How can we improve Alma?

Stop POL lines closing from Receiving?

Currently when receiving an item back ordered item (ordered 4 but received 1) the process is you receive just the one and the invoice just the one item. But when the other 3 items have been received Alma is closing the POL once they have been received? This is causing issues as the Supervisor must then delete the invoice and unreceive the item and start again. After checking all the learning material and ex-Libris/Alma videos there is no way for a person to be doing this and the Pals from the area have even watched the whole process and it is being done correctly. This is very stressful and I would like to know why this is occurring and if anyone else has had this issue.

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Alex Dennner shared this idea  ·   ·  Admin →

10 comments

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  • Alex Dennner commented  · 

    Hello Moshe,

    Did my last comment help in anyway?

    Regards

  • Alex Dennner commented  · 

    No, but will that matter if the invoice has been approved and closed before you receive the other b/o item. Also if that isn't changed back to fully invoiced the PO won't close and cause finance issues.

  • Alex Dennner commented  · 

    Hello,

    Was that a better explanation.

    Regards,
    Alex

  • Alex Dennner commented  · 

    The system should not be closing the Pol or PO from just receiving only. Also before you, as I check the Pol status before I receive the second item and it is sitting at "Sent". Then after receiving only it is sitting at " closed". This is before I have even been able to invoice the second item.

    Thanks

  • Alex Dennner commented  · 

    Hello Moshe,

    I receive 1 item, receive it and invoice it (ordered 2 originally). Then a week later receive the second item. This is where the problem arises!

    I go and receive this item and click "save and receive" as normal and go to invoice it but I can't invoice it as the Pol and PO closed as soon as I clicked 'save and receive". So if I try and invoice it I can't as the Pol and PO are sitting at closed before I even click "create invoice"

    I hope this is clearer.

  • Alex Dennner commented  · 

    Hello Moshe,

    Did that answer your question

    Regards,

    Alex

  • Alex Dennner commented  · 

    Hello,

    Because when we receive the backorder items in Alma for some reason it closed both the POL and PO. So the only way to get it to work is to I receive the items. Then delete the original invoice, un receive the original item and start again with all of it.

    Thanks

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