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Reporting PO Line Notes

Currently, there no option to report PO Line Notes in Alma Analytics. Given the possibility to add many and various Notes to each PO Line, this seems a valuable opportunity missed.

Could other Alm users make use of this reporting option too?

Regards

Wayne

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Wayne Morris shared this idea  ·   ·  Admin →
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  • Karen Schlesser commented  · 

    How about POL notes similar to the Item Internal Notes 1-3? Those are fixed length and available in analytics. While we wouldn't be able to store all our order notes in just three internal notes, it would be a huge improvement over the current situation.

    This is critical functionality. I hope Ex Libris is motivated to find a solution.

  • Laura commented  · 

    I've just been asked for this by our eresources team also.

  • Sandy Forster commented  · 

    As PO Line notes are so important to us all, is there any way that this field could be limited in size, and then we could use it in Analytics?

  • AdminYoel Kortick (Senior Librarian, Ex Libris) commented  · 

    The PO Line Notes will not be added to Alma Analytics. Throughout all of Alma when there are notes for which there is no limit to the length of the note or the number of notes then they are not in Analytics.
    There are specific "limited size" notes which are available. For example, all of the following (as well as others) are available in Alma Analytics. If others are desired please state which specific ones, but they must be notes of limited amount and size. These already exist:
    - Fund Ledger note
    - POL note to vendor
    - POL receiving note
    - POL license note
    - Invoice line note
    - invoice line price note
    - Invoice line VAT note

  • Sharron Zuodar commented  · 

    We use the PO Line Notes heavily and are quite frustrated that you cannot pull them via analytics. When we have to start creating spreadsheets to record the data so we can find them quickly then we know we have missing LMS functionality.

  • Anonymous commented  · 

    This would be a definite improvement

  • Laura Krier commented  · 

    Yes, especially since a lot of the order data from our previous ILS was migrated into notes!

  • Faith commented  · 

    We definitely could make use of this reporting option. It would be very useful and would streamline a number of processes.

  • Jaymie Turner commented  · 

    Absolutely agree with other comments - this should be included functionality as it was with previous ILS platforms.

  • Sandy Forster commented  · 

    Absolutely - Alma imports vendor messages to the PO Line Notes field. As we can't pull this out into Analytics, we have to check outstanding orders one by one to assess whether they will arrive in the current financial year or not.
    I agree with Mike - we had this in Aleph and our previous ILS

  • Mike Rogers commented  · 

    This functionality needs to be made an integral part of Analytics. In other words, we shouldn't have to vote on this as an "idea". Reporting on order notes was included in our previous three ILS systems.

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