2019-05-03 Meeting notes

Kristin Martin  

Kristin Martin Martina Tumulla

• We need to review our proposed meetings and decide which ones can run concurrently
• The ERM devs were meant to have a dedicated meeting, but it has been cancelled due to scheduling challenges
• ERM/Acq/Cross-app will have a room available with 13 slots
  • 2 Acq sessions – 3 hours
  • 4 ERM sessions – 6 hours
  • App interaction is still working on priorities – potentially 2 sessions/4 hours
• The challenge will be making sure key people from other areas can attend as needed (e.g., Charlotte Whitt, Laura Wright, Ann-Marie Breaux)
• Kristin Martin  will share recommendations with the PC
• Dennis Bridges: How should the sessions be formatted?
  • It's up to the moderator
  • PC or SIGs could offer suggestions
• Dennis Bridges: How many people are attending? Who is attending?
  
  • We're not sure
  • It would be helpful for the moderators have a sense of numbers, areas of interest
  • Can the planning group supply this info after the hotel deadline passes?
  • Martina Tumulla will ask the planning group to do this

Dennis Bridges

• The acquisitions small group has made some updates to the invoicing mock-ups
• Development has started on the back end of the app, and UX will start in sprint 63
• Dennis reviewed a set of slides showing the mock-ups and describing functionality
• Scott Perry : Why wouldn't the exchange rate be applied at the beginning, since the invoice will be entered in foreign currency
  • You can enter invoice amounts in whatever currency you need to
  • If you don't have an exchange rate at the point of invoice, it's retrieved at the point of approval
  • This is necessary to debit funds in local currency
• Heather Thoele : Can we skip the review state and go straight to approved?
  • Yes
• Sara Colglazier : How do we support "journal vouchers?" 
  • JVs are used to exchange money between the library and other departments on campus
  • These are often used for corrections or resources paid for by external parties but managed by the library
  • Most people use dummy credit memos and invoices to represent money that comes into and out of external budgets
  • It would be nice to have a better way to represent this movement of money – but it's not super high priority.
  • The small group is talking about vouchers now – Dennis will bring this topic to them
• Virginia Martin : Can you navigate to an invoice by looking up a PO, then linking to invoice?
  • Right now, we'll plan to have an Invoice accordion on the PO that will display summary information about the invoice.
  • The invoice lines should also have a link back to the PO.