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Alma

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35 results found

  1. Add Reporting Code 4 and 5 to XML Invoice Export

    Currently only Reporting codes 1, 2, and 3 are included in the invoice XML that is exported from Alma. This has been confirmed with Ex Libris.

    It would be useful to include the other 2 reporting codes as well.

    1 vote
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  2. Exporting invoice lines with multiple funds

    This is a known issue. According to an article of April 2023, "When POL is paid with 2 funds, and invoice is created, the export to Excel of the invoice lines only contains the 1st fund." It would be nice to have all funds included on the Excel file for better fund analysis and reporting.

    2 votes
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  3. Ability to add invoice line by scanning ISBN or Barcode

    Manually keying invoices, especially for LOTE books is difficult when you can't easily use the ISBN or shelf-ready barcode to bring up the POL to create the invoice line. The title on the invoice supplied by the vendor rarely matches how the title is imput in Alma in the POL, so that is an unreliable data point. ISBN and Barcode should also be options for searching for Order lines in a basic Order line search.

    1 vote
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  4. Make it possible see in invoices both total price and other currency(SEK, USD, DKK)

    Make it possible to ses total amout and the currency for a specific countrys amount.

    3 votes
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  5. Do not allow invoices with a mismatch in payment method between vendor account and invoice from going into Approval status

    It should not be possible to submit an invoice with a payment method that differs from those listed on the vendor account.
    We have vendors who only accept certain types of payment, such as wire transfers. This can be documented at the account level of vendor records. However, an invoice can still be manually created that uses a payment method not used by that vendor, and it can go all the way through to issue a payment the vendor cannot accept, such as a check. There is a blue alert, but it does not block submission of the invoice. Testing…

    34 votes
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  6. Link POLs to EDI invoice lines using Identifier field

    When loading EDI invoices from a vendor that do not include POL information, use the Alma Identifier field (usually the ISBN) to match the EDI invoice line to the POL.

    1 vote
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  7. Invoice templates

    Allow a template so if I'm invoicing dozens of orders in a row for one vendor I don't need to go through a bunch of drop down menus every time- Just one vendor, default account, same invoice date, pre-paid, with a credit card, etc.

    3 votes
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  8. Creating an invoice without PO number as invoice number

    Now when I create a new invoice from PO, then at the tab Summary there is automatically filled a PO number as an invoice number. We would appriciate some setting which would cause that this field wouldn't be filled out automatically and would stay empty. Our librarians are using other invoice numbers and current setting of Alma is leading to errors because sometime the librarian forgets to change the invoice number. We would appriciate if Alma wouldn't filled out the invoice number automatically with PO number. We would like only a warning by saving the invoice that the invoice number…

    3 votes
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  9. Allow VAT % amount greater than 100% when VAT Type is not Exclusive

    We receive a 'The field VAT % contains an invalid value' error when a VAT % amount is recorded as being >100% and we cannot progress the invoice any further. This error is valid when VAT Type is 'Exclusive', because it indicates that the VAT Amount > Total Amount. But it shouldn't be invalid when the VAT type is Line Exclusive or Inclusive, because it merely indicates that the VAT Amount > the amount of the other invoice lines.

    We encounter the problem when paying invoices where the invoice primarily consists of a taxed amount. This is common when receiving…

    6 votes
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  10. Add Delegated Financial Authority limits for staff approving invoices

    Staff members approving invoices have different limits on the maximum invoice amount they can approve. Delegated financial authority (DFA) limits vary, for example, for some staff the limit is $20,000, for others it is $50,000, for others it is $250,000 and for others it is higher.

    At the moment there is no limit to the amount a staff member can approve. We would like to see the ability to set delegated financial authority limits for each staff member who is eligible to approve invoices. Each staff member should be able to have a dollar amount set (in their native currency)…

    19 votes
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  11. Customize "Add Invoice Line" fields for past serial invoices

    Serials invoicing does not always use the same tax status (taxable vs exempt) for every invoice based on material type and frequency. Our campus uses the Reporting Codes to record tax category. When adding an invoice line in an invoice, using a Subscription POL brings up display of past invoices, but the Reporting Code fields are not available. We would greatly appreciate being able to see the First Reporting Code in addition to the Notes (where we record enumeration)

    4 votes
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  12. Ability to have more than customize payment status (paid/not paid)

    We have several statuses that an invoice goes through - received, Open, coded, ready for payment and paid. Having the option to use configurable statuses would reduce the number of times we have to go into SAP to check payment status.

    1 vote
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  13. Pop-ups for invoice alerts

    We noticed, that certain invoice alerts won’t pop up upon saving the invoices. This way, quite relevant alerts, such as “Invoice contains vendor account which differs from one or more linked PO lines” or “Invoice using different vendor than poline POL-***” will be unnoticed.

    We would find it very helpful, if these alerts would pop-up upon saving the invoices.

    42 votes
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  14. Batch editing and deleting invoices

    There is currently no way to batch delete invoices. Old invoices can be an issue when it comes to deleting POLs. For those of us with thousands of invoices to delete, it would be extremely helpful to have a batch delete option.

    Additionally, a job to set invoices back to review (in bulk) would be very helpful.

    [If this idea has already been posted, please let me know]

    82 votes
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  15. Add the Additional Information field to Invoice Lines screen

    When viewing Invoice Lines within a Purchase Order it is possible to add the Additional Information field from the Invoice Line as a column to this screen.

    However, when viewing Invoice Lines from within an Invoice it is NOT possible to add the Additional Information field from the Invoice Line as a column to this screen.

    We would like it to be possible to add the Additional Information field Invoice Lines screen within an Invoice so that there is consistency between Invoice Lines tab on a Purchase Order and the Invoices Lines tab on an Invoice

    14 votes
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  16. Update invoice information in batch

    Since we have to approve a lot of invoices and input the same payment information to a pile of invoices, is it possible to 1) set a certain number of invoices as a set and approve them in batch, and 2) update invoice payment information in batch as a job (similar to update PO line information)? Detailed information are as follows.

    1. Add invoices as sets Add invoice to ‘set content type’, and enable add contents from file to set so that a certain number of invoices can be grouped as a set.
    2. Add new jobs a. Update invoice status Approve/send…
    15 votes
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  17. Titles ending in question mark issue with EDI invoices

    There is a known Alma issue with EDI files for titles that have ending question marks, i.e. "What's So Controversial About Genetically Modified Food?" The invoice line loads with quantity of zero for such titles. This prevents the POL from moving to "closed". It would be great if this can be resolved, but I understand that the "he core of this functionality relies upon another system (Aleph) and currently Exlibris does not have a schedule fix for that. But putting it on the idea exchange to make sure we remember this is an issue.

    1 vote
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  18. License terms

    We have multiple licenses for various databases from the same vendor - each with with different licensing terms. We would like to be able have separate License Terms pages for these individual databases under a single vendor in ALMA

    1 vote
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  19. auto populate the end date for an invoice

    When entering a date range for a subscription, it often crosses into the next fiscal year. Having to select the year before you use the drop-down to select the month and day adds a lot of clicking. It is rare to have a subscription that isn't one year in length. It would save a lot of time and clicks if the end date (1 year later) would auto-populate.

    4 votes
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  20. More column in "Waiting For Approval Invoices"-View

    We would be pleased if the fields
    Invoice reference #
    Prepaid
    Internal copy
    VAT Type
    should be integrated into the "Waiting For Approval Invoices" view

    3 votes
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