2023-01-31 Acquisitions Meeting notes

Owned by Heather McMillan
Jan 31, 2023

Date

Attendees

  • Aaron Neslin, Alissa Hafele, Ann Crowley, Buddy Pennington, Dennis Bridges, Dung-Lan Chen, Dwayne Swigert, Emily Robertson, Heather McMillan, Julie Stauffer, Kathleen Norton, Kimberly Pamplin, Kimberly Wiljanen, Kristin Martin, Linh Chang, Lisa Smith, Martina Schildt, Mary Moran, Masayo Uchiyama, Molly Driscoll, Nancy Pelis, Nina Stellmann, Okay Okonkwo, Peter Breternitz, Peter Sbrzesny, rmerrell, Sara Colglazier, Shannon Burke, Steve Selleck, Sven Thomsen, Sylvia Hamann, Victoria Anderson, Winter White

Agenda

  • Housekeeping -

    • Reminder:  next meeting, Friday, Feb. 3 at 9 am Eastern, "FYRO presentation" by German networks

    Business -

    • (Possibly) Discuss Implementers Topics #80 and continues (Kristin Martin André Hohmann Martina Schildt )
      • Provide comparable Invoice line to invoice navigation as POL to PO navigation.
      • Recently, I went to look at an invoice in our Chicago FOLIO instance. Our Payments unit is scanning an uploading images directly in FOLIO (so awesome!) under Links & Documents on the Invoice.  On the POL, I clicked on the Invoice Line # under "Related Invoice lines. This took me to the invoice line, but not the invoice. When on this page, it's not immediately obvious how to actually view the full invoice (and for me, get to the attached scanned image). I went under the Actions menu, to see if there was a "View Invoice" as there is on the POL to "View PO," but there was nothing. I ended up searching for the invoice to bring it up. My colleague shared with me that if you click the X by invoice line, that will close the line and bring up the invoice, but this isn't at all obvious. Could this have a more intuitive way to navigation from invoice line to invoice (and preferably similar to how it works with PO/POL)?

Discussion items

TimeItemWhoNotes
:01HousekeepingDung-Lan

  • Housekeeping -

    • Reminder:  next meeting, Friday, Feb. 3 at 9 am Eastern, "FYRO presentation" by German networks
    • Survey will be sent to out to get feedback on the Acq SIG and how to improve member experience
    • Question from group. How many people in the group are on Morning Glory?
      • 5 of the 30 on the call are on Morning Glory.
      • Kristin Martin 12:09 PM
        We are not migrating to MG, but staying on Lotus and then moving to Nolana.
      • Heather McMillan: A&M is doing the same. 
    • Question from group - Is there a place to find release notes?
    • Dennis: Have been working on the Implementers Topics. Aaron Neslin has been helping to write stores for the topics on the Implementers list. 
      • Have reviewd some with the development team. 
      • From this point on, there will be a JIRA tag created that will help track all the stories linked to the topics.  This makes it easier to build a dashboard around the topics and keep statistics. 
      • Aaron talked about how he became involved. He is spending about 5 hours a week on this as a way of taking on a bigger role assisting a PO before possibly becoming a PO. 
 :27 Implementers Topic #80 Dennis and Kristin 
    • no.80
    • Provide comparable Invoice line to invoice navigation as POL to PO navigation.
    • Recently, I went to look at an invoice in our Chicago FOLIO instance. Our Payments unit is scanning an uploading images directly in FOLIO (so awesome!) under Links & Documents on the Invoice.  On the POL, I clicked on the Invoice Line # under "Related Invoice lines. This took me to the invoice line, but not the invoice. When on this page, it's not immediately obvious how to actually view the full invoice (and for me, get to the attached scanned image). I went under the Actions menu, to see if there was a "View Invoice" as there is on the POL to "View PO," but there was nothing. I ended up searching for the invoice to bring it up. My colleague shared with me that if you click the X by invoice line, that will close the line and bring up the invoice, but this isn't at all obvious. Could this have a more intuitive way to navigation from invoice line to invoice (and preferably similar to how it works with PO/POL)?
    • Sara Colglazier (MHC/5C) 12:30 PM
      +1 to Kristin. It is very confusing. The behavior is so different from how it works in other apps
    • Pamplin, Kimberly B 12:31 PM
      +1
    • Lisa Smith, Mich State 12:31 PM
      +1 - our accounting office called me to see how this worked when we went live
    • Sara Colglazier (MHC/5C) 12:39 PM
      yes & the Invoice Number should display at the top
      • Dennis: 
:48 Implementers Topic #81Dennis: 
  • At SLUB Dresden, obsolete parameter values are currently deactivated for users to avoid their use. However, the values should still be available for evaluations or administrative tasks. It is proposed that obsolete values of parameters can be deactivated in FOLIO.
    It could be implemented, for example, by offering an "inactive" checkbox for each parameter value. The checkbox must be activated manually, to deactivate a value. 
  • Please inform André Hohmann when the topic will be discussed. 
  • Dennis: Would be nice to have a list of values users would like to deactivate. 

Andre not here so will discuss another day. 


Implementers Topic # 82Dennis
  • Picklists for country and language

  • Is it possible to use the DIN standard (ISO-639)?

    For language selection in organizations app

    The selection should only contain current (living) languages and country names as a selection option in the UI - e.g. Old English would not be used as default language for an organization

  • Kristin: There are a lot of languages on the list that are not spoken anymore. Would like the list to be more of the living languages. 
  • Dennis: Is there another list in FOLIO that does this correctly?
    • Martina: I'll need to check. 
:55Implementers Topic # 83Dennis
  • Export transaction list from Finance
  • Finance - Villanova University would like to be able to filter and export transaction details from budgets in the Finance app.
  • Dennis: He has  a few questions he will add to the page and give the people from Villanova time to answer them so we can discuss it in the next meeting. 

Action items

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