Alma
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57 results found
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Reset PO and POL number every year
Dear colleagues,
Currently, the POs and POLs numbers are generated automatically and the turn of the calendar year has no effect on it.We would find very convenient that, at the start of each year, the sequence starts again.
The first PO of 2023 of would be PO-2023-1, same with the POLs POL-2023-1.
The numbers would gain in clarity.Thank your for considering this.
Kind regards,
Maxime336 votesDear community,
This story has 2 parts:
- Having the calendar year as a prefix without the need to explicitly define it in the beginning of each year
- Having the sequence to be restarted when a new calendar year begins
After checking the technical implications, we identify that this change is risky and might cause duplications and data mismatch.
Decision is that we will not implement this due to technical risks.
Best regards,
Tamar Fuches
Alma product manager
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Allow Linking PO Lines to Electronic Inventory Regardless of Order Record Type
We keep running into road blocks with not being able to hotlink POLines into the POLine fields of either Electronic Collection Records or Portfolio records.
Is there a way that Alma can allow us to add POLines to Electronic inventory no matter what the order type is? This would save us so much time and allow us to use existing order lines for renewals. Right now we are doing a work around to connect order lines with electronic inventory by entering order information in the Portfolio Internal Description field.
280 votesDear community,
We reviewed this idea and analyzed it deeply.
The current Alma data model relays on the PO line type as indication of the related inventory. Changing this is very complicated and risky, therefore for now we will not implement this.
Thanks,
Tamar Fuches
Alma product team
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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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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Make POL in associated PO Line tab clickable
In the "Associated PO Lines" tab of a POL record, make the associated POL a link that could be clicked to bring the user to that POL.
9 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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Add multiple vendors to order to distinguish between licensing agent vendor and invoice vendor
We often place orders with a licensing agent but then the invoice is received directly by the publisher or even a subscription agent. However we can only record the invoice vendor on the POL record. It would be really useful to be able to record multiple vendors on an order by type, e.g invoice vendor; licensing agent vendor.
9 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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Communications in cancelled POL
Alma offers the possibility of sending communications to the vendors at the POL level. While the POL is active, you can see both the communications made and their content in the POL Communications tab. However, when the POL is canceled, the content of the communications cannot be displayed in Alma.
Knowing the content of the communications, especially in POLs that are canceled, is necessary to know the reasons for the cancellation.
We propose that the content of the communications be seen in Alma not only when the POL is active, but that it be viewed independently of the POL Status.8 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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Send a notification when a POL marked as manual renewal is added to the task list
When a PO line is marked as manual renewal and it subsequently appears in the renewals task list a notification should be sent to those with the appropriate role in Alma to advise.
8 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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Make Vendor Reference Number Field Indexable
Our staff often use the vendor reference number in order to search and find orders for review or to receive them, particularly when the title listed does not match the title in hand (usually due to vendor error in sending the wrong material). Being able to search for the vendor reference number (e.g. the 112-1111 etc. reference # from Amazon, or a vendor order confirmation #), would facilitate ACQ in finding materials and orders. Additionally, we understand we can "add" it to the Receiving Note or elsewhere, but we think we should be able to add the data to one…
7 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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vendor
PO Line - Communications
It is not possible to add all order communications with the vendor into one tab "Communications". All communcations that's starts from the vendor can not register here, only the communications that's starts from the library.
It is not possible to select a communication type that's not sending a email to a vendor in the communication tab.
It is very important for us that the chronology of communications is saved in one tab and not in many tabs.7 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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Adding an interested user for paid invoice (or pol)
For the orders to be reimbursed by other department, we cannot initiate the reimbursement request until the order is paid. Often, the invoice team would have to notify the management's assistant. The mechanism of "interested user" is already in place. I wonder interested user "after invoice is paid" can be set up.
7 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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Manual orders for physical items: selecting more than 20 POLs for a manual PO
- first scenario: a. you enter a number of POLs bigger than 20 (same library and same supplier), b. then you want to make a single manual PO of them; c. from the “acquisition” menu, you choose “package” (in order to make a PO), d. the whole POLs list is visualized, and that list occupies more than one page (one page contains up to 20 POLs): you have no way to select all of them (not even with “select all”): any selection is valid only for the active page, and gets lost when you change page; you have to…
6 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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