"Manage purchase request" available in Analytics reports
Alma allows the export to Excel of the data found in the "Manage purchase request" option. The export is usually a slow process, which will surely slow down as the purchase requests stored in Alma increase.
We would like all this information to be available in Analytics so that we can manage it in a simpler way.
The new Purchase Requests subject area was added to Alma Analytics aspart of Alma September release. Using the fields of this subject area you can create reports concerning purchase requests and answer the following business questions:
How many purchase requests were made in a time range?
How many purchase requests were assigned to a user?
How many purchase requests have a PO line?
How many purchase requests were made per status?
For more information please see:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/010_2019/Alma_2019_Release_Notes
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Stacey van Groll commented
It seems to me that this aspect is not covered: "How many purchase requests were made in a time range?".
It looks like what is in-system is: "How many purchase requests were made in a date range?".
The Creation Date for Purchase Request is specifically only "Stores the date in the format 2/29/2012", whereas the PO Line Creation Date in this area is "Stores the timestamp of the PO line creation date."
I'm happy to be corrected if I'm wrong, but how can we do analysis like how quickly we're processing purchase requests by 'time range' when the data is only by day?
We're very interested in improving our service by benchmarking our current processing times, but don't see how this is possible with the data as it is right now.
Does anyone know why the Purchase Request Creation Date was not stored as timestamp? -
Dear colleagues. This is planned. Please see the Alma Roadmap plans at https://knowledge.exlibrisgroup.com/Alma/Product_Materials/010Roadmap
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Christian Rüter commented
I agree too. We need a simple way to analyse Purchase requests.
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Frances Shipsey commented
Agreed. Also, the information you can get out of Alma by exporting to Excel is quite limited. Through Analytics we should be able to get more data.