Add functionality to fund summary pages to view encumbered orders
There is no functionality within the fund summary pages to see what orders have not yet been paid (order still encumbered). The value of the encumbered orders does show in the summary graph however it would be really useful to see the orders this relates to.
Chrissie Ley Hughes
shared this idea
The "Encumbered Balance" and "Expended Balance" indicators are now include more information which helps users understanding the fund balance.
In addition, six new advanced search fields were added to the the PO line advanced search.
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Helen wohl
commented
It would be nice if this included the ability to export "the amount paid this FP" per POL for those orders that are only partially still encumbered (because they are paid in multiple installments throughout the year).
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Swetta Abeyta
commented
This seems really useful. I'd love to see this functionality as we move from Sierra to Alma
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Louise Driscoll
commented
We have to use analytics to do check on the unpaid subscriptions (a "burn down list") and then manually manage this outside of Alma. It would be much better to be able to keep this within Alma
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David Schuster commented
When it comes to the end of the year especially it is good to see what has not been spent and why. If invoices were incorrectly applied or if there are other issues with the fund.
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Louise Driscoll
commented
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Anonymous
commented
Yes, I agree - it would be much more helpful to be able to see which orders are awaiting payment.
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Chrissie Ley Hughes
commented
There is no functionality within the fund summary pages to see what orders have been paid. The value of the expended balance does show in the summary graph however it would be really useful to see the orders this relates to.