Alma

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  1. Manually associated PO Lines appearing in the Associated PO Lines tab

    When manually associating a PO Line under the Additional section of a POL, this association should also populate an entry on the Associated PO Lines tab

    3 votes
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    0 comments  ·  Acquisitions  ·  Admin →
  2. Link holdings when creating an order for an existing physical standing order.

    Currently when a new order is created for an existing standing order, with "Assign inventory manually" checked, the user has to create the POL then exit before entering the supplier, price, fund code, and other information.
    The POL then has to be linked to the holdings, which is an entirely separate process. Only when this is done can the necessary order information be entered.
    Allowing the user to link to existing holdings as part of creating the order would make this a much more seamless process.

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  3. Make invoice lines "Ready" in bulk.

    EDI invoices load lines with the status "In Review". These can be checked against the invoice copy in the Invoice Details tab, but making them "Ready" requires clicking the ellipsis then "Edit" then "Save".
    This has to be done manually for each line which significantly slows the process of getting the invoice paid. There needs to be a way to select all invoice lines and make them ready at one time.
    Other libraries may get larger or smaller invoices but in any given week we usually get EDI invoices with a hundred or more lines.

    3 votes
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    0 comments  ·  Acquisitions  ·  Admin →
  4. 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
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    0 comments  ·  Acquisitions  ·  Admin →
  5. 3 votes
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    0 comments  ·  Acquisitions  ·  Admin →
  6. 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.

    3 votes
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  7. Seperate the price and currency in Item's inventory price

    The field Inventory price field in physical item contains price and currency while Alma copies price from POL to item.Please seperate the currency into anohter field and make sure the price field is numeric. In this way, the Inventory price field can be counted directly.

    20 votes
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  8. 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.

    96 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  9. Hyperlink and give status of invoices that are listed under a particular vendor the same way they are when In Review or In Approval.

    Invoices are currently hyperlinked when they are listed in a In Review or In Approval queue. Not so, when you are looking at invoices under a certain vendor, nor is their status indicated if they are In Review, In Approval, Waiting for Payment or Closed. When researching a certain vendors invoices, it is sometimes necessary to look at a number of invoices in a row, which is not currently possible, because you have to cut and past and when you look at one invoice and try to go back, it bumps you into a queue totally unrelated to your search…

    3 votes
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    0 comments  ·  Acquisitions  ·  Admin →
  10. Add the function of un-receiving items in bulk

    It takes a lot of time to un-receive item one bye one; we need to find POL including un-received item and click ‘Manage item’ menu next to the item and then un-receive the item. It would be better that there is some way of proceeding the un-receiving process in bulk.

    3 votes
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    0 comments  ·  Acquisitions  ·  Admin →
  11. increase the number of received item per page and make the maximum of item displayed per page controllable

    In the Receive menu, the maximum number of items displayed per page is only 20. Please increase the number to 50, 100 or something. And, please give the option of selecting the number of items to display per page according to user’s preference.

    3 votes
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    0 comments  ·  Acquisitions  ·  Admin →
  12. Add a Description column in the Received Items List page

    Subject: Add a Description column in the Received Items List page

    As a Receiving operator, I would like to be able to see the description of the item I am receiving in the Received Items List page, without needing to click on Edit Inventory Item to navigate to the physical item editor.

    15 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  13. add next year as option in serials subscription date range picker

    As many serials subscription ranges begin with the next calendar year, add NEXT YEAR as an option in the Subscription Date Range date picker. NEXT YEAR would start 1/1/[NEXTCALENDARYEAR] and end 12/31/[NEXTCALENDARYEAR].

    9 votes
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  14. Activating Ebooks - moving the done button away from the delete button

    Could you move the DONE button to the top of the list when activating ebooks? Having the DONE and DELETE buttons next to each other means it is easy to click on the wrong button by mistake.

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  15. Add multiple vendors to order to distinguish between licensing agent vendor and invoice vendor

    We often place orders with a licensing agent but then the invoice is received directly by the publisher or even a subscription agent. However we can only record the invoice vendor on the POL record. It would be really useful to be able to record multiple vendors on an order by type, e.g invoice vendor; licensing agent vendor.

    6 votes
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  16. Duplicate licenses

    When duplicating licences give the option to include the attachments. Sometimes we want the license to appear with a different name on different orders but still want the attachment to remain the same.

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  17. Filter POLs in Receive New Material by Date Sent

    The list of POLs on the Receive New Material page can currently be filtered by vendor and owning library. It would be helpful to also filter the list by Date Sent.

    An operator might have one or more large orders that they wish to receive all at one time, using the Receive All function. Filtering only by vendor and/or library can still include POLs that they do not wish to receive with the others. Filtering by Date Sent could help them narrow the list further and include only the items on the order(s) they wish to receive.

    3 votes
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    0 comments  ·  Acquisitions  ·  Admin →
  18. We would like an option to search vendors by address/country.

    We would like an option to search vendors by address/country since many of our vendors are from other countries.
    Currently, we have no way of finding all the vendors from a certain country, if it is not part of their name.

    1 vote
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    0 comments  ·  Acquisitions  ·  Admin →
  19. Incoherent date in the “Date” column when the transaction type is “Expenditure”

    According to the developer, the expenditure date comes from the invoice date and always comes from it (see documentation at https://knowledge.exlibrisgroup.com/Alma/ProductDocumentation/010AlmaOnlineHelp(English)/020Acquisitions/030Invoicing/020Creating_Invoices).

    As you can see there, the calculation of the exchange rate is also done according to this date: "By default, Alma calculates the value of the transaction based on the exchange rate on the date specified in Invoice Date."

    Now we know where the date comes from when the type of transaction is “Expenditure”. However, in other types of transactions (transfer, allocation, encumbrance, etc.) the date that appears corresponds to the moment in which…

    25 votes
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  20. “Creating an invoice from PO” always sets the encumbrance to zero

    The use of the function “creating an invoice from PO” is essential for us. It saves a lot of work during invoice processing. The function always sets the encumbrance to zero, even if only a partial invoice has been recorded (for example: encumbrance: 300 Euro, partial invoice: 100 Euro -> disencumbrance: 300 Euro instead of 100 Euro).

    Ex Libris write: "This enhancement is already on the Alma Road Map but I can't provide a date now when this will be implemented."

    From our point of view, this is a mistake and should be corrected. A disencumbrance of the budget may…

    24 votes
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