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Wayne Morris

← Have an idea for Ex Libris?

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5 results found

  1. Add Fiscal Period Month, Full Month and Month Key to E-inventory Cost Usage

    1 vote
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    0 comments  ·  Alma » Analytics  ·  Admin →
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    Wayne Morris shared this idea  · 

  2. Power BI access to Alma & Primo Analytics

    21 votes
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    1 comment  ·  Alma » Analytics  ·  Admin →
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    Wayne Morris shared this idea  · 

  3. Stop the practice of showing funds for 'in review' invoices as expenditure.

    213 votes
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    13 comments  ·  Alma » Acquisition - Invoices  ·  Admin →
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    AdminTamar Fuches (Alma product manager, Ex Libris) responded

    Dear colleagues,

    Thanks you for suggesting this idea.

    After reading it carefully, my understanding is that the need is for a new “entity” which will serve as a “bridge” between encumbrance and expenditure. This bridge will be named “Pending invoices”.

    Any POL which is invoiced will be disencumbered and the amount will be added to the “pending invoices balance”. When an invoice is approved, the amount should be reduced from the “pending invoices balance” and added as an expenditure.


    1. Is this understanding correct?
    2. Do you think that the definition of using this "bridge" should be in institution level, or might be different from invoice to invoice?


    Please note that this is a complicated addition. We will need to define the behavior in rollover, and in any place that changes balances etc.


    Thanks for your collaboration,

    Tamar Fuches

    Alma product team

    Wayne Morris supported this idea  · 

  4. Release Remaining Encumbrance and Accrual Accounting do not work together

    22 votes
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    0 comments  ·  Alma » Acquisition - Invoices  ·  Admin →
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    Wayne Morris shared this idea  · 

  5. E-Collections: Read-only access to Alma for other institutions

    76 votes
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    1 comment  ·  Alma » Resource Management - Electronic  ·  Admin →
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    Wayne Morris supported this idea  · 

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