2023-02-07 Acquisitions Meeting notes

Date

Feb 7, 2023

Aaron Neslin, Ana Ugaz, Ann Crowley, Ann-Marie Breaux, Carol Sterenberg, Corrie Hutchinson, Daniel Huang, Dennis Bridges, Dung-Lan Chen, Dwayne Swigert, Emily Robertson, Jackie Magagnosc, Julia, Julie Brannon, Julie Stauffer, Kathleen Norton, Kimberly Pamplin, Lisa Smith, Lucinda Williams, Marica Masters, Mark Arnold, Martina Schildt, Martina Tumulla, Mary Moran, Heather McMillan, Molly Driscoll, Nancy Pelis, Nina Stellmann, Okay Okonkwo, Peter Breternitz, Peter Sbrzesny, Rhonda Fuhrmann, rmerrell, Robert Heaton, Sabrina Bayer, Sara Colglazier, Scott Perry, Shannon Burke, Steve Selleck, Sven Thomsen, Sylvia Hamann, Victoria Anderson, Winter White, wiljanen

Housekeeping -
- Next meeting - Tuesday, Feb 14 at 1 pm Eastern
- Reminder - ACQ SIG Conveners survey opens thru Feb. 14
Business -
- Order Version History UAT Overview and Results (by Dennis Bridges)
- If time permits, discuss Implementers Topics #83 and continues (Molly Driscoll )
- - No.83
    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.
    - What would be some key use cases for extracting this information?
    - Would you need transactions for only 1 budget at a time?
    - What detail from the transaction would you need (i.e. amount, budget ID, Expense class, Description, tags etc.)?

Time	Item	Who	Notes

Time

Item

Who

Notes

:00

Housekeeping

Dung-Lan

:03

Dennis

:54

Questions

Will there be a function to delete old version histories from closed orders?
- At the moment, no. This needs to be discussed more.
Will automatic edits from the system also be included in the version history?
- Essentially, yes, When you make changes to other records in the system that results in updates to the order that is captured in the version. We do need to identify what was the action that resulted in the change.