AdminNoam Fass
(Product Manager, Ex Libris)
My feedback
3 results found
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313 votes
An error occurred while saving the comment -
28 votes
An error occurred while saving the comment Dear community,
To address the workflow described in this idea, the "Receive" workbench offers Alma users to locate the PO line to be received by various search criteria (in addition to the PO line search), so instead of doing a title search, coping the PO line number and pasting it in the "Receive" workbench, users can do a 2 step flow to locate the desired PO line:
1. Open the "Receive" workbench
2.Search by Title/vendor/Invoice number (or many more search criteria - see attached screenshot) and find the PO line they would like to receiveIn case you are using the "Update inventory" import profile for your workflow, there is an option to receive the items as part of the import process, see more information here:
https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/040Resource_Management/060Record_Import/020Managing_Import_Profiles?mt-draft=true
(search for: "Receive Item?")The idea to add a link form the PO line to the "Receive" workbench does make sense, it is recommended to open a dedicated idea exchange in order to see if other members of the community share this need as well.
Noam Fass | Alma product management team
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16 votes
An error occurred while saving the comment Dear voters,
After reading the description in this Idea, I would like to make sure our understanding of the described need is correct.When going to Acquisitions -> (Import) Load usage data, the user gets to a screen with 2 tabs:
- 'Uploaded files' which has a 'SUSHI account' column
- Monthly usage data (tab) which is missing the 'SUSHI account' columnThe need here is add a 'SUSHI account' field to the Monthly usage data (tab), correct?
Thanks,
Noam.
Message from Alma product management team:
Dear community, thanks for surfacing this need.
With your permission I would like to better understand the existing flow:
- A portfolio exists in the system under Bibliographic record "A"
- A new purchase request is created
- The desire is to have the purchase request create a new Bibliographic record ("B") and have the existing portfolio move from Bibliographic record "A" to Bibliographic record "B"?
- Should the portfolio be duplicated and kept also under Bibliographic record "A"?
Can you clarify how the original portfolio was created? why is it under Bibliographic record "A"? Why wasn't is created under Bibliographic record "B"
This will help us better understand the need and prioritize this highly voted idea.
Thanks,
Noam Fass | Alma product management team