2021-10-26 Acquisitions Meeting notes

2021-10-26 Acquisitions Meeting notes

Date

Oct 26, 2021

Attendees (41)

  • @Dennis Bridges

  • @susan.martin@mtsu.edu

  • @Heather McMillan

  • @Alice Daugherty

  • @Alissa Hafele

  • @Ann Crowley

  • @Robert Scheier

  • @william.verner

  • @Former user (Deleted)

  • @Jean Pajerek

  • @John Ballestro

  • @Julie Brannon (old account)

  • @Julie R. Stauffer

  • @Kathleen Norton

  • @Katy Kazee

  • @Kim Laine

  • @Kristin Martin

  • @Lindsey Lowry

  • @Lisa Maybury

  • @Lloyd Chittenden

  • @Monica Arnold

  • @Mary Moran

  • @Masayo Uchiyama

  • @Michael Phillips

  • @Nancy Finn

  • @Nancy Pelis

  • @Natalya Pikulik

  • @Okay Okechukwu

  • @Peter Sbrzesny

  • @Robert Sbrzesny

  • @Sara Colglazier

  • @Sarah Dennis

  • @Scott Perry

  • @Scott Stangroom

  • @Shannon Burke

  • @Steve Selleck

  • @Suzette Caneda

  • @Tatjana Clemens

  • @Tracy Patton

  • @Virginia Martin

  • @Winter While

Agenda

Discussion items

Time

Item

Who

Notes

Time

Item

Who

Notes

 

No Housekeeping today

 

 

 

EDIFACT related questions from the dev team 

 Dennis: 

Need to clarify about rush orders.  

Exporting orders in edifact orders, plan is to do that based on organization on set time frames.

  • There could be occasions that you have a rush order you want to send immediately. There are a few ways to do this. But are there rush orders you want to send in Edifact format, and if so, do you expect them to be sent immediately on their own file?

  • Dennis: Are there situations where you want different purchase order lines to be in different export files for some reason? Only reason I can think of is if you want a confirmation email sent to different people. Would you want some pol's sent by EDI's and others not by EDI? 

    • From Peter Sbrzesny to Everyone 12:42 PM No, that would only make everything complicated.

    • From Dung-Lan Chen to Everyone 12:42 PM I would separate the order lines in different POs if I need to send them via different methods.

    • From Masayo Uchiyama to Everyone 12:42 PM we have never done it in Cornell.

    • From Natalya Pikulik to Everyone 12:43 PM We would not do it on separate po lines

    • Dennis: Would this be a useful feature?

      • From Natalya Pikulik to Everyone 12:43 PM i do not think so

      • From Masayo Uchiyama to Everyone 12:44 PM Not for me.

      • From Peter Sbrzesny to Everyone 12:44 PM no

      • From Natalya Pikulik to Everyone 12:44 PM Too confusing

    • Dennis: Would you create an order that needed different vendors?

      • From Dung-Lan Chen to Everyone 12:45 PM Not very likely what you just described, Dennis.

      • From Peter Sbrzesny to Everyone 12:45 PM +1

      • From Masayo Uchiyama to Everyone 12:45 PM +1

 

45 minutes after the hour

Continue to review receiving enhancement mock-ups

 

  •  https://docs.google.com/presentation/d/1uMGr1_HJ2yVzcJq_fTgUlibOmf8O7_SZiQCyyx4MdVc/edit#slide=id.gf8b007a9f0_0_10

  • It was useful to edit a single piece, as well as a bulk edit of many pieces. 

  • In this scenario, we have expected pieces, and already received pieces.  You would be bulk editing either expected or received pieces. Is there a use case to bulk edit all, both received and expected?  User can overwrite fields of selected pieces by inputting values and clicking Save all. 

    • From Dung-Lan Chen to Everyone 12:45 PM Yes!

    • From Scott Perry (he/him) to Everyone 12:49 PM How narrow are the permissions?  Can the ability to bulk edit received pieces be a different permission than the ability to bulk edit future pieces?

      • Yes, We could separate the permissions in any way. We can make bulk edit a specific permission.  

    • From Dung-Lan Chen to Everyone 12:52 PM Yes, bulk edit "location" is needed for both received and expected pieces!! :)

    • From Sara Colglazier (MHC/5C) to Everyone 12:53 PM Wouldn't we want to bulk edit received pieces as Items in Inventory?

      • Dennis: Yes

    • Dennis: To summarize:  It is worth while to have a separate permission to bulk edit. Is it worth while to have separate permissions for editing expected pieces vs received pieces? 

      • Sara Colglazier: Yes

    • Dennis; The extension of this, how could we potentially create pieces more quickly, creating and managing pieces in bulk. To be discussed at a later date. 

Closed Captioning transcript of the meeting