Add the Ad Hoc Bulk Change Button to POs and Invoices in Leap
Acquisitions staff frequently need to bulk change item records for a specific order. This is commonly done for orders that were placed manually instead of using EDI or if Polaris created item records using the wrong template. In the Client, it can efficiently be done as an ad hoc bulk change by opening the list of items that are linked to a PO or invoice. The ad hoc bulk change button should be added to the tab that contains the list of item records linked to the PO and Invoice in Leap in order to make this process more efficient. At this time, the individual item records would need to be added to a record set. This takes a lot more time in Leap than it does in the Client.
Rachel Fischer
shared this idea
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Rachael Oglesby
commented
The amount of time I would save if I could bulk change funds...
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Steve
commented
Useful tools. Save time. Important to have it.
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Josh Goodwin
commented
This would be an immense timesaver for acquisitions staff.
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Fran Penner
commented
In the toolbar version of Polaris, it is easy to make bulk changes to item records from the PO, which we occasionally need to do to change things like shelf locations, call number prefixes, and notes that can’t be added via the item record templates. In Leap, there’s no bulk change option on the items tab for a purchase order, and there is also no way to select the item records to add to a record set to be able to do a bulk change that way, meaning any edits to the item records needs to be done one by one. Being either able to do a bulk change directly from the items tab, or to be able to add all items to a record set would solve this issue.
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Wes Osborn
commented
You might also want to comment on this: https://portal.productboard.com/iii/6-innovative-product-status-board-new/c/932-additional-acquisitions-links-
If needed, you could also use this SQL in the item find tool:
SELECT
DISTINCT cir.ItemRecordID
FROM
Polaris.polaris.PurchaseOrders po WITH (NOLOCK)
JOIN
Polaris.polaris.POLines pol WITH (NOLOCK) ON po.PurchaseOrderID = pol.PurchaseOrderID
JOIN
Polaris.polaris.POLineItemSegments polis WITH (NOLOCK) ON pol.POLineItemID = polis.POLineItemID
JOIN
Polaris.polaris.LineItemSegmentToItemRecord lisir WITH (NOLOCK) ON polis.POLineItemSegmentID = lisir.POLineItemSegmentID
JOIN
Polaris.polaris.CircItemRecords cir WITH (NOLOCK) ON lisir.ItemRecordID = cir.ItemRecordID
WHERE
po.PONumber = 'YourPONumberHere' -
Brenda Gornick
commented
ABSOLUTELY NEEDED
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Trish Pelletier
commented
What a staff time saver! Would love to have the ability to bulk change collection and fund.
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Debra A MILLER
commented
Please add ah hoc availability for Acquisitions tracking in LEAP.
It is an essential part of the job of tracking of ordered items. -
Brenda Gornick
commented
SUPER extremely important key ability needed