Alma
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5 results found
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Ability to edit "subscription from date", "subscription to date", and "additional information" fields on closed invoices
For some institutions, this data did not migrate, and for others, there are invoice operator errors that need to be fixed. This is vital to subscription management. We need this.
352 votes -
Ability to add notes to invoice lines from invoices that are paid and closed
We are aware that one can edit notes on an invoice that is already paid and closed. However, for subscriptions, journals and continuations we often have the need to add/edit notes on the invoice lines of invoices that are already closed and paid. Manually putting the invoice back in Review to edit / add notes to the invoice lines doesn't solve the problem as this makes the payment information disappear which we then have to re-enter.
We require the ability to add notes to invoice lines from invoices that were already paid and closed without having to re-open the invoice.
197 votesAs of May 2023 Acquisitions operators can edit invoice lines associated with closed invoices.
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Hyperlink invoice number in PO to actual invoice
Working with purchase orders and invoices requires frequent switching between a purchase order and invoices attached to it. Under the tab Invoice lines in a purchase order Invoice Numbers are listed to the left. On the right side there is a View button, which gives some basic information about the invoice.
In order to view payment date, cheque number, view attached invoice, view other purchase orders associated with this invoice, one must copy the invoice number, then go to Invoices in Open Search Menu, paste the invoice number and then access the invoice record that way.
To directly access invoice…186 votesAs of Alma February release when editing PO lines, and accessing the Invoice Lines tab, the invoice numbers on invoice lines are clickable and linkable to the invoice.
For more information please see https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes -
Invoice amount
We need a display for a total invoice amount and total invoice lines amount above the invoice tabs. Otherwise we must always click on the summary tab after the recording the invoice lines for control. See attachment please.
2 votes -
Replicate the "view vendor" link for invoices
Currently there is a link to view vendor next to the material supplier field when editing a POL. One can click on it, be taken to the vendor to confirm you have the correct one or be sure that necessary information is in the vendor record. Once you save or cancel, you are returned to the order being edited without loss of data. Please add the same "view vendor" link when creating, editing, or approving invoices. In particular, approvers need to ensure that the vendor payment address matches the address on the invoice and currently one has to either open…
1 vote
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