Alma

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  1. Search more than one POL at a time

    The new feature of the october 2018 release made it possible to receive several POLs at once by selecting the desired POLs. We usually have a very large number of POLs and can't filter them by any more details. That makes finding the wanted POLs difficult.
    We would like to be able to search for more than one POL at that point.

    32 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  2. Fully receive items through receiving date only

    Currently, if an item with a POL has a receiving date, it is not considered fully received until it has been received under Acquisitions > Receive. Items with a POL and a receiving date that have not been received through the receiving process show up in the task list under Order Lines with Claims > Not fully received. If an item has a receiving date, it should be considered fully received, whether or not it has been through the receiving process.

    30 votes
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  3. More PO line options for Create Purchase Request

    Purchase Requests functionality is great idea (ACQUISITIONS --> Purchase Requests); unfortunately, the usefulness of this new feature is limited because it appears that it can only be used with certain PO Line Types (Print Book - One Time, Electronic Book - One Time; Print Journal - Subscription; Electronic Journal - Subscription). We cannot use the purchase requests workflow for physical media, for example, because there is no option for a requester to choose a "Citation type" that would map to a PO Line Type of Visual Material. We cannot use the purchase requests workflow for streaming media, because this is…

    29 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  4. Improve po_line_remove_interested_users_job

    The polineremoveinterestedusers job allows institutions to delete Interested Users from PO lines that have closed. However, there are many times when a PO line is closed before the item has left the department; consequently, running the polineremoveinterestedusers job means that interested users may be deleted before the item becomes available. Additionally, while the job removes the Interested Users from Alma, it does not remove the information from Analytics.

    We request that:
    A. Institutions have the ability to set a delay on the job based on the date the PO line was closed.…

    28 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  5. don't mark zero usage SUSHI reports as invalid

    When SUSHI harvests a report that has no usage for the selected dates, it is labeled as invalid. This is misleading. As long as all the correct headings for the report are in place, the report should be considered valid.

    28 votes
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  6. Customization of invoice line summary display

    The notes field on the invoice lines summary display currently displays a tick if there is anything is written in the notes field of the invoice line. It would be more convenient if we could customize/configure what we can view so that we can see the content of the notes field without having to go in and view the individual invoice line.

    27 votes
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  7. Enable configuring VAT on the purchase order line level

    Institutions should be able to enable configuring VAT on the purchase order line level so that it can be taken into account for encumbrance calculation. Having the VAT only configured at the invoice stage creates incorrect Fund Balance reports where Encumbered Balance is always underestimated and Available Balance always overestimated. A distinction between Inclusive and Exclusive VAT in the POL would be necessary.

    27 votes
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  8. Vendor Interface > Contact Information > Email addresses

    The default display for Vendor Interface > Contact Information > Email addresses, does not include an option to display the "description" field on the main page. The fields available for display are: Preferred, email address, created by, creation date, and type.

    Since most correspondence with vendors and sales representatives happen by email now, it would be useful to be able to see the description on the main page without having to click on .... and Edit for each email listed to see who is the correct contact.
    Some email addresses do not contain the person's full name, and if you…

    27 votes
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  9. Physical Item Editor - General Information Tab - add Chron. K (day) field

    When in the Physical Item Editor (for periodicals receiving work), it would be more convenient if the General Information Tab included the field for Chronology K (for day of month), (along with the Chron. I (year) and Chron. J (month) fields). As it is, if the day of the month needs to be edited, you have to go into the separate ENUM/CHRON Information Tab.

    27 votes
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  10. Receive on order

    The only way to receive an item on order is to go into the Receive function within Acquisitions and this requires that you have a known POL or browse through the list but that is not a viable option for the amount of orders we have open. The bulk of our materials come on approval so the POL is created in the load process and therefore not noted on the invoice and unknown. In order to receive, staff first search Alma for the correct order record and write down the POL. Then they have to go into Receive and search…

    27 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  11. Make the SAVE button more prominent on the Invoice Screen

    I have had a suggestion from my staff to make the SAVE button on the invoice screen more prominent. We have several workflows where one person puts an invoice in review and then it is checked by a second person before moving to In Approval. We have discovered that the incidences of someone hitting SAVE & CONTINUE rather than SAVE in the new Alma interface has increased. When we looked at the old interface versus the new, we discovered that that SAVE is now white and much fainter. At least having it the same color or size I think would…

    26 votes
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  12. Reopening closed POLs should re-encumber funds

    Currently re-opening a closed POL doesn’t re-encumber the funds. The workaround for this is to delete the fund, save the change, then add the fund back and save again.

    When we brought this up with Ex Libris they advised this can't be done automatically, but that they would instead add a popup message advising the funds will need to be manually re-encumbered. This was supposed to be added in December 2016 release but we noticed some time later that it didn't eventuate (SalesForce case #00436654).

    It would save a lot of time if re-opening a closed POL automatically re-encumbered the…

    26 votes
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    1 comment  ·  Acquisitions  ·  Admin →
  13. The default receiving status in manage items of receiving workbench is all and it should be not received or should be configurable

    As part of the new prediction pattern development it is possible in the receiving workbench to receive new items and filter the 'manage items' section by "all" "received" or "not received".
    Currently it defaults to "all" which is not what would be desired because
    A. it would show too much
    B. they would need to manually search for what they want to receive.

    It should default to "not received" because then they can choose the issue they have in hand and receive it. Another option would be to have it always remember the previous filter of the user and use…

    25 votes
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    Anonymous responded

    Submitted by Ex Libris PM on behalf of our customers

  14. Change currency in the order

    In the order the currency can not changed when the order is saved already. See attachment too, please.

    We need a possibility to change the currency after sending the order. Here are the reasons:

    a) During the order creation it was made a mistake.
    b) For subscriptions and standing orders the currency changes during the lifecycle. First we used British pound and than we use Euro, for example. The vendor changes the currency and we also have to be able to change that.

    25 votes
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  15. Incoherent date in the “Date” column when the transaction type is “Expenditure”

    According to the developer, the expenditure date comes from the invoice date and always comes from it (see documentation at https://knowledge.exlibrisgroup.com/Alma/ProductDocumentation/010AlmaOnlineHelp(English)/020Acquisitions/030Invoicing/020Creating_Invoices).

    As you can see there, the calculation of the exchange rate is also done according to this date: "By default, Alma calculates the value of the transaction based on the exchange rate on the date specified in Invoice Date."

    Now we know where the date comes from when the type of transaction is “Expenditure”. However, in other types of transactions (transfer, allocation, encumbrance, etc.) the date that appears corresponds to the moment in which…

    25 votes
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  16. Copy subscription date range

    When adding an invoice line for a POL which has subscription date it would be useful if there was an option to copy the POL Subscription dates to the ‘Subscription Dates Range’ in the invoice line rather than having to enter it. Especially if there are multiple invoice lines it would speed up entering the data and avoid errors.

    24 votes
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  17. Hotlink URIs in Vendor Interface Details

    In the Vendor Interface Details screen there are several fields in both the Administration Information and Access Information tabs for URIs. However, URIs entered into these fields are static. It would be useful if they were hyperlinked to go directly to the admin site, for example, for manually downloading counter stats, or doing other admin account maintenance.

    24 votes
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  18. Ability to remove Associated PO Lines from a POL

    If we add a POL # to the Additional section of a POL > Associated PO Lines and then discover that it was incorrect we are not able to remove it. We can change it but not remove it.

    We would like to be able to remove the Associated PO Lines if we find that we have made a mistake

    24 votes
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  19. EDI check in for print journals

    Alma documentation states that Alma supports the following Edifact message types – INVOIC, ORDERS, OSTENQ, ORDRSP, ORDCHG. However our old LMS Aleph supported an additional Edifact message type called DESADV.

    This allowed our serials agent, Ebsco, to check in our journals in on the LMS remotely via EDI once our monthly consolidated deliveries of print journals were despatched from the warehouse.

    Provided our prediction patterns matched the PIA line this worked efficiently. An example of EDI text is as below:-

    LIN+1'
    PIA+5+0001-4788(2012)42?:1;1-9:SI::28'
    IMD+L+050+:::ACCOUNTING AND BUSINESS RESEARCH'
    QTY+12:1'
    RFF+SNL:52280023'
    RFF+SNA:52280023'

    The above essentially means that for order no 52280023 (linking to…

    24 votes
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  20. “Creating an invoice from PO” always sets the encumbrance to zero

    The use of the function “creating an invoice from PO” is essential for us. It saves a lot of work during invoice processing. The function always sets the encumbrance to zero, even if only a partial invoice has been recorded (for example: encumbrance: 300 Euro, partial invoice: 100 Euro -> disencumbrance: 300 Euro instead of 100 Euro).

    Ex Libris write: "This enhancement is already on the Alma Road Map but I can't provide a date now when this will be implemented."

    From our point of view, this is a mistake and should be corrected. A disencumbrance of the budget may…

    24 votes
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