Date

19 Apr 2022

Attendees

Ann Crowley, Ann-Marie Breaux, Bethany Blankemeyer, Beverly Geckle, Bill Verner, Bob Scheier, Dennis Bridges, Dung-Lan Chen, Dwayne Swigert, Emily Robertson, Jackie Magagnosc, Julie Brannon, Kathleen Norton, Kimberly Pamplin, Kimberly Wiljanen, Linh Chang, Lisa Smith, Lloyd, Lucinda Williams, Masayo Uchiyama, Heather McMillan, Michael Phillips, Nancy Pelis, Okay Okonkwo, Sara Colglazier, Sarah Dennis, Scott Stangroom, Shannon Burke, Steve Selleck, Suzette Caneda, Toni, Victoria Anderson, Winter White

Agenda

Housekeeping -
- Fiscal year rollover discussion session is planned for next Tuesday, April 26
- Reminder - review and provide feedback re: Allow user to process invoices against previous fiscal years if applicable/relevant to your library/libraries
Business -
- Continue discussing "POL & Inventory matching" (please bring any cases or issues you've experienced to share with PO and Developers for continuous refining or updating the functions)
- Demo new export (invoices & fund information) functionality

Chat

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Closed Caption

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Discussion items

Time	Item	Who	Notes
:00	Housekeeping	Dung-Lan	Fiscal year rollover discussion session is planned for next Tuesday, April 26 There will be someone that has completed a live FY rollover at the meeting to discuss their experience. From Julie Brannon (she/her) to Everyone 12:02 PM There is also some very basic documentation about how to run FYRO in the docs.folio.org site here: https://juniper.docs.folio.org/docs/acquisitions/finance/#rollover-fiscal-year
:04	Demo new export (invoices & fund information) functionality	Dennis	Demos in snapshot test environment Functionality on track for Morning Glory (Think release is scheduled for August 8th) : UXPROD-3435 - Getting issue details... STATUS Voucher export - Need permission to be able to see this option. Would like a few people to test this function. Can now export invoices to a csv file. Functionality is almost identical to how it works in the orders app. From Lisa Smith to Everyone 12:17 PM This looks good to me. MSU can help test vouchers and exporting, if needed. From Ann Crowley to Everyone 12:21 PM They just sent the message that Lotus has been released today Julie: Is there an element that captures whether that voucher has been part of an export yet? Dennis: Not at this time. I'll take that suggestion and see what's possible. Julie: Would like to be able to filter on that as well. Dennis: Please let me know if there is anything else you would want to see in the export.
:28	Finance export Demo:	Dennis	Dennis: Finance export Demo Starting with the ledger you want to export the information from. Two choices What FY What, if any, expense class information do you want to include. From Julie Brannon (she/her) to Everyone 12:29 PM For the invoices export, we'd want the "Batch group" for included too (can't recall if it was on the export demo you just shared). From Lloyd (Marmot Library Network) to Everyone 12:33 PM Is a budget another record type? Dennis: Yes. Each fund has a budget for the FY. My fund can exist in each fiscal year. From Julie Brannon (she/her) to Everyone 12:37 PM These exports are going to be very useful - excited to see this! From Lloyd (Marmot Library Network) to Everyone 12:37 PM Is there a one to one relationship between a budget and a fund or do budgets have multiple funds? Ann-Marie: Easiest way to think of it is a budget equals fund plus fiscal year. Funds have budgets for every fiscal year that you are intending to spend money from that fund. Dennis: Constraint: When you are running the report, you can't leave the page or you will lose the information. Hope to have UAT details and start testing next week.
:43	UXPROD-3256 - Getting issue details... STATUS Allow user to process invoices against previous fiscal years.	Dennis	Allow user to process invoices against previous fiscal years. Will review as a group when have a formal workflow Need a sense from the group what the priority is. Please take a look at this and provide feedback. Dung-Lan: Once we passed roll over and need to create an invoice for the previous FY, how do you envision that working? Dennis: From previous discussions, it needs to be a specific and separate action to pay against the different fiscal year. From Julie Brannon (she/her) to Everyone 01:00 PM This UXPROD received a decent amount of points during the Kiwi pointing exercise in May 2021 - it was part of the top 20, so I think we've been clear on communicating that this is important: https://folio-org.atlassian.net/wiki/display/COMMUNITY/Pointing+Results+for+Kiwi+Release I guess that pointing exercise was focused on orders rather than invoices? https://folio-org.atlassian.net/browse/UXPROD-2713

Action items

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