[Wactclc-alma] Editing purchase requests

[Elena Bianco]

Thanks, Shellie. I appreciate confirmation that we can't change Requestors for requests that are already approved. Should I open a case about not being able to export all of the fields?

Elena

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Whittaker, Shellie
Sent: Wednesday, November 1, 2017 10:29 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Editing purchase requests

Elena,

You can edit purchase requests while they're in Review status, as long as they are assigned to you or unassigned.

However, as far as I can see, you cannot edit purchase requests that have Approved status.

EXPORTING:  I get the same results as you when I export to Excel (requester field present, but empty). Same result in both UIs. and in sandbox and SVC.


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Shellie Whittaker
WACTC Library Consortium
shelliew at bigbend.edu<mailto:shelliew at bigbend.edu> | (360) 452-5264

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Elena Bianco
Sent: Wednesday, November 1, 2017 9:10 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] Editing purchase requests


Hi there:



Is there a way to switch out the requestor in a purchase request that already has been placed? When I go to manage purchase requests, I only have the option to view or delete a purchase request - not edit it to change the requestor. Is that really how the system works or am I missing something?



Also, when I try to export the list of requests into Excel, the Requestor field does not export out - it's blank. Is this (the inability to export all fields) a problem with the new UI or (again, and more likely) am I doing something wrong?



Thanks,



Elena





Elena Bianco, Technical Services Librarian

Norwood Cole Library, Skagit Valley College

2405 E. College Way

Mount Vernon, WA 98273

(360) 416-7624


Google can bring you back 100,000 answers; a librarian can bring you back the right one. -- Neil Gaiman
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