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139 results found

  1. Add a link from the PO line to the "Receive" workbench

    It would be helpful to have a link to the receiving workbench from a POL, to eliminate the extra step of receiving items that are ordered but already in hand. This applies especially to standing orders and gifts. We already have the items in hand at the time of order creation. With the current setup, we have to 1) create the POL, 2) write down the POL number or copy it before selecting Order Now, 3) switch to Receive to receive the item in order to close the POL. Merging step 3 into the POL creation process would save a…

    20 votes
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  2. Ability to attach bibliographic record to CZ order

    The Change Bib reference action is not available for POLs that have originated from the Community Zone. This is an issue as POLs with CKB references don't have bib record information which can be used in Analytics.

    In our SalesForce case about this (00570591) we were told that POLs for an electronic item can be relinked only if it has an MMS ID in the first place, and we see from the manual that changing the bib record isn't possible using the relink action if there’s not already a bib record attached:
    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/020Purchasing/045Closing%2C_Reopening%2C_and_Relinking_PO_Lines#Relinking_PO_Lines

    So what we want is the ability…

    20 votes
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  3. Order of action buttons in the POL

    In the new PO line interface, the action buttons available when creating a POL is not in a practical order, which causes a lot of our staff to press “save” instead of “save and continue”. This causes the POL to remain in status “in review”. The user also must use more energy to locate the correct action button. We have two different suggestions for solving this:

    1. Move the actions “Save and continue” and “order now” to the right part of the menu line and have this be marked in a stronger color than the other buttons. In the current design…

    19 votes
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  4. Make PO line Rollover Job work dependent on ledger and possibly fund codes.

    User Story. Currently we our Acquisition team have a different set of ledgers to our Subscription team. When we do a Rollover of funds and ledgers this is not an issue. However, when we are trying to test the PO Rollover it is difficult to separate out the PO Lines that are for the Acquisitions Rollover and the Subscriptions Rollover.
    Solution - It would be better if you could only roll over PO lines that were attach to a specific ledger (and possible set of fund codes). So that we could run the Acquisition rollover separately to the Subscriptions rollover.

    19 votes
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  5. EOD match method improvement: Print book orders via EOD are attached to the electronic bibliography.

    Alma is unable to distinguish between electronic and physical bibliographies in NZ when ordering via EOD.
    This has caused a problem with print book orders being attached to electronic bibliographies when only NZ has a bibliography.
    If the library has an inventory in the IZ, we can work around this issue with the following setting.


    Single match - match only record with the same inventory type (electronic/physical)


    This function cannot determine whether it is electronic or physical without an inventory.
    We consider it incomplete as a function because it cannot be distinguished at the bibliographic level.

    There are two proposed…

    18 votes
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  6. 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

    18 votes
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  7. Defer PO Lines with Acquisition Method "Purchase at vendor system"

    The documentation on Deferring PO Lines clearly states that "you can defer any PO line except those with the Acquisition method of Approval plan or Purchase at vendor system" (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/050Deferrals/010Deferring_PO_Line_Workflow).

    We would like to be able to defer PO lines with the Acquisition method of Purchase at vendor system. We have many PO lines with this Acquisition method that are only paid every few years, i.e. 5-year hosting fees. The ability to defer PO lines with this Acquisition method would allow us to clear encumbrances for the unaffected years and release those funds for other uses.

    17 votes
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  8. Packaging PO Lines into a PO: properties

    Currently PO lines are packaged into a single PO if all the following properties match:
    - Vendor account
    - Owner
    - Currency
    - Continuity – One-time/continuous
    - Acquisition method
    - Source type
    - Ordering Library
    - Fund

    We order from some suppliers in different currencies. Therefore, the match criteria "Currency" is unfortunately not ideal for us.
    It would be great if you could adjust the criteria here for your own institution.

    Thank you in advance!

    17 votes
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  9. Request instead of Interested User

    For Alma, request and interested user are two different things. This is not easy for us to work with. In bigger libraries, staff members have access either request nor interested user, so it is difficult to check request/interested user for our users.
    I wish, you replace interested user by request in the PO Line.

    16 votes
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  10. Change order icon color in All Titles / Physical Titles result list based on order status

    If the status of all POLs on a title is Closed, change the green shopping cart icon color to grey when looking at the All Titles or Physical Titles result list.

    It is really helpful to see if there is an order for something when doing a title search. However, it creates a lot of extra clicks to see if an order is active order or not.

    For instance, I might be looking at a title for which the item has a status of "Missing" and there is an order on the item. Is that the original order for the…

    15 votes
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  11. Allow the system to change formats for example Physical One time to Electronic One-time and vice versa.

    At the moment when you have created an order for a physical book, but then want to accept the e-book instead, the system does not allow you to change the format as it expects you to follow the workflow of the format you ordered in the first place.

    14 votes
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  12. POL access service subscription & other service subscription -> add expected activation date

    In two POL subscription type, the expected activation date is missing :
    access service subscription & other service subscription.
    Thank you to add the field "expected activation date" into these 2 POL templates.

    14 votes
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  13. 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
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  14. Request to add Cancellation Reason and Cancellation Note of POL to the Interested In Letter

    When cancel POLs that have interested in users, Interested In Letter about this cancellation will be sent to the interested in user. However, despite Cancellation Reason and Cancellation Note could be input during the cancellation, they are not included in the XML file of the Interested In Letter and thus cannot be added into the letter content via letter template customization. We request adding the Cancellation Reason and Cancellation Note into the Interested In Letter XML file so that these information could be revealed to the interested in user who receives the notification.

    13 votes
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  15. Permit Access Provider job updates on closed orders

    Its is currently not possible to update the access provider field using a job when the order is closed. We have migrated lots of closed ebook and ejournal orders where we retain perpetual access, we would like to ensure this is populated with the correct access provider detail for ease of reporting etc.

    12 votes
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  16. Make the discount field available to Import Profiles that create POL's

    When using an import profile you cannot specify an incoming discount field that will map the the POL discount field.

    This is necessary because setting the discount at the account level is not always possible, some vendors/publishers exclude items from the stated discount.

    12 votes
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  17. Copy of communications in the Attachments tab at POL level

    In each POL in the Attachments tab, the communications sent to the providers generated through a job are saved.
    It would be useful if manually generated communications from the Communications tab could also be viewed from the Attachments tab.

    11 votes
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  18. Allow for filtering by order date in Claims; Allow for non-emailed claims notes

    When reviewing claims, we would like to be able to prioritize claiming by recent titles. There is currently no way to filter claims by order date, short of exporting the search results. Adding order date or other date filters would improve efficiency.

    Additionally, we often have to claim outside of Alma, but there is no way to add a claim to the communications tab without sending an email. Adding a 'do not send claim' type button, such as existed in Aleph, would allow for keeping all claims communications in one location.

    10 votes
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  19. 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
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  20. Facet for PO Lines Secondary & Tertiary Reporting Codes

    We'd really like the ability to facet in PO Lines by the Secondary & Tertiary Reporting Code fields. It's possible to facet by the main Reporting Code but not by the other two reporting codes.

    10 votes
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