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103 results found

  1. Order list letters file format PDF

    Attach the order list letter to the POL instead of the PO. Also, the letter should be attached as a PDF, not an HTML file.

    1 vote
    0 comments  ·  Acquisition - PO & POLine  ·  Admin →
    How important is this to you?

  2. Move unified PO Line Task popups

    In the new unified PO Line Task List view, after an action is complete and an alert that it succeeded (green with a check) or failed (red with an X) pops up. This alert is anchored to the right side of the screen and multiple alerts align vertically. However, since the new view doesn't have the column on the right side of the screen, the popups' location on the right side of the screen means that any time something pops up, it blocks actionable buttons (such as edit button in a POL submenu, seen attached), requiring that we either wait…

    30 votes
    0 comments  ·  Acquisition - PO & POLine  ·  Admin →
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  3. Preview PO line attachments in Alma

    It currently is not possible to preview a PO line attachment in Alma; you have to download it to see what the document contains. This can result in downloading multiple documents before you find the one that you need. We would like to be able to preview those attachments in Alma to avoid that extra step of downloading each attachment just to view it.

    3 votes
    0 comments  ·  Acquisition - PO & POLine  ·  Admin →
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  4. 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
    3 comments  ·  Acquisition - PO & POLine  ·  Admin →
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  5. Physical PO line creation - allow the interested user defined on the PO line to place a title level request when the PO line is created

    This idea was submitted by Ex Libris to evaluate the need for the enhancement specified below:

    Today, when a physical PO line has an interested uset, a hold request is not created on the bibliographic title until the book is scanned in at a circulation desk (Item is received).
    Customer rely on being able to see all requests on a title from the moment it is purchased. This is because they want both users and staff to be able to see the whole physical request queue from the moment a book is purchased, currently it creates uncertainties about who is…

    0 votes
    0 comments  ·  Acquisition - PO & POLine  ·  Admin →
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  6. Notes in POL's should only be for notes (not history)

    The notes tab in POL's for serials/journals should only be for notes that pertain to that order. When orders are set to automatic renewal, every year when it renews a note is added saying "PO Line has been renewed automatically". Over the years this note takes over and all of the pertinent notes are moved to the bottom. I am constantly having to remove those automatic renewal notes to keep the important notes at the top. The automatic renewal note should go into the history tab not the note tab.

    119 votes
    4 comments  ·  Acquisition - PO & POLine  ·  Admin →
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  7. Only display relevant PO Lines

    In the PO-Line Task List, only PO lines should be displayed whose PO Line Owner corresponds to the active physical location (department) or aligns with the scope of the Purchasing Manager / Operator roles of the respective user. This is intended to enhance the clarity of the list and display only the necessary PO lines.

    3 votes
    0 comments  ·  Acquisition - PO & POLine  ·  Admin →
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  8. Display Renewal Notes in the new Unified PO Line List

    Along with the other notes that now appear in the new Unified PO Line (Vender, Activation, and Receiving) that was recently released, it would be great if Renewal notes also appeared in the Badges and Icons section when they were listed. Our staff currently use it to denote when they need to not renew an order, so having it displayed from the main list would be helpful for them to quickly parse out what needs to be handled.

    3 votes
    0 comments  ·  Acquisition - PO & POLine  ·  Admin →
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  9. show exchange rate

    Under the Summary tab, Pricing, have a Native Pricing line where the price is calculated with the current exchange rate. Also, in the Invoice Lines tab, allow for an option to show Native Pricing in the table settings.

    1 vote
    0 comments  ·  Acquisition - PO & POLine  ·  Admin →
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  10. Clone PO LInes to order again

    We create different PO Lines for the same order. We need to put different funds, different reporting codes or order more items.

    There is no way to clone the PO Line as a way to keep all information and just edit the fields that we have to update.

    We need to clone and put the clone in review to edit the fields we need to change and send it to the vendor.

    24 votes
    0 comments  ·  Acquisition - PO & POLine  ·  Admin →
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  11. Hyperlink the ordered resource item within a POL

    Currently, the functionality exists where a link exists on records in Alma that will take users out to the associated POL where it exists. It would be useful to have the reverse functionality as well, where the ordered resource item within a POL links out to the associated record in Alma, to facilitate more easy access to purchased inventory.

    3 votes
    0 comments  ·  Acquisition - PO & POLine  ·  Admin →
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  12. Change PO Line Owner instead of having to delete & start again

    Hello

    A colleague has requested that we ask for this enhancement:

    Would it be possible to have the ability to change the PO Line Owner (ie, if someone selected St Teresa’s but should have selected Craven) instead of having to delete the whole POL and start again?

    Our current process requires users to delete the POL if they've chosen the wrong POL owner or PO Line Type, and it would be great if they could just edit it and not have to start all over again.

    18 votes
    2 comments  ·  Acquisition - PO & POLine  ·  Admin →
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  13. Index POL Renewal Notes for Search

    Please consider indexing the "Renewal Note" field on POLs for searching/advanced search. Having that data in Analytics is great, but it'd be very helpful to find it when searching Alma as well.

    14 votes
    0 comments  ·  Acquisition - PO & POLine  ·  Admin →
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  14. Link to interested user's record from PO Line

    As a Purchasing Operator, I want to access a user's record from the PO Line 'Interested Users' tab, so that I can see user details quickly without interrupting my navigation.

    Currently, you have to copy and paste information from the table into an Alma search and manually find the user. This interrupts Alma's navigation flow as it starts a new search, and there is no easy way to go back to the PO line or your previous search without repeating yourself each time.

    If the user's name in the PO LIne 'Interested Users' tab was a hyperlink to the user's…

    3 votes
    0 comments  ·  Acquisition - PO & POLine  ·  Admin →
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  15. Improving ‘PO Line Summary’

    When creating a "PO Line", it would be interesting to add other options in "Acquisition Method" and "Material Type" in the PO Line Summary

    1 vote
    1 comment  ·  Acquisition - PO & POLine  ·  Admin →
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  16. Linking several Electronic Collections to one PO line from within the order

    In Alma it's possible to link several Electronic Collections to one PO line. This is very helpful for us. To do so you can just write the PO line number in the field PO Line in the Acquisitions and License Information in the Electronic Collection Editor. But there is no way to do it vice verse, to link the order to multiple electronic collections from within the order. This would be very important for us, especially for those cases where the Electronic Collection is not in our IZ but in the NZ, so that we are not able to edit…

    89 votes
    0 comments  ·  Acquisition - PO & POLine  ·  Admin →
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  17. Trial Feedback in POLine

    Currently Trials are created from the POLine but once a trial is evaluated and closed only a single note appears in the POLine saying "Decision to purchase at this time" if approved.

    It would be helpful if a trial information could be added to the POLine either as a Tab that includes the Summary and Analysis of the trial or as a Link on the Side Bar the same as the PO

    1 vote
    0 comments  ·  Acquisition - PO & POLine  ·  Admin →
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  18. Set continuing orders not to claim

    There are some continuing orders for which we do not "receive" every item, such as newspapers that will be discarded after several weeks. It would be great if PO lines had an option to indicate that they should not be claimed. They end up cluttering up the Claims list and making the list harder to work with, when we are never going to claim or receive those issues. We also can't set up automatic claiming because we don't want emails sent for these titles.

    42 votes
    0 comments  ·  Acquisition - PO & POLine  ·  Admin →
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  19. 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!

    13 votes
    0 comments  ·  Acquisition - PO & POLine  ·  Admin →
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  20. PO Line: <series_statement> and <series_uniform_title> - missing 490/830 subfield v in the XML

    Marc21 field 490, "series-statement", and Marc21 field 830, "series-uniform-title", are available on the Order List Letter (letter code: OrderListLetter).

    However, the content is not complete :-(
    Only 490|a goes to <series_statement>, 490|v - the Volume is missing.
    Also 830 only provides |w as <series_uniform_title>, |v is missing.

    Please see example:
    035 __ |a AC04654069
    245 00 |a Keiner wird gewinnen |b populäre Musik im Wettbewerb |c Dietrich Helms ... (Hg.)
    490 1_ |a Beiträge zur Popularmusikforschung |v 33
    830 _0 |w (AT-OBV)AC00913498 |v 33 |9 O:1

    <series_statement>Beiträge zur Popularmusikforschung</series_statement>
    <series_uniform_title>(AT-OBV)AC00913498</series_uniform_title>

    Please add 490 subfield v to the XML field <series_statement>,…

    162 votes
    0 comments  ·  Acquisition - PO & POLine  ·  Admin →
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