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
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Pauline Liu
commented
It is important to allow us to be able to attach collections to closed/cancelled po lines. Why? Because Ex Libris informed us that we have to switch our titles to another collection because of name change or for other reasons. The titles were already paid for several years ago, and the po lines were closed/cancelled. Changes happen all the time and Alma should be made more flexible to accommodate any changes happening in the real world.
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christopher hagan
commented
At a cursory glance, it seems like this issue is related to migration, specifically POLs for electronic resources migrating to Alma as physical POLs. I have tried to add an historical POL to a portfolio and at times they don't turn up in the search, whether set to Active or All. The issue is the POL type -- if it migrates into Alma as a physical resource POL, it won't be available to attach to the electronic portfolio in my experience.
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Betty Luong
commented
This is an issue for collections too. There are times for us when a collection changes POLs. I can associate the new active POL to the collection, but I want to add the cancelled POL as an additional PO Line to retain that association. Occasionally, even though I change the filter to All, Alma will not find the cancelled POL and I cannot add it to the collection. Improvement in this area would definitely be helpful.
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Anonymous
commented
Thanks for the workaround. However, it's fiddly, time-consuming & not obvious so we'd still like improvement in this area please.
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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.