14 results found
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Introduce a "CANCEL" Button in the "ITEM ALREADY PAID FOR" Warning Popup
In Sierra's invoicing function, when selecting an order record already paid, a pop-up box appears with a warning message stating, "ITEM ALREADY PAID FOR." Currently, the only option available is to click "OK," which immediately proceeds to the next step of entering the item's price on that paid order record. However, adding a button labeled "CANCEL" in the warning pop-up box would be beneficial to prevent staff from inadvertently continuing to pay for the item on the wrong record. Clicking "CANCEL" should close the warning pop-up without proceeding further, returning the user to the search results list. The "CANCEL" option…
14 votesThis idea will be reviewed by the product management team for possible inclusion in a future release.
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Spending Limit Pop-Up
I know its shocking when the subject of pop-ups in Sierra comes up that anyone would want "MORE!," but our Acquisitions staff would like to see a warning of fund spending over limit at invoicing in addition to ordering.
Their rationale is that shipping & Mylar costs usually cannot be pre-determined. Once posting happens, the fund goes negative. Since there is no going back, like when you're about to go down the chute at the end of Splash Mountain, there should be a warning.
6 votes -
Make Vendor Payment Info More Readily Accessible
The vendor payment address should be accessible at invoice payment function. Currently, the invoicing function needs to be closed & address information accessed at order record, vendor, etc.
6 votes -
Increase Invoice Cap
The current cap of 99 invoices downloadable per day can impede & dictate staff workflows.
Because of this, our Acquisitions staff must also set limits with vendors like Baker & Taylor, as we can receive more than 99 in a day. It would be optimal if they could download at will up to invoice limit.
Not all shipments are dealt with sequentially, which further complicates matters.
6 votes -
Attach new volume from Serials Checkin function
We'd like the ability to be able to attach a volume record from the Serial Checkin module. This would save time and make the serials module more useful.
3 votesThis idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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Add fund code used to purchase item to item record
I was asked recently to create a list of items added to the database based on a fund code. I don't believe that I can do that in Create Lists. This is because order records and item records have no common field to link them.
I also cannot use Create Lists to pivot item records to their attached order records or vice versa.
We need to be able to do this because 1 bibliographic records may have items attached that were purchased from different funds. Example. 1 Fiction title may have items purchased from an ARP (automatice release program), and…
15 votesThis idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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Simplify FTP login for vendor status reports
Description
Sierra will enter the FTP login information automatically when downloading vendor status reports when that information is saved in the system.Value
Makes it easier to retrieve files quickly and easily.16 votesThis was a previous Idea Lab challenge winner that was not migrated to Idea Exchange. I'm adding it now to support voting for the new enhancement process.
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Sierra 6.2 - Batch cancel order records
Description:
Provide the ability to batch cancel order records by an authorized staff member.Value:
Makes it easy to cancel a group of orders and update encumbrances.Idea Lab: Winner of the Show Me the Money Challenge
4 votesThis enhancement is in development for Sierra 6.2
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Modify Estimated Price Via Rapid Upate
Our Acquisitions staff does not use List Price when ordering, & is hoping that Estimated Price could be modifiable via Rapid Update. At the moment, this would help them modify 200+ order records, which they now have to do manually.
2 votes -
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.
12 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…
11 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…
21 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…
40 votesFUTURE POSSIBILITIES (IDEA LAB) · 1 comment · Acquisitions, Serials & Item/Issue/Inventory Management · Admin →
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