2024-08-06 Acquisitions Meeting notes

Aaron Neslin

Joe Reimers

Okay Okonkwo

Susanne Gill 

Ann Crowley

John Banionis

Paivi Rentz

Susie Skowronek

Anne

Julie Stauffer

Peter Breternitz

Suzette Caneda

Daniel Welch

Jackie Magagnosc

Rachel Sneed

Sven Thomsen

Dennis Bridges

Kimberly Pamplin

Rhonda Fuhrmann

Sylvia Hamann

Dung-Lan Chen

Kristin Martin

Sabrina Bayer

Tim Nelson

Dwayne Swigert

Linh Chang

Sara Colglazier

Victoria Anderson

Heather McMillan

Lisa Smith

Sarah Kasten

Heiko Schorde

Lucinda Williams

Scott Perry

Jean Pajerek

Masayo Uchiyama

Steve Selleck

:01

Housekeeping

Dung-Lan

• Bindery support UAT will run starting August 7 (Wednesday) thru August  13 (Tuesday) - we appreciate your participation and any feedback you might have!

• Reminder - prioritizing acq-sig-topics voting (details here) 

• Next meetinig - Tuesday, August 13th, at 1 pm Eastern

:05

Duplicating Invoices

Dennis Bridges

• When duplicating an invoice, would also be duplicating the vendor invoice number

• In some cases when you clone/duplicate a record, FOLIO adds hyphen copy (-copy). Might not want that in this case? Might be best to actually clone the number?

  • Duplicate would have exact same invoice number

  • Won’t know what number you want it to have in the end

  • If it is exactly the same will get duplicate invoice warning

• Pamplin, Kimberly B 12:08 PM
  Keeping it the same makes sense to me

• Scott Perry 12:08 PM
  Keeping it the same.

• Okay - gave example of approved invoice with error - return to invoicing person to duplicate invoice to correct

• Duplicate message appears if vendor, invoice date and vendor invoice number are all exactly the same

• ~:11 Acquisition unit assignment - when you duplicate an order record, we currently will also duplicate the acq unit assignment. Assumption is that for invoices should have the same behavior.

  • Trouble with this will be - if user does not have permission to create invoices, then will fail to duplicate the invoice. e.g.: “You don’t have permission to create invoices for that acq unit”

  • Can you think of a use case where it might be important not to duplicate the acq unit assignment?

    • Lucinda Williams (she/her) 12:13 PM
      We use Acq unit and I would want that duplicated

  • If acq unit is duplicated from the original invoice can we change it if needed?

    • Yes, if you have permission to manage acq unit assignments

:15

Receipt and Payment Status Not Required

Dennis Bridges

• ~:15