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1 result found

  1. 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.

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    10 comments  ·  Acquisition - PO & POLine  ·  Admin →
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    Under Review  ·  AdminZohar Shemesh (zohar.shemesh@exlibrisgroup.com, Ex Libris) responded

    Dear all,

    Thank you for sharing this idea.

    I have read it carefully, and would like to make sure that I understand it:

    Current situation:

    There are several processes in PO line workflow which add automatic internal notes, for example:

    - Renewal ("PO Line has been renewed automatically on…")

    - Moving PO line out of PO (""Line was removed from Order ...")

    - other.

    Desired outcome:

    Have a configurable option to disable these notes from being created. Each of these processes is/will be saved in the PO line history.

    Please let me know if this understanding is correct.

    Thanks,

    Zohar Shemesh

    Alma product team

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