Alma
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106 results found
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Send email from the pol to the interested user?
Acquisitions
Sometimes we receive a response from a supplier that we want to communicate to the interested user: the high price, or the offer of another edition, etc.
We think it would be interesting to be able to communicate this information to the user without having to leave the POL. Also the information would reach the user with the POL information to which reference is made.9 votes -
Reduce the number of recurring order types.
The number of recurring order types is confusing and causes issues not only when ordering new serials but when processing them. Even Ex Libris staff often have trouble explaining the differences between standing order types and if we need to change an order type someone with the authorization has to run a job. The operational differences don't make sense. Reports can easily distinguish between different order types from the Material type and Reporting Codes fields.
This change would make recurring order management much simpler and more efficient.2 votes -
Allow edits to POL Bib Descriptions on Cancelled POLs
We want to be able to edit the POL Bib Description fields on cancelled POLs without having to reopen the POL. Reopening a cancelled order on a closed ledger causes complications, especially if the fund doesn't exist in the current ledger. It would be better for your users if we could just edit this tab without impacting the POL status. Thank you!
43 votes -
Desable default "Assigned to Me" in the new Review PO line list
In the new Review (PO line) list, the default Assignment is "Assigned to Me". It would be beter that the default Assignment is deactivate here.
In some libraries, the PO Lines are centralized and managed by specific person/service and not by the PO Line creator/assignment.
2 votes -
Export funds from a PO Line
Allow the funds codes, amounts, and percentages, on a specific order to be exportable.
We often need to communicate these amounts with selectors, and this ensures no errors. The old interface allowed copy/paste into a table, and this has been lost with the new interface4 votes -
Add interested user to order template
We would like to add the ability to save interested users to the ordering templates. This will save us a lot of time and clicks.
3 votes -
Streamline PO Line Renewals &
For PO lines for subscriptions that will be renewed, currently the funding, date, and cost information fields need to be manually changed for each term of the subscription. It would be helpful to be able to duplicate/indicate the new information for each year/term period and retain the old info for analytics/reporting, calculating increases, etc. If rollover functionality were to be added for the funds(s) and dates based on the term details, that would also be fantastic.
0 votes -
New PO Lines: Allow editing of PO Line description independent of MARC record
In the old PO Line interface, you could update the description from the MARC record but then you could edit it. For example, sometimes I want to have a title from the MARC record but then add ONE-TIME ONLY or something like that to the PO Line description. I can't do that anymore.
3 votes -
Ability to define a shipping address per PO line
We need the ability to define a different shipping address than the library billing address per PO line. The address should be included in the XML of all vendor-facing letters, be searchable, and be included in the Excel lists exported from the search results.
Use Cases:
- A central library manages subscriptions to journals and newspapers that are sent directly to end users by the vendor.
- Several libraries are integrated into a single Library in Alma but send orders independently to vendors, expecting delivery to their local addresses.87 votes -
Order list letters file format PDF
Attach the order list letter to the POL instead of the PO. Also, the letter should be attached as a PDF, not an HTML file.
1 vote -
Move unified PO Line Task popups
In the new unified PO Line Task List view, after an action is complete and an alert that it succeeded (green with a check) or failed (red with an X) pops up. This alert is anchored to the right side of the screen and multiple alerts align vertically. However, since the new view doesn't have the column on the right side of the screen, the popups' location on the right side of the screen means that any time something pops up, it blocks actionable buttons (such as edit button in a POL submenu, seen attached), requiring that we either wait…
27 votes -
Preview PO line attachments in Alma
It currently is not possible to preview a PO line attachment in Alma; you have to download it to see what the document contains. This can result in downloading multiple documents before you find the one that you need. We would like to be able to preview those attachments in Alma to avoid that extra step of downloading each attachment just to view it.
3 votes -
Add a link from the PO line to the "Receive" workbench
It would be helpful to have a link to the receiving workbench from a POL, to eliminate the extra step of receiving items that are ordered but already in hand. This applies especially to standing orders and gifts. We already have the items in hand at the time of order creation. With the current setup, we have to 1) create the POL, 2) write down the POL number or copy it before selecting Order Now, 3) switch to Receive to receive the item in order to close the POL. Merging step 3 into the POL creation process would save a…
23 votes -
Physical PO line creation - allow the interested user defined on the PO line to place a title level request when the PO line is created
This idea was submitted by Ex Libris to evaluate the need for the enhancement specified below:
Today, when a physical PO line has an interested uset, a hold request is not created on the bibliographic title until the book is scanned in at a circulation desk (Item is received).
Customer rely on being able to see all requests on a title from the moment it is purchased. This is because they want both users and staff to be able to see the whole physical request queue from the moment a book is purchased, currently it creates uncertainties about who is…0 votes -
Only display relevant PO Lines
In the PO-Line Task List, only PO lines should be displayed whose PO Line Owner corresponds to the active physical location (department) or aligns with the scope of the Purchasing Manager / Operator roles of the respective user. This is intended to enhance the clarity of the list and display only the necessary PO lines.
3 votes -
Display Renewal Notes in the new Unified PO Line List
Along with the other notes that now appear in the new Unified PO Line (Vender, Activation, and Receiving) that was recently released, it would be great if Renewal notes also appeared in the Badges and Icons section when they were listed. Our staff currently use it to denote when they need to not renew an order, so having it displayed from the main list would be helpful for them to quickly parse out what needs to be handled.
3 votes -
show exchange rate
Under the Summary tab, Pricing, have a Native Pricing line where the price is calculated with the current exchange rate. Also, in the Invoice Lines tab, allow for an option to show Native Pricing in the table settings.
1 vote -
Clone PO LInes to order again
We create different PO Lines for the same order. We need to put different funds, different reporting codes or order more items.
There is no way to clone the PO Line as a way to keep all information and just edit the fields that we have to update.
We need to clone and put the clone in review to edit the fields we need to change and send it to the vendor.
25 votes -
Index POL Renewal Notes for Search
Please consider indexing the "Renewal Note" field on POLs for searching/advanced search. Having that data in Analytics is great, but it'd be very helpful to find it when searching Alma as well.
12 votes -
Link to interested user's record from PO Line
As a Purchasing Operator, I want to access a user's record from the PO Line 'Interested Users' tab, so that I can see user details quickly without interrupting my navigation.
Currently, you have to copy and paste information from the table into an Alma search and manually find the user. This interrupts Alma's navigation flow as it starts a new search, and there is no easy way to go back to the PO line or your previous search without repeating yourself each time.
If the user's name in the PO LIne 'Interested Users' tab was a hyperlink to the user's…
3 votes
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