Copy POL data to new POL with different order line type
We still experience issues when a POL is created with the 'wrong' POL type / inventory type (e.g., a print POL is created but e-inventory needs to be attached) - these 'incorrect' POLs must be deleted and recreated manually. There are other ideas out there to make POL types and architecture more flexible, such as this one:
and Ex Libris has done some work on this, e.g.:
In the comments of that request, Ex Libris indicates that allowing the kind of flexibility to 'change' a POL order line type - or attach different types of inventory to it - would cause database conflicts.
If that is still the case, one other possible way of saving manual effort when an incorrect POL type is used on a POL is to enable a one-click 'copy to new POL' function that copies all of the data from an existing POL that is common to all POLs - vendor, price, fund, notes, etc. - and puts it into a new POL, but allows you to change the POL type for the copied POL. So you could copy your physical one-time POL data to an electronic one-time POL, and delete the physical POL if necessary.
This would solve a couple of different use cases:
-Fixing migration issues (especially if you could run in batch, e.g., take all of these physical one-time POLs and make new POLs out of their data that are electronic one-time POLs)
-Fixing an error made during the ordering process (e.g., a print POL type was created and data filled out, but the inventory actually turned out to be electronic instead of print)
Thanks for considering!
Lauren Magnuson
shared this idea
Dear colleagues,
I would like to drew your attention to a new Alma Cloud App “Switch PO-Line type” which address the need presented here, please read the following documentation:
https://developers.exlibrisgroup.com/appcenter/switch-po-line-type/
Noam Fass | Alma product management team
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Dear colleagues,
I would like to drew your attention to a new Alma Cloud App "Switch PO-Line type" which may address the need presented here, please read the following documentation and feel free to comment here.https://developers.exlibrisgroup.com/appcenter/switch-po-line-type/
Noam Fass | Alma product management team