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Tom Francis

← Have an idea for Ex Libris?

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7 results found

  1. 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

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    Tom Francis commented  · 

    Thanks for the update Tamar. Personally I don't think there's any need for a new "entity" to be created; all we need is for a transaction to remain an encumbrance until the point an invoice is approved. I don't think there is a need to create an extra category between encumbrance and expenditure.

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    Tom Francis commented  · 

    Almost time for my annual "has there been any progress with this?" comment...

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    Tom Francis commented  · 

    Has there been any progress with this lately? I recall there was a NERS option last year that would have addressed this, but in a way that created a different problem, and I don't think it got enough votes in the end.

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    Tom Francis commented  · 

    I heartily endorse this idea, and have just trimmed my voting elsewhere to free up three votes I can give to this.

    Tom Francis supported this idea  · 

  2. Add "Streaming" Purchase Order Line (POL) Types

    81 votes
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    0 comments  ·  Alma » Acquisition - PO & POLine  ·  Admin →
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    Tom Francis supported this idea  · 

  3. Enhance Report to ExLibris ticket fields within Alma

    19 votes
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    0 comments  ·  Alma » Other  ·  Admin →
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  4. Improve 'Synchronize from CZ' job reports

    29 votes
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    0 comments  ·  Alma » Resource Management - Electronic  ·  Admin →
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    Tom Francis supported 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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    Tom Francis supported this idea  · 

  6. Change Financial Year dates after they have been set

    17 votes
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    0 comments  ·  Alma » Acquisitions - General  ·  Admin →
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    Tom Francis supported this idea  · 

  7. Include rolling dates in local date information field

    70 votes
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    3 comments  ·  Alma » Resource Management - Electronic  ·  Admin →
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    Tom Francis supported this idea  · 

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