Allow Acq managers to force POs to close.
There are a number of occasions where POs get stuck at 'sent' where they should be closed. Currently we have to contact Salesforce to close these which is needlessly time consuming for all parties. It would be very helpful if Alma had the option select closed as a status type that would override the sent status regardless of activation/receipt status of the order.
After running an analysis on this issue, we believe that the root cause for the POL to be “stuck” was found and is planned to be fixed in one of Alma’s next releases. This fix will enable POL to continue in their workflow (move to the next step) and not to get “stuck”. I will update here when the fix is applied.
This would be great - we have some stuck in sent
Carol Avorgbedor commented
This would be so helpful for both POs and POLs; we have a considerable issue with POLs for which we are not given an option to Close.
Yes, would also like this at the POL level.
Tom Francis commented
This is a great idea, thanks Susan. All my votes are tied up elsewhere, but if I could vote for this, I would!
Anne Bell commented
Absolutely. It is very frustrating and also confusing as sometimes the close option is not visible. This may be due to a status in another part of the workflow but should not affect the ability to close the PO.
Bertrand Daldy commented
Although there are ways to force a PO into closed status (depending on the cause), it can be time consuming. Sometimes, a POL has the closed option available and at other times it doesn't which is confusing. This suggestion would be great if adopted.
Yes, great idea
Andrée Rathemacher commented
Great idea! I would love to have this on PO Line level as well.