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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 $a Truly invalid ISBNs where the check digit is wrong
We'd rather get these records loaded, with the incorrectly formatted or invalid ISBNs - that's the data the vendor provided. Instead, we have to create routines to clean up the ISBNs or remove them altogether. Is there a reason for why ISBN validation is so strict in Orders? Inventory doesn't seem to care. Can we relax ISBN validation rules so that these types of issues can be accepted? Kristin: The issue with ISBN standard validation also causes a problem with editing existing orders. Dennis: Orders should accept qualifiers. Kristin: We have processes to take them out. Kimberly Wiljanen 12:38 PM
:$c in the 020 is also considered a problem with ISBN validation Dennis: I think this may have been Ann Marie managing this feature. I don’t remember what the consequences were for removing this validation and we need to investigate this. I think it had to do with searching and matching. Kristin: We have turned off automated matching because of problems, that may be why she she was trying to standardize and normalize them all. 10 digit vs 13 digit ISBN was also a problem. It would be good to know what we would lose if we did relax this, my impression was it wouldn’t be much. Sara: Agree with Kristin, has to do with matching to see if it already exists in Inventory. Matching on ISBN. Sara has also turned off that matching and thinks it would be helpful to see how many people are using that function. If no one is using it, then having this strictness doesn’t make sense. Brilliant idea in theory, not so much in practice. Kristin Martin 12:43 PM
It's the setting, "Disable duplicate check that occurs when opening orders and saving purchase order lines." We checked this box in settings and haven't looked back. Dennis: I think there is a folio module for ISBN normalization that was worked on by ann marie, there is reference to At Cult. There might be a module that handles ISBN normalization for multiple apps, but if orders is using it and Inventory isn't, that seems odd. Scott Perry 12:46 PM
Yes, this was one of the things that was tripping up invoices. Kristin: For every po that migrated, anytime we wanted to update them, the ISBN’s in the order record get an error message that says they are protected fields. Dennis: There is a fair bit of detail here to move forward so will investigate.
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:50 | | Kimberly Smith | Implementers Topic # 144 Receiving App: Inconsistency in delete holdings behavior When you go into “Quick Receive” in the receiving app by clicking in the grey line item under expected, a window titled “Edit piece” comes up. If you create new holdings for location in this pop out, when you save and close a message pops up that asks if you would like to delete the holdings that were previously created in FOLIO. (This is the desired and expected behavior) When you use the actions -> receive menu under expected, there is a place to create new holdings for location, but after the location is changed the same message about deleting the other holdings does not appear. This leaves the acquisitions staff to have to go out to inventory and mark the other holdings with the wrong location for deletion. Can the delete holdings behavior happen in both places? Dennis: It’s been assigned to the R relase, but has not been completed. UIREC-350: Edit piece: Present "Delete or Keep Holdings" modal when receiving location is changed for pieceIn Refinement Kimberly Smith: Yes, this looks like UIREC 350 will solve this.
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:55 | | Scott Perry | Implementers Topic # 147 Orders App/POL location of donor accordion for entry The donor accordion appears above the fund distribution accordion in the POL when creating a new POL. It would be better for the donor accordion to appear below the fund distribution so the user sees any donor linked to a fund on fund entry. Dennis: Will pass this on to Joe.
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