Alma
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95 results found
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Corollary suggestion to "Copy POL data to new POL with different order line type"
I would like to see Rollover of POLs receive a new rollover rules-build.
It would be extremely helpful if POL rollover could be done ledger-by-ledger if desired.
In addition, I (and maybe others? vote for this!) would like an option for firm orders to roll ONLY if they're still 'open', i.e. not 'closed', and not 'invoiced' (is rollover of firm orders ordered, received, AND PAID in one fiscal year into the next EVER useful? I doubt it myself...). Voyager did something like this with firm order rollover. I can't remember whether its rules just made sense, or if I adjusted…
2 votes -
renewal reminder
Is it possible to add the name of the e-collection to the POL renewal reminder email? the current reminder is generic and doesn't have any information in the email to let us know which collection is being renewed. most of the e-collections I have in the network zone, are Electronic Collection -> Subscription. the email reminders are not really helpful without the name.
0 votes -
PO line automatically renewed notes
Have the option to turn off "The PO Line has renewed automatically on date by the system" notes if not required or be able to delete in bulk. They can make it hard to find specific notes about the order
1 vote -
Order it : additional fields for the bibliographic record
an LC created with Order it generates a bibliographic record with a single description field: Title.
It would be interesting to have additional fields: ISBN, Author, Publisher, Date of publication.20 votes -
Make headings and descriptions editable for PO Lines without Inventory
It is possible to create a PO Line without inventory by using the "Order without Inventory" option in the Acquisitions area of Alma. When creating such an order, Order Heading, Alternative Heading, and Description are all required fields. However, these fields are not editable after the order is created, so if you make a typo or there is a change to the name of a service (or whatever it is you are ordering), it is not possible to update that information in the heading. Ex Libris should make these fields editable after the order is created.
8 votes -
Make "Order:#" icon larger
The icon (the number itself) is tiny and unnecessarily complicates looking at the orders. Make it bigger? Make the word "Order" the thing to click on? This sounds like an obnoxious request, but the number is so small!
3 votes -
Make "Change expected date"-button available for unclaimed PO lines
Currently, the function “Change Expected Date” is only available, when a PO line is in claim.
However, it happens often, that vendors announce a delayed publishing date before a POL is claimed. It would be very practical, if in cases like these, the expected date could be changed via the button "Change Expected Date" as well, instead of having to open the POL > Edit > Change date > Save.
It would save a few clicks and allow us to use the same workflow for the same task.
10 votes -
Add Close Note to the Change PO Lines Status job
We would like to add a Close Note when running the Change PO Lines Status to Close orders. Currently we can add a Cancellation Note but if we CLOSE a batch of orders (essentially cancelling continuation orders that have had receipts), there is no way to add a general note that populates all order lines. We have to manually add a note to each order.
1 vote -
Expand the functionality of the new labels for PO Lines
Hello! We're starting to implement labels for PO lines in the new user interface. There seem to be two major features that would vastly improve their functionality:
- Analytics indexing
- Ability to add labels in bulk via the Update PO Lines Information job (not just via advanced search).
Our use case is that we're using labels for those POLs which need to be manually encumbered or adjusted after the fiscal period rollover. This could be because we pre-paid for multiple years or because of a multi-year agreement. Each future fiscal year gets a label (FY-2025, FY-2026, etc.) so we can search…
3 votes -
Recent Material suppliers in drop-down
Currently, when creating new orders in Alma staff users don't get a list of the most recent Material suppliers but only an alphabetical list of all of them.
It would be useful to see 1-2 most recent suppliers in the drop-down in order to gain some time when acquiring multiple books from the same suppliers.2 votes -
New PO line: Add pickup capabilities to autocomplete fields (for example, Interested users)
The following improvements were implemented to New Layout for PO Lines in Alma February 2024 release, so the pickup capability has been added to the Venders and Funds:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2024/Alma_2024_Release_Notes?mon=202402
Improvement to the New Layout for PO Lines
February 2024 Acquisitions
Some improvements were implemented to the new layout for PO Lines.The existing Material Supplier and Fund fields were enhanced to allow users to select the value from a list which opens in a sliding panel. This is in addition to the existing option of selecting a value from the dropdown menu or typing the name of the vendor/fund.
However,…
4 votes -
Unified PO Line Task List: Make the identifier field editable again
The identifier field in its new form allows for users to either select an existing value from a fold-down list or to enter a new value.
However, editing a value has become incredibly cumbersome. As the cursor cannot be placed in the current content of the field, users wanting to edit it have to copy the content to the clipboard, paste it in the field again and then perform the edit. From our point of view, this new feature is a regression.
It is not by choice that we often edit the identifier field, but because we see no alternative…33 votes -
Add Associated PO Line field to New Order Import Profile & Update PO Lines job
Alma lacks the functionality for batch adding an Additional PO Line to a group of PO Lines. Because Alma lacks this functionality, a great deal of manual work is required.
Here is the use case: we made a large prepayment (the parent POL), and now we are creating technical orders (the child POLs) for all the items we chose to purchase with that pre-payment. We need each of the child POLs to have the parent POL as its Associated PO Line. We can create the child POLs in a batch using a New Order Import Profile. However, we have no…
8 votes -
Send email from the pol to the interested user?
Acquisitions
Sometimes we receive a response from a supplier that we want to communicate to the interested user: the high price, or the offer of another edition, etc.
We think it would be interesting to be able to communicate this information to the user without having to leave the POL. Also the information would reach the user with the POL information to which reference is made.10 votes -
Reduce the number of recurring order types.
The number of recurring order types is confusing and causes issues not only when ordering new serials but when processing them. Even Ex Libris staff often have trouble explaining the differences between standing order types and if we need to change an order type someone with the authorization has to run a job. The operational differences don't make sense. Reports can easily distinguish between different order types from the Material type and Reporting Codes fields.
This change would make recurring order management much simpler and more efficient.2 votes -
Allow edits to POL Bib Descriptions on Cancelled POLs
We want to be able to edit the POL Bib Description fields on cancelled POLs without having to reopen the POL. Reopening a cancelled order on a closed ledger causes complications, especially if the fund doesn't exist in the current ledger. It would be better for your users if we could just edit this tab without impacting the POL status. Thank you!
42 votes -
Desable default "Assigned to Me" in the new Review PO line list
In the new Review (PO line) list, the default Assignment is "Assigned to Me". It would be beter that the default Assignment is deactivate here.
In some libraries, the PO Lines are centralized and managed by specific person/service and not by the PO Line creator/assignment.
2 votes -
Export funds from a PO Line
Allow the funds codes, amounts, and percentages, on a specific order to be exportable.
We often need to communicate these amounts with selectors, and this ensures no errors. The old interface allowed copy/paste into a table, and this has been lost with the new interface4 votes -
Filter OUT cancelled PO Lines
Provide a facet to filter OUT cancelled PO Lines in the PO Line view. We have a lot of cancelled PO Lines with the same title as existing PO Lines, and it is confusing and time consuming to find the 'active' PO Lines. It would help us tremendously if we could filter OUT cancelled PO Lines, perhaps even by default.
14 votes -
Add interested user to order template
We would like to add the ability to save interested users to the ordering templates. This will save us a lot of time and clicks.
3 votes
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