Alissa Hafele, Ann Crowley, Carol Sterenberg, Dennis Bridges, Dung-Lan Chen, Dwayne Swigert, Emily Robertson, Heather McMillan, Jackie Magagnosc, Jean Pajerek, Julie Stauffer, Kathleen Norton, Kimberly Pamplin, Kimberly Wiljanen, Kristin Martin, Lisa Maybury, Lisa Smith, Martina Karlsson, Martina Schildt, Nancy Pelis, Okay Okonkwo, Owen Stephens, Paivi Rentz, Peter Breternitz, Peter Sbrzesny, Scott Perry, Sven Thomsen, Sylvia Hamann, Valerie Cervantes, Winter White
Agenda
Current: Friday, January 13, 2023
Housekeeping -
Confirming Friday meetings schedule change
Mark your calendar - FYRO presentation by German networks planned for Friday, Feb. 3, at 9 am Eastern
Next scheduled meeting - Tuesday, Jan, 17, at 1 pm Eastern
Trying to define FOLIO terms (Product, platform......)
Demo of translations app created by Knowledgeware on 2022-01-05
Need to reconsider work for functional requirements for new FOLIO modules
Roadmap/Prioritization group still getting underway - want to take SIG conversations take-aways to that group
Onboarding Task Group will have update at the end of the month
Also discussed a new module MoD setting that provides more granularity. Concerns about having two modules with duplicated functionality. At this moment there is enough votes on the PC endorsing this.
Tests next week. starts on the 18th. Will post on the Acq channel.
:21
ability to edit fund distribution after an invoice has been paid.
Dennis
Demo's ability to edit fund distribution after an invoice has been paid.
From Owen Stephens to Everyone 08:20 AM I’m not in a position to comment on the functionality as far as meeting requirements but I do like this UI and interaction
From Julie Stauffer to Everyone 08:27 AM It would be nice to distinguish updates that are system generated versus a user edit
Dennis: We didn't have time to get that in this release, but it is planned
From Owen Stephens to Everyone 08:31 AM That would seem really helpful Like “Open Order” is going to be one as well.
What you’ve presented here is a big step forward though I think! I’m really interested to see what the UAT turns out (and whether we need to start looking at similar functionality in other modules…)
Orders app: The hover text for a cancelled purchase order or order line displays "Canceled"; however, the Reason for closure field uses the spelling "Cancelled." Please change the hover text for consistency with other field labels and values which use double "l" (Examples: "Cancellation restriction", "Cancellation description").
Dennis: Will update spelling to have two 'l'. Spelled 'cancelled' instead of 'canceled'.
From Owen Stephens to Everyone 08:49 AM Still recovering from “license” vs “license” where in the UK we spell the noun one way and the verb the other From Dung-Lan Chen to Everyone 08:49 AM Yes, being consistent is important! From Owen Stephens to Everyone 08:49 AM Licence!
no.78 Orders: Keyword search orders by instance HRID
Staff at Duke are accustomed to searching for orders based on a bibliographic record system ID. The equivalent in FOLIO is the instance HRID; however, the Orders app doesn't currently offer instance HRID as a search keyword. We're curious to know whether other institutions would find that useful as well.
Receiving and Invoices: clicking on "receive" from a POL can bring up more than one POL
At Chicago, many POs were migrated from earlier systems, so some have very long PO numbers. When clicking on "Receive" from the drop down menu from the POL, a search is initiated by the POL number to bring up the Receiving record. But the search is a keyword string, as opposed to an exact match. As a result, if the string of one POL number is contained in another POL number, this results in multiple results, which is confusing. It would be better to have an exact search to avoid confusion when trying to receive. Example video here:https://drive.google.com/file/d/1YOw9OH1FMFy6aEfzU2Fn6bbVYBewpdnL/view?usp=sharing. The number "54338" bring ups that POL for receiving but also the POL for "454338." The search for a POL to add to an invoice line has the same issues.
Lisa Smith - also see this at Michigan State. It also does this with Voucher numbers.
From Scott Perry (UChicago) to Everyone 08:58 AM This problem also impacts adding POLs to invoices
Dennis: Are there uses cases for not wanting an exact match?
From Scott Perry (UChicago) to Everyone 09:00 AM If you're entering a PO number I would normally expect the result to be exact.
From Pamplin, Kimberly B to Everyone 09:00 AM +1 to Scott
From Martina Schildt | VZG to Everyone 09:01 AM +1