Searchable invoice notes
Add the capability for analytics and/or sets to generate a report based upon the note field. I have not been able to easily extract invoice notes from Alma. This would allow acquisitions departments to extract useful invoice data that may be unique to their institution. Also, if a library has Alma directly connected to an external payment system error reports will generate within the invoice note field. Having a way to easily extract these note through a report feature would be beneficial.
Davin Pate
shared this idea
Hello,
We are happy to inform the community that the Funds Expenditure subject area now includes the invoice general note.
The new field - Invoice-General Note - appears in the Invoice line folder.
Regards,
Hadas
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The ability to include invoice notes in reports in Analytics is planned for Q2 2025.
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Terry Hughes
commented
RE: "In the meantime, we will add invoice notes to Analytics."
Is there a timeline? When is it expected to be added?
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Davin Pate
commented
Is there an update on this Idea
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Ted Schwitzner commented
Is there a time frame for this to be added to the road map? Will the invoice notes (i.e., entries on the Notes tab of the Invoice) be added into Analytics as well?
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Kat Hart
commented
This is related to the Search PO Line by PO Line Note in Alma submission (http://ideas.exlibrisgroup.com/forums/308173-alma/suggestions/16887904-search-po-line-by-po-line-note-in-alma). It is infuriating that Alma does not index any of the notes fields, whether they migrated from another ILS or not. I plead for support of that submission as well. Thanks much!