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30 results found

  1. Add to the Purchase request's "Approve and Order" action an option to select a PO line template.

    This idea was submitted on behalf of Alma's Product management team as we would like to understand the need and use cases of the idea's description below - any comment is welcome.

    Currently it is possible to save PO line as a template and utilize this template any time a new order is created (using the designated "Load from template") option (see attached image 1).

    The suggested idea is to allow users the option to choose a relevant PO line template when approving a purchase request (see attached image 2), this will allow the PO line created from the purchase…

    115 votes
    7 comments  ·  Acquisition - Purchase Requests  ·  Admin →
    How important is this to you?

  2. Purchase Request additional citations types

    We are trying to utilize the purchase request form in Primo to have users request streaming video through Alma. Streaming videos are very popular nowadays but unfortunately there is not an option for this material type and citation in the purchase request form. 

    Can you add more citation options? Besides books or journals there is not an option that matches the streaming video material type. It would be really helpful to have a streaming citation or video since this resource is very popular among our users. 

    The request processing has become very drudgery and entering this information over and over again isn't…

    24 votes
    2 comments  ·  Acquisition - Purchase Requests  ·  Admin →
    How important is this to you?

  3. Add option "PO Line Type" in "Request attributes"

    We think the possibility to choose "Order Line Type" under "Request Attributes" would be helpful when editing a purchase request

    18 votes
    2 comments  ·  Acquisition - Purchase Requests  ·  Admin →
    How important is this to you?

  4. Add Additional Fields to the Create Purchase Request Form

    We have access services library staff who create purchase requests for items to place on reserve as well as requests from students and faculty. It would be very helpful to Acquisitions staff to have a few additional fields/enhancements on the Create Purchase Request form:

    1. Add a Receiving Note to the form - we add reserve information to the receiving note so that the staff member receiving the item sees that the item is for reserves. Checking the notes tab is an extra step and the note could easily be missed.

    2. Requester field. The requester automatically becomes an interested user, but…

    33 votes
    5 comments  ·  Acquisition - Purchase Requests  ·  Admin →
    How important is this to you?

  5. Displaying the "Requester Notes" from Purchase Requests in the list of Purchase Requests

    In the Purchase Request List you can't see the "Requester Note" for a Purchase Request. In many cases there are very helpful information for managing the Requests. So it would be great if you can see the information immediately.
    If the Note is very long, a mouse over with the text could be a solution.

    21 votes
    2 comments  ·  Acquisition - Purchase Requests  ·  Admin →
    How important is this to you?

  6. Purchase Requests options

    We would really like to be able to utilize Alma/Primo VE to its fullest potential, but one of the things lacking in the Purchase Request options is that there is no way to modify the fields or even add additional fields. We are needing at least two additional fields for us to be able to use the built-in functionality - a note field for special instructions (usually entered by faculty) and a level of priority (i.e., Rush or no rush - in the event this request is for a course reserve, it needs to be a priority, but there is…

    57 votes
    6 comments  ·  Acquisition - Purchase Requests  ·  Admin →
    How important is this to you?

  7. “In Review” requests sorted by creation date

    In the Acquisitions> Purchase Request> Manage Purchase Request> “In Review” requests, these are displayed in reverse order of the creation date.

    It would be more useful if the default order was by creation date, that is, the oldest requests were shown in the top, so that they are managed in the first place. In this way, it would save time in their management.
    Another possibility would be that the librarian could select the type of ordering of the requests.

    22 votes
    1 comment  ·  Acquisition - Purchase Requests  ·  Admin →
    How important is this to you?

  8. A purchase request with the status "Approved" can be rejected (NOT deleted) and that this information is updated in My Library

    Our proposal is that a purchase request with the status "Approved" can be rejected (NOT deleted) and that this information is updated in My Library (we want the user can see that their purchase request was rejected). The problem when you try to do this is that Alma warns that requests with status "Approved" can not be rejected.

    Ideally, when the POL associated with the purchase request is canceled, Alma should automatically reject this request and it would be displayed in Primo-My Library. (for example, the provider says the book is out of stock)

    23 votes
    0 comments  ·  Acquisition - Purchase Requests  ·  Admin →
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  9. Ability to Modify Purchase Request Role

    Our Library would like to be able to allow the purchase request form be limited by role, so that only some subset of our staff may begin the purchase request process.

    26 votes
    0 comments  ·  Acquisition - Purchase Requests  ·  Admin →
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  10. Making purchase order letters more configurable to add imprint information (place of publication, publisher, and publication year) to the le

    Making purchase order letters more configurable to add imprint information (place of publication, publisher, and publication year) to the letter to vendor. As it is now only the ISBN (if it is available) and title are listed, sometimes the author. Many vendors reply asking for further information to identify what it is we are ordering.

    48 votes
    3 comments  ·  Acquisition - Purchase Requests  ·  Admin →
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