need more search criteria in acq such as operator id or create/update date
It would be useful to have some additional search criteria, such as operator id, and facets, such as a last update date range and status, available to monitor staff productivity. Not just in purchasing but in all areas of acquisitions the site reports the need for functionality that will allow a combination of attributes of the records to generate results. For example, an operator should be able to search using their user name, some category of task (po lines in review, invoice lines in review, invoices pending approval, etc.) and a date or date range, or status (sent/ waiting auto packaging, etc.). Typically operators are expected, as a point of quality and workflow management to "self-police" and answer questions such as: what is the status of the invoices/invoice lines I handled today? have all the purchase order lines I worked on today been resolved? Etc.
Anonymous
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Dear all,
Thank you for submitting this idea.
The PO lines unified list page has evolved since this idea was submitted. Today, users can limit the search and refine it be many index fields, such as creation date, send date, PO line workflow step and more. Using the advanced search users can conduct date ranges searches.
Moving forward, as more Alma pages will move to the new interface, we will be able to enhance the search and facets capabilities for them as well (such as the invoices list).
The only part that is missing according to the idea’s description is a search by the modification date. Currently we do not plan to implement this in the foreseeable future. That said, your feedback remains valuable, and I’ll continue to keep it in mind as our roadmap evolves.
Thank you,
Zohar Shemesh
Alma Product Team