5 results found

1. 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

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   1 comment  ·  Acquisitions, Serials & Item/Issue/Inventory Management  ·  Delete…  ·  Admin →
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   UNDER REVIEW  ·  Adminmdicus (Product Manager, Innovative) responded

   
   

2. 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

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   UNDER REVIEW  ·  1 comment  ·  Acquisitions, Serials & Item/Issue/Inventory Management  ·  Delete…  ·  Admin →
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3. 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 staff of the need to post these updates to their funds.

   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… more

   10 votes

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   1 comment  ·  Acquisitions, Serials & Item/Issue/Inventory Management  ·  Delete…  ·  Admin →
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   UNDER REVIEW  ·  Adminmdicus (Product Manager, Innovative) responded

   
   

4. 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 the login: Copy EPRICE to Item or Copy Invoice Price to Item (requiring the library to invoice before creating items). The paid note in the order record includes the AMT.

   Idea Value
   Provided the library invoices before creating item records; this option would allow libraries to use the paid amount in the item record. If billed, the patron is paying the library the actual item cost. It would also enhance the item creation workflow by automating the item price from the paid note in the order record. Making this an option default in the login allows libraries to choose either the eprice or invoice price and still utilize this setting to minimize workflow disruptions.

   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… more

   19 votes

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   FUTURE POSSIBILITIES (IDEA LAB)  ·  1 comment  ·  Acquisitions, Serials & Item/Issue/Inventory Management  ·  Delete…  ·  Admin →
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5. 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 to remove one record and accidentally clicking on another.

   Previously submitted - comments:

   "It's a small change with a lot of value. It would be so much easier to train new employees if they could stay in one window to remove an item from a list!"

   "This would definitely be a time-saver"

   "It does save a step and a bit of time, but the real savings is in accuracy ... it seems obvious to expect that function to be available while in the list."

   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… more

   38 votes

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   FUTURE POSSIBILITIES (IDEA LAB)  ·  1 comment  ·  Acquisitions, Serials & Item/Issue/Inventory Management  ·  Delete…  ·  Admin →
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