of an action.
As one example: We would like to report on the number of patrons submitting purchase requests by user group such as undergrads vs postgrads vs staff. If a patron submits a purchase request as an undergrad and then becomes a postgraduate, the outcome of current analytics is that all…1 vote -
Excel - Allow personalization of the fields to be export
Our proposal, is to allow include bibliographics fields to the excel archive.
In order to manage the purchase requests, we need an excel archive that iclude fields like ISBN, edition, year, ...1 vote -
Purchase request : add a new field for the url
In our University, we would need an additional field into the Purchase Request for the url : it would help to confirm the identification of the document.
0 votes -
Letter for purchase requests initially approved and finally canceled
Sometimes it happens that a user's purchase request is initially approved by the acquisitions staff and sent to the vendor, but sometimes it ends up being canceled for some reason.
Prior to this cancellation, when this request is sent to the provider, the POL generated in Alma remains in "sent" status. Prior to this cancellation, when this request is sent to the provider, the POL generated in Alma remains in "sent" status. Then it will be manually canceled.
We request the creation of a letter in which the user is informed of this circumstance. Together with this, we request that…0 votes -
Make patron / user information pop up card in Alma customizable or add more fields for purchase requests
This specific request came to light when processing purchase requests from the task list. We would like to see the patron's user group when clicking on the patron information card link:
https://www.screencast.com/t/XttSUJmwjEr0 votes
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