Show in receiving that there is a title level request on a receiving title.
Current situation or problem:Â The receiving app should display that the instance has unfulfilled requests, as it currently does. Now there is no indication that the received item should be handled with urgency. It must first be checked in, which we normally don't do with newly received items as we want them to keep status In process.Â
Use case(s)
The receiving app should display that the instance has unfulfilled requests, as it currently does. Now there is no indication that the received item should be handled with urgency. It must first be checked in, which we normally don't do with newly received items as we want them to keep status In process.Â
Sara: This would be really helpful in the 5 colleges. Since there are 5 campuses, if there are multiple campuses that have an order, then the first one to come in can be directed to the priority.
Restrict fiscal year rollover permissions by acquisitions unit
Current situation or problem: User with permissions to run fiscal year rollover can roll over ledgers of any acquisitions unit as long as they can view the ledger details and access the action menu. For certain systems that divide Financial responsibility by acquisition unit this could result in rollovers being executed on the wrong ledgers by the wrong users.
Proposed solution/stories
Restrict access to rollover functionality based on the acq unit of the user and ledger. User must share an acq unit that grants edit permissions for that ledger to be able to run rollover.
Sara: I don’t see anyone doing this for me and don’t consider this a high priority.
Current situation or problem: It is possible to set the receipt status of a POL to fully received when there are still pieces to be received.
In scope
Receive all pieces when changing POL receipt status to "Fully received"
Proposed solution/stories
Set status of all pieces to received when changing POL receipt status to "Fully received"
Sara: This seems to be talking about a one time order. For ongoing orders this would play out differently.
Dennis: Yes, it’s one time order. Would need more detail here. Would library’s still value having a workflow where you want to pay and have everything set to receive at the same time?
Allow user to convert POL to Package POL while in open status.
Description - This is a draft feature that was created to identify a potential gap in FOLIO functionality. Users should feel free to comment here and add use cases or other related information that will help move the analysis and refinement of this issue forward. Currently orders lines can not be converted to Packages when needed
Sara: Also allows for title changes. Consider implications of inventory lookup for Instance (title warning if disconnecting title from Instance record.)
Status update on the discussions to prioritize the features on the backlog jiras
Â
Status update on the discussions to prioritize the features on the backlog jiras
We have validated 18 features, ones we want to keep in the backlog.
We have identified 6 features as no longer needed.
4 that we recognize as a problem, but have resolved in a different manner.
Some have been considered tech debt
12 that Joe and Dennis need to look at more closely.
:43
Â
Â
PC will look at the voting of the Acq-Sig topics, and want to discuss our experience of the process.
Martina: If you have feedback, please post feedback on how you think the process went, if you haven’t voted, discuss why not…. Council meeting will be on July so please provide feedback prior to that.
:48
Â
Â
Sara: Did rollover yesterday, thought it went well, but then discovered we now have thousands of encumbrances for closed po’s at $0. We thought we had run all the scripts, but found out we hadn’t. So advice for others, make sure all the fixed scripts are run before doing rollover.
Dennis: I think there is a script that goes to closed orders and releases encumbrances. Changes made in the Q release seemed to address the majority of the reasons scripts were released.