Change bib reference action added to POLs created from CZ records
The Change Bib reference action is not available on some of our PO Lines due to using a CZ record to create the order. This is an issue for us as PO Lines with CKB references don't have bib record information when we use Analytics.
In our now closed SalesForce case (00570591) we were told that PO Lines for an electronic item can be relinked only if it has an MMS ID in the first place, and we see from the manual that changing the bib record isn't possible using the relink action if there’s not already a bib record attached:
https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/020Purchasing/045Closing%2C_Reopening%2C_and_Relinking_PO_Lines#Relinking_PO_Lines
We would like the Change Bib reference action to be made available on PO Lines that use a CZ record to create the order.
Sonja Dunning
shared this idea
Hello All,
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Alma Product Team
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Stacey van Groll
commented
Hi Sonja,
I have a case now with a fix coming in Q2 2021 which may solve this?
It's a different starting point scenario because our relink issue came up due to deleting and resurrecting a bib and being unable to relink the POL after that.
But the fix description sounds like it might be more comprehensive?
You can check out the published case here 00868204, but here is the fix description which I asked for:
"yes, the problem happens in the following scenario:
- when you cancel a PO Line with "Childless bib action = Delete bibliographic records"
- and then restoring the bib record and reviving the PO Line.
The cancel action has removed the bib record from the PO Line and currently, the Relink only knows how to update the existing bib record in a PO Line but fails if there is no bib record linked to the PO Line at this moment.
We will fix the Relink action so that it will also work if there is no bib record linked to the PO Line at this moment."