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.
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Hi,
Notes are indeed a very useful tool to tag data for searching. We will make the POL and Invoice notes a searchable element in the relevant Alma interfaces.
Thanks,
Moshe
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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!