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:01 | Housekeeping | Dung-Lan | Housekeeping - FYI - A WOLFCon 2024 session titled "FOLIO Reporting" (Univ. of Missouri) recording is available here (recording starts at 15:30, Thank you Kimberly Smith for sharing the link to the presentation in last Friday's meeting!!): Reminder - we welcome any topics or ideas you have that you'd like to suggest for Acq SIG meetings Next meeting - Tuesday, Oct. 22nd, at 1 pm EST
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| Dennis
| Invoice adjustments Daniel Huang, Lehigh University 12:07 PM
Dennis that's actually an important topic Dennis: There are a few different types of invoice adjustments possible in relation to total. In addition to included in separate from
Purpose of different types is to allow you to end up with the value of the adjustment and the total value of the invoice line or invoice as a whole. However, discovered the way we are calculating the included in was slightly inaccurate so we need to make a change to how ‘included in’ is calculated. Dennis displayed an invoice for what the current ‘in addition too’ looks like, and another one displaying what the proposal for ‘included in’ would like. Dennis: Does this proposal make sense? Martina: Yes Suzette Caneda 12:17 PM
Yes that makes sense Lisa Smith, Mich State 12:17 PM
Yes, following. It seems correct to me. Peter Sbrzesny | VZG 12:17 PM
This is what I would expect.
Dung-Lan How is ‘separate from’ different than ‘in addition to’? Dennis: Separate from means it has no impact on the total. You have an adjustment, like $10, it’s reported on the invoice but is not part of the amount being paid. Ex import duties, fees on an invoice not paid by the institution. Paid in a different way. Susanne Gill (BVB) 12:22 PM
Did I see it you can make more than one Adjustment? Dennis: Yes, In that invoice example, there were two lines. Dennis: What happens if there is more than one “included in' adjustment? Use case, tax and discount. Dennis: The order of application would be important. If discount is 10%, then you have to pay tax…. Daniel Huang, Lehigh University 12:24 PM
Yes you should be able to do more than one, right? Lisa Smith, Mich State 12:27 PM
We pay invoices with multiple adjustments. I apply the discount first, then the shipping/handling charges. Also, I apply the adjustments after the invoice lines are all entered on the invoice record. Scott Perry 12:31 PM
We always use in addition to. Dennis: I would imagine most are using ‘in addition to’. It seems like ‘included in’ is more useful when you are creating an invoice from a purchase order rather than creating an invoice from invoice data that is coming in from edi or something you are manually creating. Martina Schildt 12:32 PM
we use included in very often - for VAT Molly Driscoll 12:33 PM
Martina - you took the words out of my mouth. Going to draft up an invoice adjustments 'additional topics' article. Dennis, I'll run the draft by you then share with this group prior to publication to get feedback.
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:35 | Implementer's Topic #136 | | Implementer's Topic #136 Invoice Lines s a user I am creating and editing an invoice line for a POL in invoices app. On the POL I have added a discount. On the invoice that I receive from my vendor the discount has increased and needs adjustment on the invoice line in FOLIO. Currently, there is no way to adjust the discount amount on the invoice line, only the the total amount can be adjusted accordingly. For submission to a third party system the discount amount should be editable on the invoice line. Requirement: Display the discount amount that has been added on the POL on the invoice line. Make the discount amount editable on the invoice line. Need to continue discussing whether the adjustment approach would be preferable Dennis: We have enough information here. Mark this as ‘in progress’.
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:38 | Implementer's Topic #142 | | Implementer's Topic #142 Orders app: When linking to an inventory instance, all product IDs should be transferred In orders app, when linking a POL to an inventory instance, all product IDs should be transferred - exactly as it happens when a users changes the "Change instance connection" function. Current behavior: If you link a POL to an Inventory instance (via title look-up), only a few product IDs are transferred: usually ISBN, ISSN and ZDB-ID. Problem: It is difficult to search in the Orders and Inventory apps if you do not know 100% which IDs are searchable. On the other hand, when a users changes the instance connection, all IDs seem to be transferred. Requirement: Functionality around the two actions should be aligned. Question: If there are several ISBNs or ISSNs, which ones are transferred (random, last one ...)? Sara Colglazier 12:39 PM
This would be great! +1 to Martina's 142!! Kristin Martin 12:39 PM
Do you think that this has to do with the next item, the strict ISBN validation in the order? Martina: If you have have several ISBN’s on a po, which ones are transferred? Dennis: Orders has been more picky about product identifiers in general, And we should have them all brought in. Sara: It prefers 13 to 10, and it will take the subfield A only, and will leave any of the Z’s. Paivi Rentz 12:42 PM
Yes, we went live with acquisitions recently and had some trouble initially with too strict isbn validation. They can all come over as far as I'm concerned Molly Driscoll 12:43 PM
This may be a place to start with researching current behavior: UIOR-373: Reduce the Resource identifier types that are added to the POL from an InstanceClosed Kristin Martin 12:44 PM
I think Ann-Marie would not allow 10-digit ISBNs in the order record. Dennis: All ID’s should be transferred
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:45 | Implementer's Topic #145 | | Implementer's Topic #145 Organizations app and modal: always set "active" as default filter When opening the Organization App, the checkbox for "Active" is not checked and the filter isn't applied. This also applies to the the search window, when selecting an organization for linking e.g. to an agreement. Sabrina Bayer 12:46 PM
+1 to 145 (others agreed) Dennis: Pattern for folio was to have no search results by default. Martina Schildt 12:48 PM
Currently, it differs from app to app Susanne Gill (BVB) 12:48 PM
Didn't we talk About user preferences? This would be a perfect addition :-) Martina: Can we have a community vote to see what the preferred behavior would be then wait for user preferences to be implemented… Dennis: We can create a story/Jira for this and link it to the user preference preferences as well.
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:55 | Implementer's Topic #146 | | Organizations app: add action to duplicate or clone an organization It would ease creation of records if organization records could be duplicated or cloned. Similar functionality is available in Agreements/Licenses or other apps. It would be very practical to be able to duplicate organizations e.g. in the event of takeovers or mergers. A current example would be De Gruyter and Brill, which will merge in the long term. In this case, users would probably create a new organization with a different identification code in order to keep the old orders from De Gruyter and Brill separate. For the organizations, it would probably be good if it were also possible to select which information should be transferred and which should not (just as with the agreements). However, it would be good if the data record could be opened first so that further information can be added and only created after saving again. In principle, it might also be practical if you could link/merge information from different entries in the organizations app, e.g. like it is possible for contact persons and interfaces. Dennis: Make a note for each accordion if each one needs to be cloned as well. Then come back and have a group discussion.
Martina Schildt 12:57 PM
Good points - I will add the necessary Information for further discussion |