Alma
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11 results found
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Better correspondence between number of items ordered and Quantity for pricing.
As a Purchasing operator, I would like a better correspondence between the number of items ordered and the "Quantity for pricing" in the PO line summary.
When we are ordering more than one item of a physical title, we have to add the extra items in the Quick add field, and then have to update the Quantity for pricing field manually. We see that Purchasing operators tend to forget to update both fields. The result is that the number of items that we intended to order, not always corresponds with the number of items that is supplied by our vendors.…
245 votesCompleted as part of Alma February release Enhancements to the PO Line Pricing Section
For more information please see Release Notes
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Export Note to vendor into Excel
We noticed, that when exporting a number of POLs to Excel (for example from the claims list, but also from regular search results list), the "Note to vendor" is not exported.
This field would be very helpful for manual claiming.
Is there any way, you could add this field to the export-function?156 votesAn option to present the "Note to vendor" is added to the file exported to Excel when exporting a list of PO lines (Export all fields).
For more information please see Alma May Release Notes
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Automatic Hold Item check for its interested user
Please make it possible that when a PO line has an interested user, its Hold Item gets checked automatically by using any of the following methods:
1) the library's configuration change
2) Import Profile setting
3) Update PO line jobThis function is necessary for Patron-Driven Acquisitions which takes up most of our purchases. Now we manually open each PO line and tick the box one by one, which is one of the biggest hassles when there are hundreds of PO lines to review.
144 votesAlma July release enhancement in the PO Line’s “Interested Users” management area allows institutions to control whether to disable/enable the interested users options for PO Lines created via Purchase Request and EOD process.
For more information please see Alma July release notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes -
Automatic orders claiming
At the moment Alma only sends one claim request to the vendor. If the ordered item is still not received, staff need to follow up and re-claim manually; usually a number of times.
We would like to see claim cycle functionality in Alma so that we can configure follow-up claims based on a set interval per vendor, as well as a maximum number of claims to be sent before the order is automatically cancelled and the vendor automatically notified. It would also be useful to be able to see the history of claims for an order, and be able to…
130 votesDear community,
As described in a comment below, In December 2019 Alma introduced the Reclaim functionality which is set to address the need described in this idea. See https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/050Purchasing/Receiving_Material/Processing_Claims for more details.
The concept of limiting the number of reclaims sent before canceling the order was not added as part of this enhancement, it is recommended to open a new dedicated idea exchange to validate the need and see that the community supports this.
Thanks,
Tamar Fuches
Alma product team
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Order lines - Simple / Advanced search: missing "PO line owner"
Our colleagues are desperately missing the field "PO line owner" when searching for PO lines.
In Simple search the field "PO line owner" is provided at least as an filter option in the results list.
But the results list of the Advanced search does not provide filter options. :-(74 votesAn additional search field “Owning Library” was added to Alma advanced search when searching by PO Line.
For more information please see Alma December Release notes -
Add ability to save checkbox "Update Net Price according to item quantity" to PO line templates
The February 2022 Alma release brought an improvement in correspondence between the number of items ordered and quantity for pricing (https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2022/Alma_2022_Release_Notes > Enhancements to the PO Line Pricing Section).
We are happy, that the enabled checkbox updates the quantity for pricing amount automatically and that the checkbox is enabled by default and can be disabled in the configuration menu.
However, we would very much appreciate the ability to save the checkbox-setting in the PO line templates. This way, if the checkbox is enabled for the whole IZ, it can still be used disabled by individual libraries by saving it…
44 votes -
Copy POL data to new POL with different order line type
We still experience issues when a POL is created with the 'wrong' POL type / inventory type (e.g., a print POL is created but e-inventory needs to be attached) - these 'incorrect' POLs must be deleted and recreated manually. There are other ideas out there to make POL types and architecture more flexible, such as this one:
and Ex Libris has done some work on this, e.g.:
In the comments of that request, Ex Libris indicates that allowing the kind of flexibility to 'change' a POL order line type - or attach different types of inventory to it…
20 votesDear colleagues,
I would like to drew your attention to a new Alma Cloud App “Switch PO-Line type” which address the need presented here, please read the following documentation:https://developers.exlibrisgroup.com/appcenter/switch-po-line-type/
Noam Fass | Alma product management team
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Add 'Renewal Note' to Analytics
We use the 'renewal note' field on the POLs of our journal renewals. We then use Analytics to create lists of titles to be worked on and annotated as we make decisions on renewals. However, it's not possible to add the 'renewal note' to a report from Analytics, and hence we can't get all the relevant information easily into a single report. Please can this field be made available?
18 votesCompleted as part of the Alma February release:
The Renewal Note field was added to the PO Line dimension for every subject area in which it appears. It displays the note of the PO line renewal for continuous orders.
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PO line type - able to change from Electronic one time to Physical one time.
So we are a separate special collections library within a larger university. Our records are separate from the university libraries. We have no electronic records. In the migration over a thousand of our order records got caught up in P2E and got changed from Physical one time to Electronic one time. I was informed that in order to fix this back, I would have to cancel re-imput the records which would result in invoices being sent out again.You can create a set and run a job to change physical one time records to electronic one time records but not the…
4 votesIt is now allowed to change the PO Line type.
For more information, please see the documentation in the Developers Network https://developers.exlibrisgroup.com/appcenter/switch-po-line-type/.
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Exclude cancelled or closed POLs from the search results
When you are searching for POLs, you are able to select one facet pertaining to the POL status to narrow down your results. What would be more helpful is if we could EXCLUDE search results based on a selected facet. For example, selecting a facet to remove all "Cancelled" POLs.
3 votes -
Make MMS ID into a clickable link in brief PO line display
It would be great if the MMS ID in the brief PO line display is clickable so that we can click on it and navigate directly from the PO line to the bibliographic (bib) record.
Currently, the MMS ID is viewable in the brief PO line display but is not clickable. In contrast, the number in the Orders field within the brief bib and inventory display is clickable and we can thereby navigate directly from the brief display to the PO line(s).
In the attached document, please find an example.
1 vote
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