Purchase Requests options
We would really like to be able to utilize Alma/Primo VE to its fullest potential, but one of the things lacking in the Purchase Request options is that there is no way to modify the fields or even add additional fields. We are needing at least two additional fields for us to be able to use the built-in functionality - a note field for special instructions (usually entered by faculty) and a level of priority (i.e., Rush or no rush - in the event this request is for a course reserve, it needs to be a priority, but there is no option to flag these using the built-in form).
Jamen McGranahan
shared this idea
-
Lisa Wilczak
commented
A more robust form would really be helpful. We are now using PR for replacements, and a check box for replacements would simplify our process substantially. The check would 1) notify the assigned reviewer that the PR is a replacement, and 2) notify staff to update/withdraw the record linked to the approved/rejected PR.
-
michelle Thornton commented
What about, if it is for a Course List, a place to specify 1. short loan duration 2. which semester it is for 3. How many students?? At present we have to use the Volume field, renamed No. of students, so we can properly allocate resources.
-
Manu Schwendener commented
+1
-
Lisa Wilczak
commented
A specific field to indicate a hold on a purchase request would be extremely helpful and would eliminate errors. Currently, we are manually adding the hold request in the Requester Notes field and then, again, manually adding the hold to the PO.
-
Ann Kucera - Central Michigan University
commented
It would also be great to indicate if someone would like to put a hold on the item - and then that hold would be in the purchase order so that acquisitions staff do not have to manually add the hold to the po.
-
Mary Ellen Wilson
commented
I agree! It would also be very useful if the user could also indicate in the form whether they would like for a HOLD to be put on the item for them upon receipt.