Hyperlink invoice number in PO to actual invoice
Working with purchase orders and invoices requires frequent switching between a purchase order and invoices attached to it. Under the tab Invoice lines in a purchase order Invoice Numbers are listed to the left. On the right side there is a View button, which gives some basic information about the invoice.
In order to view payment date, cheque number, view attached invoice, view other purchase orders associated with this invoice, one must copy the invoice number, then go to Invoices in Open Search Menu, paste the invoice number and then access the invoice record that way.
To directly access invoice records through hyperlinked invoice numbers in PO would save time and make work more efficient.
If this doesn't work, then to access the entire invoice under the View button would be helpful, as well.
As of Alma February release when editing PO lines, and accessing the Invoice Lines tab, the invoice numbers on invoice lines are clickable and linkable to the invoice.
For more information please see https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes
Louise Driscoll commented
We've been waiting quite some time for this one, It is such a good idea to have it linked.
Francine Egger-Sider commented
Very very inconvenient not to be able to go from an invoice line to the entire invoice. Coming from Aleph where this was possible is a great disservice.
This would help streamline the acquisitions workflow.
Michael Rodriguez commented
Again, reducing the number of clicks and searches required to complete common tasks in Alma is essential for workflow efficiency as well as for UX.