[Wactclc-alma] Acquisitions Question

[Paula Laine]

Elana,

There are so many things to click on - I am still figuring out pathways to particular tasks but I do have a few ideas for you.

Don't use a physical item search when you want to edit PO lines. When I do that, I see that I have 3 different orders for my test title. If I click on the "3" I can see the three different records for the three orders. They all appear with the "view"  button.
There is no drop down option for edit either. If you click on either the PO order number or the order line number you will get a screen with the po line details but no editing. If the PO line is closed the only way to edit from the physical item search is to re-open the PO.
Really, do not do this.

How to do it:
Do an order line search. I search either by title or by PO number. You will see the edit buttons (depending on your column display choices) for all three PO lines.
This is where I add extra volumes if I forgot to do it earlier. [This way the additional volumes will have the same status as the original one. When I used to add them in cataloging they would immediately go to "available" ]
I would be a little careful about what I am editing, but reporting codes are definitely not a problem.

Paula/Bellevue




From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Elena Bianco
Sent: Friday, February 2, 2018 10:41 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: [Wactclc-alma] Acquisitions Question

So, we are still trying to wrap our brains around Acquisitions.

I was looking at some new books, and noticing that some of the titles hadn't had a Reporting Code assigned to them (we assign Reporting Codes in order to track which librarian ordered which items).  When we went in to try to add the Reporting codes after the fact, we found it super confusing to figure out where to edit the PO Line.

This is what happened:
Some of the titles showed View when clicking on the "Order" information after doing a Physical title search, and that didn't let us edit the reporting code. However, others showed "edit" in that little tab and then we could edit the reporting Code.

Here's one that shows View:
[cid:image001.jpg at 01D39C15.0CC10920]

Here's one that shows Edit:
[cid:image002.jpg at 01D39C15.0CC10920]

I noticed that now the ones that show "view" for the purchase order line also show "auto packaging" in the Order Line Number. So , that must appear after they go to "auto packaging." When are titles sent to "auto packaging?"

Your Patient Safety Survival Guide, on the other hand, which is one we could Edit in the initial screen. Showed an Order line with the status of"Sent" when I went in to look at the PO Line.

[cid:image003.jpg at 01D39C15.0CC10920]

I did notice that you could still edit the ones that were "autopackaging" if you go to Acquisitions/Purchase Order Lines/Review, because it will show Edit from those.

So, my question is: what is the difference between "Sent" in and Order Line and "Autopackaging," and why can you get to the edit screen some places in Alma but not in others (like when you go to look at the Order from the Physical Titles search results)?

I can set up an individual call with Wade or Shellie if this is too basic of a question for the listserv. I feel like I've forgotten everything we were told about acquisitions in the implementation...

Thanks!



Elena Bianco, Systems & Technical Services Librarian
Skagit Valley College
2405 E. College Way
Mount Vernon, WA 98273
(360)416-7624

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