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Add an order action in the Purchase Request to “Approve and order from the CZ

Add an order action in the Purchase Request to “Approve and order from the CZ.” Alma would add an alert to the citation and redirect the user to the Community Zone, to the desired portfolio.  The operator will only need to click on the  "Approve and order from the CZ". Currently the only Action is “Approve and Order” which creates a local portfolio not linked to an E-Collection. It’s cumbersome and time consuming to re-link the POL and portfolio to the correct Community Zone record.

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Debra Juarez shared this idea  ·   ·  Admin →
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  • Mary ODea commented  · 

    Purchase requesters are permitted to both 'Use existing record' AND choose 'Requested format' = 'Electronic'.

    Please add the possibility of re-linking *to an E-Portfolio*--not just to a bibliographic record.

    Beginning an e-purchase with a bib rather than a portfolio requires a lot of fiddling around after the fact to correct the record so the bib is not suppressed, or mis-indexed. And who knows what's happening under the hood.

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Alma: Acquisition - Purchase Requests

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