Ability to change invoice owner
Currently, invoice owner cannot be changed once the invoice Summary tab has been saved.
If a user creates a manual invoice and mistakenly saves this tab with the wrong owner, the invoice needs to be deleted and recreated.
If an EDI invoice loads with the wrong owner due to an issue with one or more lines, the invoice needs to be deleted and reloaded.
This is inefficient, particularly when an invoice with many line items needs to be deleted and manually reentered. Please add the ability to change invoice owner to an appropriate value.
As of July release you can change the owner for an invoice after it is edited. The values for the Owner list depend on the owner of the linked PO line/s, user role scope, library availability for vendor, and vendor account and funds. When saving the invoice, if the invoice owner is the institution but all the PO lines associated with the invoice lines are owned by a single library, a confirmation message displays that allows you to confirm or cancel your changes.
For more information please see Alma Release Notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes