Batch deleting PO's
There is currently no system job to delete PO's. These have to be done manually using the Acquisitions>Purchase Order>Delete PO function individually in ALMA.
We have 1000's of old orders migrated from our legacy system that are no longer required. We also now only keep 7 years worth of orders in line with current financial practice and so would like to be able to set a job to batch delete at rollover into the new fiscal period.
Chrissie Ley Hughes
shared this idea
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Jessica Berkana commented
Hi Tamar,
I agree that all 3 options would probably be ideal but I can imagine using option #1 most often.Hope this change can happen sooner than later!
-Jessica -
Maxime (SLSP)
commented
Dear Tamara
To my mind, all 3 options would be very useful.
If only one was to be implemented my preference is number 1.
Thank you
Kind regards
Maxime -
Dear community,
During the analysis of this idea, we realized that currently Alma does not have the ability to create sets of PO's. In order to run a job of deleting PO's, it will be needed to first add the support of PO sets. This, of course, adds to the complexity of the solution.I would like to ask, will it be useful if we add one of the following:
1. Option to select multiple PO's as part of Acquisitions>Purchase Order>Delete PO
2. Bulk "Delete PO" action in Acquisitions>Purchase Order>Review/Approve
3. Delete PO APIThanks,
Tamar Fuches
Alma product manager -
Lynne Billington
commented
We are currently struggling with some duplicate orders that have come in accidentally from a vendor system and we would also like this functionality.
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Sion Romaine
commented
Our records retention schedules require us to delete closed orders and related invoices after 6 years. I agree that the ability to delete closed/cancelled orders and any related invoices in batch would be very helpful!
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AnneMarie de Groot
commented
This would have been extremely helpful to us when we needed to remove over 1000 empty POs that were accidentally created through a job. We had to manually remove all of them. This will also be helpful at the end of our retention period for acquisitions data (7 years) to be able to clean up old POs no longer needed.
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Yang, XL
commented
hope it is considered soon
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Andrew Brown
commented
This is a great idea - I see it's nearly at 100 votes now, so hope it is considered soon.
