Alma
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84 results found
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Expand the functionality of the new labels for PO Lines
Hello! We're starting to implement labels for PO lines in the new user interface. There seem to be two major features that would vastly improve their functionality:
- Analytics indexing
- Ability to add labels in bulk via the Update PO Lines Information job (not just via advanced search).
Our use case is that we're using labels for those POLs which need to be manually encumbered or adjusted after the fiscal period rollover. This could be because we pre-paid for multiple years or because of a multi-year agreement. Each future fiscal year gets a label (FY-2025, FY-2026, etc.) so we can search…
3 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 -
New PO line: Add pickup capabilities to autocomplete fields (for example, Interested users)
The following improvements were implemented to New Layout for PO Lines in Alma February 2024 release, so the pickup capability has been added to the Venders and Funds:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2024/Alma_2024_Release_Notes?mon=202402
Improvement to the New Layout for PO Lines
February 2024 Acquisitions
Some improvements were implemented to the new layout for PO Lines.The existing Material Supplier and Fund fields were enhanced to allow users to select the value from a list which opens in a sliding panel. This is in addition to the existing option of selecting a value from the dropdown menu or typing the name of the vendor/fund.
However,…
4 votes -
Unified PO Line Task List: Make the identifier field editable again
The identifier field in its new form allows for users to either select an existing value from a fold-down list or to enter a new value.
However, editing a value has become incredibly cumbersome. As the cursor cannot be placed in the current content of the field, users wanting to edit it have to copy the content to the clipboard, paste it in the field again and then perform the edit. From our point of view, this new feature is a regression.
It is not by choice that we often edit the identifier field, but because we see no alternative…30 votes -
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 -
Send email from the pol to the interested user?
Acquisitions
Sometimes we receive a response from a supplier that we want to communicate to the interested user: the high price, or the offer of another edition, etc.
We think it would be interesting to be able to communicate this information to the user without having to leave the POL. Also the information would reach the user with the POL information to which reference is made.10 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 -
Allow edits to POL Bib Descriptions on Cancelled POLs
We want to be able to edit the POL Bib Description fields on cancelled POLs without having to reopen the POL. Reopening a cancelled order on a closed ledger causes complications, especially if the fund doesn't exist in the current ledger. It would be better for your users if we could just edit this tab without impacting the POL status. Thank you!
42 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 -
Export funds from a PO Line
Allow the funds codes, amounts, and percentages, on a specific order to be exportable.
We often need to communicate these amounts with selectors, and this ensures no errors. The old interface allowed copy/paste into a table, and this has been lost with the new interface4 votes -
Filter OUT cancelled PO Lines
Provide a facet to filter OUT cancelled PO Lines in the PO Line view. We have a lot of cancelled PO Lines with the same title as existing PO Lines, and it is confusing and time consuming to find the 'active' PO Lines. It would help us tremendously if we could filter OUT cancelled PO Lines, perhaps even by default.
14 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 -
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 -
“Run a job” and “Create itemized set” should be available from the list of Purchase order lines
When you are in a list of items on a bibliographic post in Alma you have the option to checkmark several items and choose “Manage selected” – “Run a job” or “Add to itemized set”/”Create itemized set”. Now that we have the list “All PO Lines” and can checkmark POLs in the list, it would be practical for these options to also be available for PO lines. Currently you only have the option of creating a logical set (if you add filters to the list) from the list “All PO Lines”. This would make it easier and quicker to run…
8 votes -
Order of action buttons in the POL
In the new PO line interface, the action buttons available when creating a POL is not in a practical order, which causes a lot of our staff to press “save” instead of “save and continue”. This causes the POL to remain in status “in review”. The user also must use more energy to locate the correct action button. We have two different suggestions for solving this:
Move the actions “Save and continue” and “order now” to the right part of the menu line and have this be marked in a stronger color than the other buttons. In the current design…
19 votes -
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 -
Ability to define a shipping address per PO line
We need the ability to define a different shipping address than the library billing address per PO line. The address should be included in the XML of all vendor-facing letters, be searchable, and be included in the Excel lists exported from the search results.
Use Cases:
- A central library manages subscriptions to journals and newspapers that are sent directly to end users by the vendor.
- Several libraries are integrated into a single Library in Alma but send orders independently to vendors, expecting delivery to their local addresses.43 votes -
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 -
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 -
Add a link from the PO line to the "Receive" workbench
It would be helpful to have a link to the receiving workbench from a POL, to eliminate the extra step of receiving items that are ordered but already in hand. This applies especially to standing orders and gifts. We already have the items in hand at the time of order creation. With the current setup, we have to 1) create the POL, 2) write down the POL number or copy it before selecting Order Now, 3) switch to Receive to receive the item in order to close the POL. Merging step 3 into the POL creation process would save a…
20 votes
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