10 results found
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Expand invoice record fields that can be exported from Create Lists
Create Lists allows staff to create review files of invoices, but a number of useful fields from the invoice cannot be exported from the system. Notably the subtotalamt, shippingamt and totaltaxamt fields, which can all be accessed via both SQL and the RestAPI, are missing from the export options.
We would like to see these added so that fuller invoice data could be exported into something like Excel for further accounts reporting and tracking.
14 votes -
Add 'Previous' button to Receiving
Staff are really appreciating the addition of a 'Previous' button to the record creation process which allows them to back up and fix a mistake without having to go all the way through the process before returning to make a correction. Staff would like to see similar functionality within the Receiving process. We receive using the process that combines creating the item with receiving.
Currently, for receiving an item, it will prompt you through the boxes to fill in the required information. As you proceed through, if you make a mistake or skip something you have to cancel and start…
12 votes -
A "full Payment History file" event should log an error to the Admin App's System Messages log
Today our Payment History file reached 9,999 records which is close enough to the 10k record capacity that the attached error message was displayed. Fortunately the staff member had the presence of mind to screen-capture this error dialog today so I could read its message verbatim, but this isn't always the case. It would be helpful for an error of this severity to be written to the System Messages log viewed using the web-based Sierra admin app.
Given the low variety of error messages written to that log, there must be all kinds of similar messages which are not logged,…
15 votes -
When receiving items, limit search results to orders available for receipt
It would be nice if there was a setting in the Receiving function to limit your search to only items available to be received. We search by PO and have to wade through loads of items already received and billed. This was available years and years ago on the old Horizon system.
14 votesThe product team will review this idea for consideration for a future release.
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Add Invoice Number to Invoice Summary
The Invoice Summary that is sent after posting invoices only lists the voucher number. Our Finance department has to go through the Invoice Register and match the invoice number to the voucher number to know what invoices should be paid. This is very time consuming, and susceptible to human error. Please consider adding the invoice number to the Invoice Summary.
18 votesThe product team will review this idea for consideration for a future release.
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Show number of copies on order per library
We are a Consortia of 51 libraries with 25 Acquisition's Units. We would like to see how many copies each library has ordered. This was available in Encore.(see screenshot) Vega does not show order records at all so we would like to see more detailed information in Sierra. Currently, you can only see that other libraries have ordered, not number of copies (see screenshot)
16 votesThe product team will review this idea for consideration for a future release.
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Order Status rapid update
Rapid or global update to update all Order Status at once.
11 votesThis idea will be reviewed for consideration as an enhancement in an upcoming release.
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Provide indicator/warning when an order record has already been sent to a vendor
In the print/send orders function, it can be easy to accidentally upload an order to a vendor multiple times. As a means to mitigate this error I propose a two part feature.
As a first step, the system should provide some indication when viewing the orders to ftp queue if an order has already been ftp'd once. I could see two methods for accomplishing this. 1) Add a column to the queue display for sent date, taking the most recent date present that has been appended to the ISBN pick field in a record from having been previously sent. 2)…
33 votesThis idea will be reviewed for consideration as an enhancement in an upcoming release.
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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…
22 votesThis idea will be reviewed by the product management team for possible inclusion in a future release.
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Increase Invoice Limit for Downloaded Invoices
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.
14 votes
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