Alma

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  1. Allow Acq managers to force POs to close.

    There are a number of occasions where POs get stuck at 'sent' where they should be closed. Currently we have to contact Salesforce to close these which is needlessly time consuming for all parties. It would be very helpful if Alma had the option select closed as a status type that would override the sent status regardless of activation/receipt status of the order.

    83 votes
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    • Copy PO Line Prices to Item Replacement Cost

      Add a new configuration parameter to automatically copy the physical one time PO line price to the item Replacement cost. If the PO line's currency is different than the institution's default currency, the amount is exchanged and copied to the item (with no currency). The possibility (for an operator, a job or an API) to update or remove the amount in the Replacement cost should remain. Customers should be free to activate or not this configuration (true/false parameter).

      167 votes
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      • Acquisitions workflow for born digital material

        The National Library of New Zealand (NLNZ) is ordering and receiving an increasing amount of born digital material, particularly through Legal Deposit. These publications are collected as individual monograph publications and serial issues, not as part of an aggregation or domain/website harvesting, for the purposes of long term access and preservation in our Heritage Collections. They are publications in their own right, not digitised version of print holdings. Alma’s Acquisitions workflows do not currently have any options to allow for steps that are specific to receiving born digital material.

        Our current workflow involves the creation of Vendor records and POLs…

        55 votes
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        • Using "Change expected date" clears filters on "Order lines with claims"

          When using the "Order lines with claims" task it's useful to add filters, such as Purchase Type and Vendor, to refine your list of claims. However, if you use the "Change expected date" option, which should be quicker than Edit, it clears your filters once the new date is saved.

          Can you please allow the filters to remain after using the Change expected date function? Thank you

          12 votes
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          • Confirmation message when receiving items for continuous titles

            Please consider adding a confirmation message when an item for a continuous title (e.g. print serial) has been successfully received. This messaging--which would be similar to the "success" screen when checking in serials in Aleph--would make the process much clearer for student workers who often handle this task in academic libraries.

            Thanks for considering!

            12 votes
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            • Option to receive from items list

              Please make it an option to receive an issue, without having to navigate away to the specific "Receiving" page, if you are looking at it on an items list. Often I'll be working on items and notice that one of them is not received when it should be, but I can't change that without interrupting my workflow or opening a new window.

              8 votes
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              • Make "additional code" for vendors searchable

                Using the additional code field to track changes in the Vendor Code field make sense, but has limited use if we can not search it in any meaningful way.

                2 votes
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                • Stop the practice of showing funds for 'in review' invoices as expenditure.

                  Current Alma practice is that EDI invoices automatically load into Alma and expend from a fund whilst still 'in review' and before the 'approval' stage.

                  Below are some examples where the practice of expending a fund whilst the invoice is still 'in review' is causing us issues:

                  1. We have full end-to-end invoice integration from our suppliers, via Alma and into Agresso. We don't send through manual invoices for payment. Our invoice data is automatically transferred through to Agresso every evening once an invoice has been approved. Only those invoices that have moved out of review are included in the…

                  84 votes
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                    1 comment  ·  Acquisitions  ·  Admin →
                  • More easily edit/delete POL templates

                    We would like to be able to more easily update our POL templates. As far as I can tell, you need to create a new order, make adjustments in the POL, and then Save As Template - overwriting the old template. There should be an easier process.

                    2 votes
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                    • Job to automate the addition of multiple POL notes

                      We sometimes need to cancel or close large groups of POLs. We append notes to these to explain the closure.

                      Currently, we need to add these notes to POLS one at a time.
                      A function that allows us to append the same note to multiple POLs (ex. "POL closed on 12/12/18 due to package changes") at once would be extremely helpful.

                      1 vote
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                      • Apply Reporting Code from Encumbrance to Disencumbrance

                        In a disencumbrance transaction, Alma does not apply the reporting code assigned to an encumbrance to the disencumbrance. Because we use the reporting codes as a part of funds allocation, this practice causes the disencumbrance to be ignored thus overreporting the encumbrance for the reporting code. Please apply the reporting code of the encumbrance being disencumbered to the transaction of the disencumbrance.

                        1 vote
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                        • Add "Purchase Type" to PO line order templates.

                          It would be very helpful to have the Purchase Type included in order templates. PO lines that share criteria in other fields usually have the same Purchase Type.

                          3 votes
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                          • Sort Invoice Lines by Description

                            When viewing "Invoice Lines" in "Invoice Details" it would be highly useful to be able to sort invoice lines by Description A-Z. Currently you can only sort by Line no., Price/Total Price and Status.

                            1 vote
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                            • Add option to use hyperlink in license terms

                              Add functionality to license terms displayed in Primo under "Show License" to include a hyperlink, or clickable link. It would be helpful to be able to include a URL in the list of license terms, that patrons are able to click. Our institution uses an external tool to help determine terms of use and would like to direct patrons to the tool using a link in the License Terms.

                              1 vote
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                              • Increase character limit for Vendor Reference Number field in the PO Line & accept non alphanumeric characters

                                We are seeing longer and longer SNAs from vendors for titles. And, since we want to be billed at the title level whenever possible, so that we have the best cost/use data available, we often ask to be billed at the title level.
                                To do this, the Vendor Reference Number field in the POL needs to be at least 15 characters long. Additionally, it needs to accept hyphens, as many package SNAs have a common root, followed by a hyphen, and then a suffix for the specific title.

                                1 vote
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                                • delete pol

                                  We really have the requirement to delete a POL attached to a PO in our daily work, we will have to reopen the POL and then cancel it and then delete it, it’s kind of complicated and can we delete it directly?

                                  1 vote
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                                  • Ability to edit a location instead of creating a new one

                                    We are aware that this is a fulfillment configuration, but it is one which causes problems with acquisitions.

                                    We would like the ability to 'edit' existing location codes that would automatically update everything within those locations to the new location, including holdings, items, and PO lines...rather than having to create new locations and move things before deleting the old location.

                                    This would eliminate the problems with "change physical items" jobs that don't change locations for things with no items attached (common with serials).

                                    This would also eliminate the problem of POs becoming unlinked from holdings when a location is changed.…

                                    67 votes
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                                      1 comment  ·  Acquisitions  ·  Admin →
                                    • Searchable invoice notes

                                      Add the capability for analytics and/or sets to generate a report based upon the note field. I have not been able to easily extract invoice notes from Alma. This would allow acquisitions departments to extract useful invoice data that may be unique to their institution. Also, if a library has Alma directly connected to an external payment system error reports will generate within the invoice note field. Having a way to easily extract these note through a report feature would be beneficial.

                                      123 votes
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                                        1 comment  ·  Acquisitions  ·  Admin →
                                      • Automatic orders claiming

                                        At the moment Alma only sends one claim request to the vendor. If the ordered item is still not received, staff need to follow up and re-claim manually; usually a number of times.

                                        We would like to see claim cycle functionality in Alma so that we can configure follow-up claims based on a set interval per vendor, as well as a maximum number of claims to be sent before the order is automatically cancelled and the vendor automatically notified. It would also be useful to be able to see the history of claims for an order, and be able to…

                                        75 votes
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                                        • Hyperlink invoice number in PO to actual invoice

                                          Working with purchase orders and invoices requires frequent switching between a purchase order and invoices attached to it. Under the tab Invoice lines in a purchase order Invoice Numbers are listed to the left. On the right side there is a View button, which gives some basic information about the invoice.
                                          In order to view payment date, cheque number, view attached invoice, view other purchase orders associated with this invoice, one must copy the invoice number, then go to Invoices in Open Search Menu, paste the invoice number and then access the invoice record that way.
                                          To directly access invoice…

                                          93 votes
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                                            1 comment  ·  Acquisitions  ·  Admin →
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