5 results found
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Allow Global Update of Fund Codes
Allow for Global Update of fund codes. I work in an academic library and will often get purchase lists from our liaison librarians for a specific department. The records are brought in and the attached order records are edited in GU with the correct vendor, and selector, etc. It would be a time-saver if I could also update the fund code (which are tied to academic departments) at the same time.
7 votes -
Adding the invoice printing to the Print template library.
By adding the invoice printing we can print out the invoices in excel form including the data we need for the finance department process.
7 votes -
provide indication when there are new/cancelled orders to be posted
Staff are often confused by the need to post in order for new/cancelled orders to be reflected in their funds, particularly as the system does not provide an indication that those changes need to be committed. These are included when you select post all within the pay an invoice function (which staff won't look at if they aren't actively paying an invoice) but they do not appear listed within any of the 10 payment sessions or under funds adjustments.
Adding an entry for perhaps some more prominent indicator that funds may not reflect current totals will help greatly to remind…
10 votes -
Option to Copy Invoice Price to Item
Our libraries would like a second option regarding the price copied from the order record to the item record. Currently, the option to Default "Copy EPRICE to item" is available, but if the library wants to use the actual price from the invoice, they have to input the price manually. If there were the second option in the login settings: to "Copy Invoice Price to item," this would allow staff to use the actual price and the convenience of this shortcut to reduce the amount of time it takes to create item records. We envision this as an option in…
19 votesFUTURE POSSIBILITIES (IDEA LAB) · 1 comment · Acquisitions, Serials & Item/Issue/Inventory Management · Admin → -
Add a method to remove a record from a list while viewing the record
Add a button or method to remove a record from a list while viewing the record.
Idea Value
When working through a list, and viewing or updating records, it would be nice to be able to remove the record from the list and move on to the next record without having to back out to the list.This would reduce a simple action from 3+ mouse clicks (Close, Remove, Double Click to open next record) down to 1 click, thus saving time. This would also increase accuracy when removing individual items from a list - saving the potential of intending…
38 votesFUTURE POSSIBILITIES (IDEA LAB) · 1 comment · Acquisitions, Serials & Item/Issue/Inventory Management · Admin →
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