FYI - Test case claiming for Bugfest Quesnalia started Monday, March 25, and will continue thru Friday, March 29. Actual Bugfest Quesnalia will begin on Monday, April 1 and runs thru Friday, April 12. You can request a testrail account thru Oleksandr Bashtynskyi in Slack. Join bug-fest Slack channel would be recommended to get more info or help with bugfesting or reach out to Kimberly Pamplin directly.
Next scheduled meeting - this Friday, March 29, at 9 am Eastern
:07
Dennis
WOLFcon survery
Rankings have shifted a little
‘Serials Management’ and ‘Orders and receiving’ are now ranked higher.
Dennis: What specifically about Serials Management and Orders/receiving do you want to talk about?
Martina: There are several people planning a session on serials, around functionality that is already there and future requirements. Owen, Joe, Kristen….. Joe will include a discussion on Binding. It’s an 80 minute session.
Dennis: EDI Integrations: Claiming through EDI was mentioned, thoughts on other ideas on specifics for why this is ranked high?
John Banionis 12:20 PM We use EDI or invoicing
Lisa Smith, Mich State 12:20 PM Mich State uses EDI for invoicing
Alissa Hafele 12:20 PM Stanford uses EDI invoicing as well
Kimberly Smith (MTSU) to Everyone 12:20 PM We use EDI invoicing
Scott Perry (UChicago) to Everyone 12:21 PM For edifact invoicing
Daniel Huang, Lehigh University 12:21 PM we use vendor agnostic batch loading (the FOLIO bulk invoice loader app)
Alissa Hafele 12:22 PM I won’t be attending but can ask my colleagues re: participation
Kimberly Smith: When this topic gets brought up in her meetings, people are interested in EDI Ordering.
Ann Crowley 12:23 PM They are having issues with Data Import
John Banionis 12:22 PM We have a GOBI API set up for order creation
Kimberly Smith (MTSU) 12:23 PM We also just setup GOBI API ordering.
Lisa Smith, Mich State 12:23 PM Mich State, too
Sara Colglazier 12:24 PM Is GOBI API different from GOBI Integration for Ordering?
Kimberly Smith (MTSU) 12:24 PM I think they are the same
Sara Colglazier 12:24 PM OK, then we also use GOBI Integrations
Sara: Focus in data import right now is on inventory records. Sara discussed how vendors have to b willing to work with folio to get the programing needed for EDI ordering.
Scott Perry (UChicago) 12:27 PM I’m finding the documentation to be incomplete for the syntax related to Edifact invoices.
Suzette Caneda 12:27 PM Stanford adds adjustments manually after we load the edi invoice through data import. Would love to have the adjustments bug fixed
Scott Perry (UChicago) 12:29 PM +1 to Suzette. We add the adjustments manually as well.
Peter Sbrzesny | VZG 12:31 PM That's right. In Germany EDI ordering is more common than EDI invoicing.
Dennis: Summary of Sara’s.
Idea of having a session that isn’t so much about folio edi, but having a vendor come in to talk about how they have connected to folio customers through EDI to enable these types of integrations.
Sara: Invite different representatives on a panel to address different perspectives.
Anne: It’s important to understand the restrictions of the standard for EDI’s.
Dennis: Dennis will reach out to some people to see if he can get some people to put something together for this discussion.
Ann Crowley 12:38 PM Jenn Colt might more information about that
Ann Crowley 12:38 PM She is also on the Tech Council
Sara Colglazier 12:41 PM +1 to Scott re the documentation.
Daniel Huang from Lehigh mentions a vendor agnostic invoice loader above … that would be great to her about here more generally for all of us, too! I would love to hear about that.
Daniel Huang, Lehigh University 12:44 PM It's just a PO lookup that auto-loads the invoice You just type in all the invoice details: boop, no manual entry Does all the invoice adjustments etc
Sara Colglazier 12:45 PM Cool. Would be cool to see you demo it in one of our meetings. In my opinion.
Scott Perry (UChicago) 12:45 PM We found the invoice loader (which we customized from the Lehigh script) to be too unstable and are moving beyond it. I’ve been moving everyone I can to Edifact invoicing recently. The flavors are immense. Even GOBI is unable to provide variable information (volume numbers, etc.) for continuations in an edifact invoice.
Daniel Huang, Lehigh University 12:46 PM Scott brings up good points. This is more a "Lehigh doesn't use EDI invoices" scenario and hasn't for a long time
Daniel Huang, Lehigh University 12:47 PM Ex: we use small businesses (as campus mandated) and they don't offer MARC or EDI so we have to do the groundwork for them there's just so many vendors that aren't in the academic provider ecosystem
Scott Perry (UChicago) 12:48 PM I agree with Daniel. But there is volume with some of the vendors that are in the ecosystem.
Daniel Huang, Lehigh University 12:48 PM it's an apples and oranges situation of two separate ecosystems essentially
Pamplin, Kimberly B 12:48 PM I can bring problems. 🙂
Daniel Huang, Lehigh University 12:49 PM I would not recommend anyone use the Lehigh loader in lieu of EDI
Pamplin, Kimberly B 12:49 PM But I'm not sure if that is better brought to Data Import?
Daniel Huang with Lehigh discussed how their invoice loader works.
Scott Perry (UChicago) 12:50 PM Doesn’t it call the apis? By the time I’m done, I’m expecting about 75% of our 100K or invoice lines to be created via Edifact.
Daniel Huang, Lehigh University 12:53 PM for us it's the opposite of probably 25% of orders would be via EDI
Dennis: Would people find a session that’s an introduction/tutorial, how to.. with EDI invoicing.. or a session with multiple people sharing their lessons learned and how effective invoicing works.
Anne Campbell 12:54 PM A two part series would be best
Daniel Huang, Lehigh University 12:54 PM we do get nervous that someday the invoice loader would get sunset and then what
Scott Perry (UChicago) 12:55 PM We will stop using it once we migrate to Poppy.
Daniel Huang, Lehigh University 12:55 PM if it stopped working we'd be tempted to call it a Blocker
Scott Perry (UChicago) 12:57 PM We are already integrated with our campus system for payments and will migrate to Oracle on July 1 for the campus system and we have successfully tested the integration with Oracle and FOLIO.
Dennis will put together a list of topics and ask us to vote on what we would actually attend at wolfcon.
