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4 results found

  1. 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.

    17 votes
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    2 comments  ·  Acquisition - PO & POLine  ·  Admin →

  2. Ability to find bib records with attached PO lines but no inventory

    Problem:
    It is not possible to easily find IZ bibliographic records that have associated PO lines but no inventory. The All Titles Advanced Search has an option to search for “Has inventory | equals | no”, but those results include bibliographic records that have related holdings records (bound withs), as well as bibliographic records that have holdings records but no item records. We want the ability to easily find bibliographic records that have only a PO line associated with them.

    Use Case:
    The ability to find bibs with only PO lines attached is necessary in order to keep the database…

    189 votes
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    0 comments  ·  Acquisition - PO & POLine  ·  Admin →
    Already Supported  ·  AdminTamar Fuches (Alma product manager, Ex Libris) responded

    Dear community,

    The described use case involves "maintaining database integrity." This is not something done daily but rather periodically to ensure data accuracy. 

    For this purpose, utilizing analytics reports is the recommended approach.

    Following is an example for an analytics report that identifies bib records with PO lines but without inventory:

    • Report #1: Identifying bib records with PO lines. See attachment.
    • Report #2: Use the output of report #1 for checking if this bib records do not have inventory. See attachment.

    The outcome from report #2 can be used as a basis for set creation.

    I hope this suggestion meets your needs. 

    Thanks,

    Tamar Fuches

    Alma product team

  3. Ability to raise a POL at 0.00 (zero) value

    POL's are created for gifts, donations or items purchased via an eBook scheme to allow for analytics.
    These POL's have to have a minimum value of 0.01, as a POL cannot be created at 0.00 (zero) value.
    This creates an encumbrance against a fund, which is false and has an impact on the available balance

    46 votes
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    3 comments  ·  Acquisition - PO & POLine  ·  Admin →
    Already Supported  ·  AdminZohar Shemesh (zohar.shemesh@exlibrisgroup.com, Ex Libris) responded

    Dear Community,

    This idea is supported in Alma; for PO lines with Acquisitions method that requires a net price as a mandatory field, the "No Charge" field appears in "Pricing and Funding" section. When checked (set to true), the PO line will progress in the workflow, even when the price is 0.

    Please find more information here:

    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/050Purchasing/040Creating_PO_Lines_-_New_Layout/020Manually_Creating_a_PO_Line_-_New_Layout#Pricing_and_Funding_Section

    All the best,

    Zohar Shemesh

    Alma Product Team

  4. More order type options for Additional Orders

    We would like more order types to choose from when creating additional orders on a portfolio using the “Additional Order” button. Particularly, Electronic Book - One Time and Electronic Title - One Time.

    Currently there are only a limited number of order types available when creating an order via this method. This creates inefficiencies, because using the Additional Order button is the easiest, quickest and neatest way to create an additional order on a portfolio.

    An example of where this change would be helpful is when purchasing additional copies of a limited-user ebook. Because we don’t have the option of…

    356 votes
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    17 comments  ·  Acquisition - PO & POLine  ·  Admin →
    Already Supported  ·  AdminNoam Fass (Product Manager, Ex Libris) responded

    To address the need of "Electronic Book - One Time order via the Additional Order function", Alma supports the "Additional Order" purchase type (when creating additional order for PO line type "Electronic" the "License upgrade" option will appear), this will support the flow of purchasing additional copies of a limited-user ebook.

    For more information see:

    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes#New_Purchase_Type_License_Upgrade_Available_for_Purchase_Order_Lines-76077


    Noam Fass | Alma product team 

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