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Minute taker?Nicole Trujillo

Announcements/update

PC Meeting 2020-07-23

Kristin Martin

Overview of Bugfest

Overview of Capacity Planning

MSU Demo of FOLIO Acquisitions in Real Life

Missouri State University's Demo

  • Start with orders app
    • Several Templates
    • Save and Close
    • Add a PO line, temporarily doing "on the fly" records, cataloging waiting for export from OCLC is more functional. Historically order records would be overlayed by catalog records.
    • Not yet able to overlay, connect inventory records, use MarcCat
  • Invoices app 
    • Create new invoice
    • Status as Open
    • Acquisitions units are done by libraries
    • Accounting number, (there is a bug, you have to select twice to get the correct sub-account)
    • Save and Close
    • Add an invoice line. Each invoice line can reference a specific account number as well.
    • Search by PO, can add multiple POs
    • Can make dollar adjustments by opening the invoice line.
  • In orders app
    • Find order 
    • Look at receipt status
    • Choose receive
  • In Receiving app
    • Click receive button 
    • Fill in campus, library, and location, will hopefully be able to fill in more with better record integration in the future
    • Click receive

Fiscal Year Roll Over:

Jira Legacy
serverSystem Jira
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUXPROD-772

Dennis Bridges

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