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changes.mady.by.user Martina Schildt

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changes.mady.by.user Julie Brannon (old account)

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Minute takerJulie Brannon (old account)

Announcements/Updates

Kristin Martin
  • Kristin encouraged everyone to look at the minutes since it was a full agenda.  The stakeholder group has approved the governance model with timeline and next steps for rollout.
  • Documentation update: Marsha B shared an update.  Kristin is planning to meet with her next week to better understand what the role of a SIG will be in producing materials.  Current focus for Marsha B has been on RA content.
  • Request from data migration subgroup for bulk API support.  

EDIFACT Invoice Import

Ann-Marie Breaux (Deactivated)

Google folder with sample invoices, default profiles, etc: https://drive.google.com/drive/folders/1ePm2M3FcHIZFVolxD4-WX8joEc1S_iVC?usp=sharing

UI in data import app will allow users to create mappings and defaults for incoming data.  Ex: data is probably not sending you the vendor code, so that's something you would set as a default in the mapping profile.  Probably not sending you the   


User Acceptance Testing for Fiscal Year Rollover
Dennis Bridges
  • Hoping to run UAT in scratch environment similar to what we did with expense classes UAT in the scratch environment https://thunderjet.ci.folio.org/  
  • Target start date TBD - earliest would be Wed of next week
  • Duration: approx 1 week. 
    • Run 3 FY within the week (each one lasting 2 days or so)
    • Create ledgers, groups, funds
    • Process some orders and invoices
    • Rollover
    • Repeat at least twice
  • Looking for volunteers to participate - Dennis will post about this in the RM slack channel once details are finalized
  • Demo of the feature will be coming in the Acquisitions Small group and/or at the RM SIG 
  • Question from Kristin M:
    • It would be helpful to have a higher volume of orders for testing
    • VM via slack "Good question - Kristin. I am also wondering about plans for performance testing. We usually have many thousands of open orders at the end of a fiscal year that have to be rolled over. And I'm also wondering about making sure all of the complex accounting math works out properly. "
    • Dennis - for this effort a low volume of orders is OK
    • Kristin will explore whether Chicago could provide a dataset of orders
  • Virginia asked about the FY on the ledger
    • Dennis: The FY is the fiscal year series - if you have an FYA2019 FYB2019.  When you select a fiscal year for the ledger you're selecting a series of fiscal years.  When you roll over you'll only see as possibilities the FY choices within that same series (ex: FYA).
    • Virginia:  Why is this an option? It was confusing to see the FY on the ledger.  It seems confusing to allow changes to the FY at the ledger level.  Even though it seems unlikely that someone would do that, but it would be very bad if people did
    • Dennis: This is the kind of feedback that we're looking for - we left things open since we weren't certain how things would move forward
    • Virginia: Overall it looks great, this is just one thing that jumped out at us when we explored Finance app.

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