Enable link from Invoice line to live Purchase Order Line so that data can be updated
The Alma renewals workflow for continuous resources (Subscription POLs) involves creating Invoices and updating the renewal date and other data such as Notes in the Purchase Order Line. This should be possible as part of a unified workflow when invoicing, i.e. adding the invoice line and then linking through to a live Purchase Order Line to update and save the renewal date etc.
Currently the Invoice Line PO Line link is View Only which means a separate search and action is required to find and update the renewal dates etc in POLs. This is inefficient and wastes time - given that this is a core workflow and this information needs to be updated for all subscription POLs as part of the renewal process. It also increases the chances of forgetting to update the renewal date and having resources appear in error in Waiting for Renewal and Order Lines with Claims lists.
Paula Hasler
shared this idea
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Barbara Swetman commented
I just removed my votes since I think it has been implemented.
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Shirleanne Ackerman Gahan
commented
Please create a link to continuous POLs that are set for Manual Renewal!
Or possibly a link that automatically takes the user to the Waiting for Renewal Task List immediately after the invoice is closed (similar to physical items receiving). This would be a very helpful reminder to the user in the two-step process of (1)invoice--> (2)renew.