Receive on order
The only way to receive an item on order is to go into the Receive function within Acquisitions and this requires that you have a known POL or browse through the list but that is not a viable option for the amount of orders we have open. The bulk of our materials come on approval so the POL is created in the load process and therefore not noted on the invoice and unknown. In order to receive, staff first search Alma for the correct order record and write down the POL. Then they have to go into Receive and search by POL. It would be far simpler to be able to receive within Alma searching. Maybe there is a better workflow for this that we are not aware of but currently we think this is the only way to receive on order items.
To address the workflow described in this idea, the "Receive" workbench offers Alma users to locate the PO line to be received by various search criteria (in addition to the PO line search), so instead of doing a title search, coping the PO line number and pasting it in the "Receive" workbench, users can do a 2 step flow to locate the desired PO line:
1. Open the "Receive" workbench
2.Search by Title/vendor/Invoice number (or many more search criteria - see attached screenshot) and find the PO line they would like to receive
In case you are using the "Update inventory" import profile for your workflow, there is an option to receive the items as part of the import process, see more information here:
(search for: "Receive Item?")
The idea to add a link form the PO line to the "Receive" workbench does make sense, it is recommended to open a dedicated idea exchange in order to see if other members of the community share this need as well.
Noam Fass | Alma product management team
Michael Moore commented
We would also find this feature really useful - it would be a lot simpler to receive directly from the POL record or for there to be at least a link to receive for that POL.
It would also be useful if the POL in the receive record was clickable, to allow navigation back to the main POL interface.