Ability to add closed purchase order lines to the Acquisitions tab, PO Line field on active portfolios
Alma will not let you place a closed PO Line in the portfolio Acquisitions tab, PO Line field.
We want to tie closed PO Lines to active portfolios because the PO Line is why we have archival access and why the portfolios are still turned on after cancellation.
Migration to Alma results in many PO Lines not linked in the Acquisitions tab PO Line field. Cleaning this up would involve reopening the PO Lines and closing them. This is too much effort for what we need to accomplish. Please implement!
Kat Hart
shared this idea
3 comments
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Lisa Wilczak
commented
I would also like to see this feature implemented.
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Amie Pifer
commented
Yes you can do this but it does take several extra steps. It should just be something that the look up function does while directly in the portfolio. I am still interested in this feature.
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Kristen Fredericksen
commented
Actually, Alma will let you do this. Instead of searching for the PO Line in the box in the Acquisitions tab, click the menu next to the box and it will open a PO Line search window. Change the filter from Active to All.