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2023-10-27 Acquisitions Meeting notes

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Date

Attendees















































Agenda

  • Current: Friday, October 27, 2023

    Housekeeping -

    • Please fill out App Interaction SIG survey regarding if text fields across apps should be responsive or not if you have a few minutes (survey opens thru Nov. 10)
    • Poppy Bug Fest testing cases thru Friday, Nov. 3 - THANK YOU FOR PARTICIPATING!!!
    • Presentation by Molly Driscoll and Poppy documentation discussions with her planned for Nov. 14 (Tuesday) at 1 pm Eastern
    • Next meeting - Tuesday, Oct. 31, at 1 pm Eastern
    • Reminder - U.S. Daylight Saving Time ends Sunday, Nov. 5 (you may need to adjust meetings on your calendar if you have a local Daylight Saving Time that is on a different schedule)

    PC Update -

    • postponed to the next Friday meeting (Nov. 10) as Kristin M. is out of the office

    Business -

    • Dennis plans to review new Acquisitions related features planned for Quesnelia Release (spring 2024)

Discussion items

TimeItemWhoNotes
:03HousekeepingDung-Lan
  • App Interaction SIG survey regarding if text fields across apps should be responsive

  • Poppy BugFest testing through next Friday (11/3)

  • Presentation by Molly Driscoll regarding Poppy documentation (11/14)
  • Next meeting is Tuesday, 10/31
  • U.S. Daylight Saving Time - Sunday 11/5
  • PC updates postponed to next Friday meeting (11/10)
  • Charleston Conference - Dung-Lan will be out and Heather will convene
:10Quesnalia ReleaseDennis Bridges
  • Restrict fund use by location UXPROD-4510 - Getting issue details... STATUS
    • Can associate locations with fund
    • Based on location chosen, woudl restrict funds used by particular order
  • Replace AllOrNothing mechanism to update all transactions for order/invoice in single operation UXPROD-4321 - Getting issue details... STATUS
    • New method that will improve reliability and fix potential problems in this area
  • Allowing users to capture banking information for a vendor UXPROD-4170 - Getting issue details... STATUS
    • Can be restricted by permission
  • Library of Congress has specific method that pulls organization, order, and invoice data to accounts payable system
    • UXPROD-4166 - Getting issue details... STATUS
    • UXPROD-4164 - Getting issue details... STATUS
    • Probably better for them to continue to use script for this.
    • Analysis
  • Claiming unreceived or unreceivable items workflow UXPROD-1845 - Getting issue details... STATUS
    • Pieces will allow indication of different statuses, e.g. whether issue is late, etc.
    • Initial work for claims management
  • Managing donor information UXPROD-1018 - Getting issue details... STATUS
    • Formalizing ability to manage donors in FOLIO
  • UXPROD-4242 - Getting issue details... STATUS
    • Still uncertain if it will be worked on





















Action items

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