5 results found
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Bulk change POLI segments
To be able to select multiply purchase order line segments and make a bulk change to a particular field, (eg. coll. code, fund code) Sometimes an error occurs in the import process and each line has to be populated manually. It would be amazing to be able to select an entire column and make the change.
29 votesFUTURE POSSIBILITIES (IDEA LAB) · 2 comments · Acquisitions, Serials & Item/Issue/Inventory Management · Admin → -
Preferred ISBN/UPC on PO Creation
When constructing an order, the latest ISBN from the bib record is used. It would be helpful if instead, the vendor could put the preferred ISBN/UPC into the 970 and when the PO was built, that PO number could be pulled from the 970 for the library rather than displaying a red exclamation and requiring the staff to manually check the PO to make sure Polaris selected the proper ISBN/UPC from the order record.
35 votesFUTURE POSSIBILITIES (IDEA LAB) · 8 comments · Acquisitions, Serials & Item/Issue/Inventory Management · Admin → -
Add "Days Past First Available" to Item Bulk Change Options
The item hold setting option, "Days Past First Available," was added in Polaris 6.4. This hold setting is not currently included in item bulk change options and should be added in.
Idea Value
Libraries who want to begin using this feature cannot currently bulk change existing items to use this setting (or, if already using, change the existing value). All other item hold setting options can be bulk changed. For parity, the "days past first available" should be added as a bulk change option as well.26 votesFUTURE POSSIBILITIES (IDEA LAB) · 2 comments · Acquisitions, Serials & Item/Issue/Inventory Management · Admin → -
Auto-Split Record Sets Based on Recommended sizes for bulk changes
Once you create a record set, it's very annoying to try and break it into smaller record sets (ESPECIALLY in Leap). Given that bulk changes are supposed to be limited to 10k items or less (according to my site manager), it would be really helpful if there was a way to break up a record set into smaller ones. Ideally I could pick to split the record set in half or in multiple sets of maximum X records.
Idea Value
Libraries needing to manage their collection can bring their system to a halt if they make too big a change…26 votesFUTURE POSSIBILITIES (IDEA LAB) · 1 comment · Acquisitions, Serials & Item/Issue/Inventory Management · Admin → -
Un-cancel a purchase order line item
The ability to un-cancel a cancelled Purchase Order Line Item. Sometimes an order cancelled by a vendor will arrive anyways, or one edition is cancelled then later substituted for another. In these cases, it would be preferable to un-cancel the original POLI than to create a new one, or start from scratch at the invoice stage. Un-cancelling the POLI would also allow us to maintain the connection between the POLI and the Invoice Line Item.
Idea Value
This would save time and confusion for acquisitions staff, and allow us to maintain the connections between PO, Invoice and Item.40 votesFUTURE POSSIBILITIES (IDEA LAB) · 5 comments · Acquisitions, Serials & Item/Issue/Inventory Management · Admin →
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