2022-02-22 Acquisitions Meeting notes

Alissa Hafele

Lisa Maybury

Ann Crowley

Lloyd (Marmot Library Network)

Ann-Marie Breaux

Mark Arnold

Bethany Blankemeyer

Martina Schildt

Bill Verner

Masayo Uchiyama

Bob Scheier

Michael Phillips

Dennis Bridges

Nancy Pelis

Dung-Lan Chen

Okay Okonkwo

Dwayne Swigert

Peter Sbrzesny

Emily Robertson

Sabrina Bayer

Heather McMillan 

Sara Colglazier

Jean Pajerek

Scott Perry

Julie Brannon

Scott Stangroom

Julie Stauffer

Shannon Burke

Kathleen Norton

Steve Selleck

Kimberly Pamplin

Suzette Caneda

Kristin Martin

Victoria Anderson

Linh Chang

Winter M White

Lisa G Smith

12:00 PM

Housekeeping

Dung-Lan

• Friday meeting this week, 2/25, at 9 AM.

• No meeting next Tuesday (3/1)

• Calendars have been updated.

12:02 PM

Exporting adjustment details in voucher summary

Dennis

• Demonstration in FOLIO testing:

  • Invoice created to show functionality

  • Two invoice lines

  • Two adjustments at the invoice level (GST 5% pro rated by amount; shipping cost $8.99 also prorated by quantity)

  • Each invoice line has it's own adjustment separate from total:

    • First invoice line has generic fee; actual value not counted, but appears. Not set to export to accounting. Toggle not checked.

    • Second invoice line has import fee. Set to export to accounting. Included in total. $2 part of $100 paid for title. 

  • Approved & paid and ran batch export.

  • New: For the voucher itself, there are adjustment summaries.

Open

• Martina: We have different adjustments here. One is tax and the other is the shipping. Usually the tax would need to apply to the shipping. E.g. GST needs to be calculated on the shipping or other additional costs. How can we be sure that this is calculated? Is there a specific order it needs to be entered in? 

• In that case, could use included in and apply the amount to the subtotal, so the shipping would be part of the subtotal. Adding the tax as a percentage is always applied to the totals. The adjustments don't interact with each other. 

  • Example demonstration with invoice creation (11 min. after)

  • Shipping entered at line:

    Open

    

  • Tax entered as an invoice level adjustment:

Open

12:14 PM

FOLIO Acquisitions Lotus Highlights

Dennis

• From Sara Colglazier (MHC/5C) to Everyone 12:20 PM
  Once Dennis is done with his presentation, I have a question about Keyboard shortcuts

  • Laura from Cornell talking about using a lot of Macro Express shortcuts to speed up work. In some cases when used to do certain things. It seems to think they are trying to do keyboard shortcut. Have a Macro Express shortcut used that will not let them type "H" for a while. Has anyone else experienced this or heard anything about interactions? 

  • Imagine there could be some kind of UI issue that's related to how the shortcuts are implemented in FOLIO

  • Ann-Marie: Default set of keyboard shortcuts available for all apps. If app has implemented, these defaults should have implemented across apps. Also app-specific apps. If you can find where you are getting the problem, would be good to document and contact the product owner for that app.

  • From Julie Brannon (she/her) to Everyone 12:45 PM
    Keyboard shortcuts are in Juniper in these apps:  Agreements Holdings eUsage Finance Invoices Orders Organizations Receiving Users And in Licenses too

• From Peter Sbrzesny to Everyone 12:35 PM
  Is a copy of the exported file saved within the System?

  • The EDI files are not being saved in FOLIO for this Lotus release.

  • File is created and then sent to location you told FOLIO to send it to.

  • You have the ability to rerun a specific job. Don't have to wait for a timer to trigger. 

  • Ability to download or resend a specific file was split out to next release in Morning Glory.

• Scott: (52 min. after) My concern is the ability to cancel an invoice that has already been approved/paid. This should be separate from the ability to delete an invoice that is not approved/paid. 

  • Can only use the cancel action for invoices approved/paid.

  • Ability to cancel is a separate permission.

• Release notes page for each release in the Wiki.

  • From Julie Brannon (she/her) to Everyone 12:55 PM
    For example, here is the Lotus Release Notes page on the wiki: https://folio-org.atlassian.net/wiki/x/soFP

• Please participate in BugFest if you can!