The purpose of this page is to capture suggestions for documentation topics related to FOLIO Resource Management. 

To contribute ERM documentation topics, please refer to this page: ERM documentation needs.

  • Settings: Create Acquisition Unit
  • Add users to acquisition unit(s)
  • What restrictions does FOLIO apply to actions in each app based on acquisition unit assignments?



Organizations App

  • Search & Filter
  • Create organization
  • Edit organization
    • Add note to an existing organization
  • Delete organization
    • Will FOLIO allow deletion if there are order/invoice/license/agreements linked to the organization?

Settings

  • Categories - explain where these values display on an organization record

Permissions

  • Mention that there is a permission related to the display of interface credentials




Finance App

  • Search & Filter 
  • Create, Edit, Delete Fiscal Year
  • Create, Edit, Delete Ledger
    • Fiscal Year Rollover
  • Create, Edit, Delete Group
  • Create, Edit, Delete Fund
    • Describe limitations on delete:  only allowed when no order/invoice transactions exist.  

Settings

  • Fund Types
  • Expense Classes

Permissions

  • Might want to reiterate how acquisition units can impact user actions, in addition to permissions


Orders App

  • Search & Filter 
  • View Order 
  • Create Order
    • Apply order template
    • How order type affects which fields are displayed
  • PO line
    • Add PO Line to order 
    • How order format affects which fields are displayed and which are required
    • Create Inventory field- defaults are created in Settings "Inventory Interactions" based on order format, can be overridden
    • Edit 
    • Receive
    • Delete
  • Duplicate Order
  • Approve Order
  • Open Order
    • Interaction with fund current year budget
    • Interaction with inventory, item status if applicable
  • Unopen Order
  • Edit Order
  • Close Order
  • Reopen closed order
  • Receive
  • Update Encumbrances
  • Export Results
  • Delete Order
  • Order Status behaviors (for example, system will automatically set order to "Closed" status when fully received and invoice is fully paid)

Settings

  • General
    • Inventory interactions 
    • Create Order Template
  • PO Number - prefix/suffix

Permissions



Receiving App

  • Search & Filter 
  • View receiving record
  • Refer to ability to receive directly from the order or from this app
  • Edit item receiving record
  • Item status behavior (item status changes from "On Order" to "In Process" after receipt
  • Quick 

Settings

No settings for the Receiving app

Permissions


Invoices App

  • Search & Filter
  • View Invoice
  • Create Invoice
  • Invoice Line
    • Add Invoice Line to Invoice using existing PO Line
    • Create new Invoice Line without an existing PO Line
  • Approve Invoice
  • View Voucher
  • Edit Invoice
  • Pay Invoice
    • Interaction with order status when Invoice status changes to "Fully Paid" 
  • Export to Accounting
  • Delete Invoice

Settings

  • Fund Types
  • Expense Classes

Permissions

  • General
  • Vouchers



Use this section for suggestions of topics related to cross-app interactions related to RM

  • Inventory Interactions - defines what is created in Inventory
  • Order Status behaviors (for example, FOLIO will automatically set order to "Closed" status when fully received and invoice is fully paid)
  • Item Status behaviors impacted by Orders  and Receiving actions


Use this section to add "How do I" or "What happens when" type questions so that we can make sure we cover topics

  • What happens in other FOLIO apps when I "un-open" an order?  What happens to encumbrances?  What happens to the item status?