Alma
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20 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.
101 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.
82 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…62 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.
32 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.
27 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 -
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 -
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.
14 votes -
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.
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 -
8 votes
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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 -
Add flags to tabs in vendor interface record area
We noticed the little corner/flag is not changing on the vendor interface details tabs when we add administrative information/access information/statistics information. We thought it would show like the notes tab with a dark corner when we enter information so we know that we have stuff in these tabs. We thought it was a glitch, so we reported to Ex Libris. They said it is by design:
The answer is that it is by design. The little corner flag is an indicator that there is system or user generated content like populated tables or lists. It doesn't indicate that form data…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 -
From 'view vendor' list in POL, add '+' capability to Add Vendor?
Right now one has to either search vendor before order entry, or gamble that the vendor is already in the database and just try entering the POL. But then, if the vendor is NOT in the database, one has to back all the way out, add the vendor, and then start over.
It would be great to have an 'add vendor record' link right there, with a 'back' button to finish the POL in progress, That would really minimize workflow interruptions during the POL entry process. Might others find this helpful? If you hate stopping, navving somewhere else in…
3 votes -
Select multiple POL in communications with vendor
When using the communications functionality in the vendor account, it is only possible to select one POL from the list. It would be very convenient to be able to choose more than one POL.
3 votes -
Add more scheduling options for EDI jobs
Currently, there are only 6 options for EDI Job Scheduling and no options to run jobs on specific days. It would be helpful if the EDI Job Scheduling options matched the options that are available for other jobs (for example: Import Profiles have many more options including specific days and times.)
3 votes -
Ability to remove/hide the "Liable for VAT" checkbox from all vendor records
Institutions that do not use VAT should be able to configure their vendor records so that the "Liable for VAT" checkbox does not appear.
1 vote -
See also fields for vendor names
Many of our vendors change names from time to time so it would be great to have a searchable "see also" or "formerly known as" field in the vendor record for a vendor's previous names.
1 vote -
Allow the existing configuration of the user form to apply also on the "Vendors > Contact People tab > Add Contact" page
This idea was opened by Ex Libris to see how the community supports it.
There is an existing configuration for the user form which was added in August 2022: https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2022/Alma_2022_Release_Notes#Configure_the_User_Form
Please have this configuration apply also when creating a new vendor "Contact" (Vendors > Contact People tab > Add Contact).
For example, if an institution selected that some fields should not appear in the user creation form, these field should also not appear in the vendor contact creation form.
0 votes
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