| Time | Item | Who | Notes |
|---|
| 1 min. after | Housekeeping | Dung-Lan | - Meeting this Friday, 3/11
- Guest from Germany will talk to us about staff slips.
- Agenda will be posted as soon as finalized.
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| 3 min. after | Allow User to Preview Batch Voucher Export Details | Dennis | - Access outside of system settings where you can run exports and review previous exports. Also ability to download.
- Allow User to Preview Batch Voucher Export Details
- Example screenshots through Miro:
- Possible to move into Export manager, but based on use-case seems like it would make sense to have access through Invoices app.
- Click actions menu above result list.
- Will take you to full screen view where you will select which batch group.
- Would see all previous exports and have ability to run manual export.
- Would you still want to be able to see invoices while doing this? (Use of modal)
- From Bethany Blankemeyer to Everyone 12:09 PM
We don't do exports to AP in our department so I can't speak to this workflow. - From Julie Brannon (she/her) to Everyone 12:09 PM
Accessing this from the Action menu within Invoices makes more sense than doing it from Settings
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| 10 min. after | Searching Invoices by Amount | Dennis | - Would it make more sense to have a range filter for amount when searching invoices?
- Use case: Have invoice in hand with specific amount and want to search $120.20, etc. Will return all invoices with this amount.
- When searching like this, is there a use case where you are trying to find an invoice where the total in FOLIO may not be correct?
- From Scott Perry to Everyone 12:13 PM
Or I want to see all invoices over some amount - From Lloyd (Marmot Library Network) to Everyone 12:13 PM
Seems like wildcards would be useful - From Kimberly Wiljanen to Everyone 12:13 PM
It's possible that you might know the amount but not the invoice #
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| ~17 min. after | Filtering by fund code (Implementer's Topic # 29) | Dennis | - Discussion transitioned from previous topic.
- From Ann Crowley to Everyone 12:15 PM
I don't usually search by amount often, but would find it helpful to search by fund
- From Julie Brannon (she/her) to Everyone 12:15 PM
+1 Ann - That's listed on the Implementers Wiki page as #29 (a filter by fund code) - From Peter Sbrzesny to Everyone 12:17 PM
A filter by fund code would be very useful
- Also interest in filtering by expense class.
- From Scott Perry to Everyone 12:19 PM
Yes to expense class as well - From Bill Verner to Everyone 12:19 PM
filtering by fund code would be, in my opinion, much more useful than being able to search by amount
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| 21 min. after | Implementer's Topics # 28: Invoices and Receiving: Display vendor code |
| - Cannot Would like to see vendor code in these apps.
- From Bethany Blankemeyer to Everyone 12:23 PM
Thank you, Julie. Vendor code is MUCH more important to us at Duke. - From Sara Colglazier (MHC/5C) to Everyone 12:23 PM
+ about Code--really important - From Bethany Blankemeyer to Everyone 12:24 PM
Everywhere vendor name is, we would like vendor code as well - From Kimberly Wiljanen to Everyone 12:24 PM
We have many subaccounts with individual companies and we treat them differently - From Bill Verner to Everyone 12:25 PM
absolutely would prefer the code before the name
- Vendors will change their names, but don't always change code.
- For continuity, helpful to see the code.
- ~ 28 min. Discussion about modal vs. filterable select list.
- Would be great if you could type in some letters of a code.
- Something like what is used for Fund ID. (List format)
- List can be large and browsing is not great.
- Will not have filter options.
- Sara: Having more information seems crucial for vendor. More complex than fund codes.
- From Julie Brannon (she/her) to Everyone 12:33 PM
Ideally, the user would have the ability to either type in the code (with the smart drop down) OR do a full-scale lookup. Can't we have it all? :) - Can vendor name at the top be made a bit darker/more noticeable?
- Consensus that code should be displayed alongside name.
- ~38 min. Discussion about code search.
- Can search modal by vendor code.
- Talk at one point about if there was one search returned if it should automatically be selected.
- This is not widely implemented
- From Sara Colglazier (MHC/5C) to Everyone 12:41 PM
I would not like that automatic population ... if I type something slightly wrong and then an UMass Vendor gets selected and I do not realize it ... not good
In Agreements the 3rd pane opens automatically if only one result gets returned, but is different than something getting selected as an input - Discrepancy: filter label in Invoices is "vendor name" where orders app filter label is "vendor."
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| 44 min. after | Implementer's Topics # 30: Organizations: Add "note" column to Contact People accordion | Dennis | - Add note from contact record as a column in the detail pane.
- Trying to save clicks by displaying information in result list.
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| 47 min. after | Implementer's Topics # 31: Organizations: Make URI/URL link clickable in the interfaces | Dennis | - Already changed for interface, contact details, etc. - Part of Lotus release.
- Would be useful in other apps as well, is this only in Organizations or is it across FOLIO?
- Believe it is specific to Organizations app.
- Each app would need to implement if desired.
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| 51 min. after | Implementer's Topics # 32: Invoices: Lock total checkbox | Dennis | - Would like to default lock total as on.
- Can choose in field mapping profile whether it is checked for EDIFACT invoices.
- From Scott Perry to Everyone 12:55 PM
I'd rather have a machine confirm the totals than rely on someone reading. - Consensus to default to true.
- If possible might be helpful to have this configurable in Settings.
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