Skip to content

How can we improve Alma?

← Alma

Reset PO and POL number every year

Dear colleagues,
Currently, the POs and POLs numbers are generated automatically and the turn of the calendar year has no effect on it.

We would find very convenient that, at the start of each year, the sequence starts again.
The first PO of 2023 of would be PO-2023-1, same with the POLs POL-2023-1.
The numbers would gain in clarity.

Thank your for considering this.

Kind regards,
Maxime

336 votes
Vote

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
You have left! (?) (thinking…)
Maxime (SLSP) shared this idea  ·   ·  Admin →
Closed  ·  AdminTamar Fuches (Alma product manager, Ex Libris) responded  · 

Dear community,

This story has 2 parts:

  • Having the calendar year as a prefix without the need to explicitly define it in the beginning of each year
  • Having the sequence to be restarted when a new calendar year begins

After checking the technical implications, we identify that this change is risky and might cause duplications and data mismatch.

Decision is that we will not implement this due to technical risks.


Best regards,

Tamar Fuches

Alma product manager

Show previous admin responses (3)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Kerstin Werth commented  · 

    Dear Zohar,

    we really want the sequence to be set to 0. We change the Prefix manually at the beginning of the new year, so I do not expect duplicates.

    Regards

    Kerstin Werth

  • AdminZohar Shemesh (zohar.shemesh@exlibrisgroup.com, Ex Libris) commented  · 

    Dear Community,

    We are now taking a closer look at this idea and would like to better understand the need:
    -Is the benefit on this idea is by limiting the need to manually set the calendar year as a prefix (which can be done today via the customer parameters po_prefix & po_line_prefix) ?
    -What is the need for resetting the PO line reference number every year? Are you using this information for reports, other systems etc.? We’d appreciate if you could describe why this is important.

    After initial technical analysis we found that resetting the PO line sequence has a risk of causing duplications. Will you find it useful if we will add the year to the PO line sequence automatically, but without resetting the sequence?

    Many thanks in advance,
    Zohar Shemesh
    Alma Product Team

  • Kerstin Werth commented  · 

    Hi Noam,
    I'm not quite sure if anyone answered this question from April already, but your description does match what we would wish to see. Thank you.

    Regards
    Kerstin Werth

Alma: Acquisition - PO & POLine

Categories

Feedback and Knowledge Base

(thinking…)