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:00 | Housekeeping | Dung-Lan | Housekeeping - Next scheduled meeting - Friday, August 30th, at 9 am Eastern Note that Joe and Aaron have meeting conflicts and will not be here today.
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| Central ordering UAT opens today, August 27th, and runs thru Friday, August 30th. Details see Ramsons UAT - Order on behalf of member tenant Any questions? (Dennis Bridges) Dennis sent messages in Slack about the start of this UAT. Order on behalf of member tenant, also referred to as central ordering. Form guides you through creating order, associating pol with different tenants. THis takes place in a multi tenant system. Can be received at central tenant or at member tenant by a user there. There are a few videos that outline/describe the configuration and workflows. Sara Colglazier 12:12 PM
How long does the UAT run? One week. August 27th, and runs thru Friday, August 30th. We have another UAT starting next week. (Duplicate Invoice)
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:13 | Implementers Topic # 139 | | Implementers Topic # 139 Have option to use invoice template “We'd like the ability to create and use invoice templates, similar to order templates.” Dennis: Does anyone have specific use cases for Invoice templates? Sara: Yes, she mentions she has brought up templates a few times in past conversations, also when we talked about duplicating invoices. It was mentioned we could duplicate an invoice as an alternative to a template. Believes having a template would speed up the process. Lucinda Williams (she/her) 12:18 PM
+1 for invoice templates Susie Skowronek 12:19 PM
I could see invoice templates being helpful to hide fields, like you can with orders. Scott Perry 12:19 PM
For templates, would it include autocreation of an invoice line(s) Dennis: The way we handle this with po’s is that nothing is automatic, but when you click ‘add invoice line’ it would populate the data in that invoice line for you. You apply the template to the invoice as a whole, that that includes invoice and invoice line information. Scott, asked the question because really wanted to know about if it checked for subscription overlap/duplication before auto creating lines… Sara: In organizations, you can control for weather or not the organization will automatically populate the dropdown as cc, payment by check… Dennis: This is related to topic 83. Will mark this as in progress to give Lisa an opportunity to have input.
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:25 | Implementers Topic # 141 | Kristin | Implementers Topic # 141 Ability to search/filter contacts from Organization App main search Right now, there isn't a way to search contacts from the side search pane for Organizations. Contacts can be found by searching the organization name, but if you know the contact name, there is no direct way to bring up the contact. There is in fact a search for contacts already, which can be gotten to by opening an Organization record, clicking edit, then clicking Add Contact. This brings up the below modal with a contact search. Since this search exists, could options to search be added to the organization side bar? Dennis: I think originally we did plan to have a contact UI but it was implemented in this way since we had to have contact people associated with the organization. Dennis: It would be helpful to manage them in an easier way. Dennis is surprised there isn’t a feature for this and will have one created so we can refine and prioritize it accordingly.
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:34 | Implementers Topic # 143 | Kristin | Implementers Topic # 143 ISBN validation and order creation errors In the orders app, there is fairly strict ISBN validation. Vendors, when supplying preliminary order data (or even full cataloging) often don't meet the validation standards. This has become a problem for us in particular with multiple records rejected when loading a file of orders because the ISBNs don't meet validation. Some examples: Qualifiers placed in the 020 $a like (ebooks) Multiple ISBNs all palced in the same 020 $a Truly invalid ISBNs where the check digit is wrong
We'd rather get these records loaded, with the incorrectly formatted or invalid ISBNs - that's the data the vendor provided. Instead, we have to create routines to clean up the ISBNs or remove them altogether. Is there a reason for why ISBN validation is so strict in Orders? Inventory doesn't seem to care. Can we relax ISBN validation rules so that these types of issues can be accepted? Kristin: The issue with ISBN standard validation also causes a problem wit
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