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4 results found

  1. Claims

    Would it be possible to add the option to assign in the list of order lines with claim? When there are several purchasing operators working on claims, it would be very useful if each one could assign certain claims.

    1 vote
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    Completed  ·  0 comments  ·  Acquisition - Receiving  ·  Admin →

  2. Allow user to ‘Withdraw’ and ‘Open Predicted Items’ from the ‘Received Items Screen’.

    Currently, ‘Withdraw’ and ‘Open Predicted Items’ functions cannot be performed from the ‘Received Items List’, during normal receiving operations.

    https://drive.google.com/file/d/1qdNSY1xkPr71R7XJzPp8QtQJEa_h-00i/view?usp=sharing

    Instead, a user must back out of the receiving windows, perform a title search, and access these features through the ‘List of Items’ window.

    https://drive.google.com/file/d/17yB9XwMI6MYAmnHq95mna6cOUMpXzlbq/view?usp=sharing

    This drastically decreases efficiency in performing routine tasks in Prediction, Receiving, and Weeding.

    What should be changed: As Serials Processors, we would like to see the ‘Withdraw’ and ‘Open Predicted Items’ functions added to the ‘Received Items List’ window, so that all serials management tasks can be done from one screen. This would eliminate the…

    524 votes
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    11 comments  ·  Acquisition - Receiving  ·  Admin →
    Completed  ·  AdminLiza Voloshin (Product Owner, Alma Resource Management, Ex Libris) responded

    Thanks everyone for supporting this great idea!

    The extra actions are now available from the Received Items screen.

    For additional information, reference the November 2025 Release Notes: https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2025/Alma_2025_Release_Notes?mon=202511BASE#:~:text=Open%20Predicted%20Items%C2%A0and%20Withdraw%20Actions%20in%20Received%20Items%20List

    Best, Alma Product.

  3. Maintain Receiving Status filter on Received Items List when managing/receiving items with predicted issues

    When receiving continuous orders that have prediction patterns the operator chooses Manage Items from the Receiving Workbench. The form that appears is the Received Items List. The filter for Receiving Status defaults to All. It would be helpful if that filter was sticky and/or customizable so that the filter could be set to Not Received.

    When the list displays all records issues that have been received show and the receiving operator must either change the filter or scroll down the list to find the issue that they need to receive. Sorting this list via ascending or descending will cause the…

    1 vote
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    0 comments  ·  Acquisition - Receiving  ·  Admin →
    Completed  ·  Dana Moshkovits responded

    As of Alma May Release, Alma’s receiving workbench (Manage items screen) incorporates sticky filters. These sticky filters (Sort Routine, Receiving Status and Location) enable users to easily re-access these workspaces when either a user leaves the screen and returns after a short while or logs in again to Alma.
    For More information please see Alma May Release Notes:
    https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2021/Alma_2021_Release_Notes?mon=202105BASE

  4. Please add more fields to the 'Receiving Items List'

    Acquisitions --> Receive --> Continuous (orders) --> Manage Items

    We would be happy to have additional fields in the 'Received Items List':
    - Internal note 1
    - Internal note 2
    - Internal note 3
    - Public note

    Our colleagues in the Serials Department use Item Notes to document vendor responses (of reminded issues) or for notes that only concern individual issues. Having these information already displayed in the list without additional clicks would make their daily work much easier.
    Since display in the "Manage Items" list is configurable, each customer can decide for herself/himself which fields she/he would like to…

    230 votes
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    5 comments  ·  Acquisition - Receiving  ·  Admin →
    Completed  ·  AdminLiza Voloshin (Product Owner, Alma Resource Management, Ex Libris) responded

    Hi all,

    Additional fields have been introduced to the Receiveing Items List in the Alma November 2025 Release.

    Read more in the Release Notes: https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2025/Alma_2025_Release_Notes?mon=202511BASE#:~:text=Display%20of%20Fields%20Added%20to%20Received%20Items%20List

    Best, Alma Product.

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