2023-07-18 Acquisitions Meeting notes
Date
Attendees
Agenda
Business -
- Open discussions for the first half of the meeting
- Implementers' Topics - #81 (André Hohmann), #95 (Corrie Hutchinson ), #96 (Molly Driscoll Josh Roberts )
- When creating a new PO or adding a new Invoice and doing an 'Organization look-up', the 'Search & filter' options not match those in the Organizations app. Â Can we update the plugins to sync the too?
UIPFO-37
- When creating a pre-set adjustment in Settings > Invoices > Adjustments, it would be great to be able to specify a default fund for an adjustment that is not pro-rated. An example would be a shipping/postage adjustment that always needs to come out of a specific postage fund. Currently there is no place to select the fund, so it must be manually applied on each invoice:
- When creating a new PO or adding a new Invoice and doing an 'Organization look-up', the 'Search & filter' options not match those in the Organizations app. Â Can we update the plugins to sync the too?
- 81 - Enabling the deactivation of obsolete parameter values
- 95 - Update Org search pluginÂ
- 96 - Add option to indicate fund on a preset, not pro-rated adjustment
Discussion items
Time | Item | Who | Notes |
---|---|---|---|
Housekeeping | Dung-Lan |
| |
 :09 | Open time |
| |
:17 | Implementers' Topics - #81 | Andre Hohmann |
Andre: After the last discussion decided we don't need it anymore for the use case we originally described, but it may be good for acquisitions methods or for closing purchase orders. Sara Colglaz: this is a good topic for the cross app group. Conversations on use cases. A story will be created and moved forard. |
:51 | Implementers' Topics #95 | Ticket is closed and set for release. | |
:52 | Implementers' Topics #96 | Add option to indicate fund on a preset, not pro-rated adjustment. Not discussed today. | |
:53 | Implementers' Topics #97 |
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