2024-02-02 Acquisitions Meeting notes - POLs with un receivable items

• Housekeeping -

  • Dennis & Joe have conflict with Thunderjet team sprint planning meeting that they can only attend the first 30 mins
  • Next meeting - Tuesday, Nov. 6, at 1 pm Eastern
  • Reminder - if you have any item/topic you'd like to suggest for Acquisitions SIG meeting agenda, please feel free to reach out via Slack or bring up in our meetings

UAT for location restricted funds will run Monday - Friday next week. 

• https://folio-org.atlassian.net/wiki/x/NBxU
• There are not permissions assigned. 
• It's ensuring that the funds and locations line up. For instance, if you have a fund for rare books, you can link it to the locations of rare books without having to configure a bunch of acquisition units and permissions. 

Review options of handling POLs with un receivable items 

• Conversation related to a question brought up in slack.
• Adjusting po line status
• We are not certain how you might expect this to behave. 
• Dennis showed an example of a one time order, orders with a workflow of synchronized, which is usually a one time. 
• Order has multiple copies. One is received, one is un receivable. We had been using a receipt status of fully received and closed. Is this acceptable? Or is there a better way to do it. 
• Concern - how you pay may be effected by the receipt status of 'fully received' if you think both had been received and pay for both even though only one was received. 
• Julie: If something isn't coming and we are never going to get it, does it affect commitments against funds associated with the POL?
  • Dennis: no
  • Kristin: when the po is closed, funds are released. 
• scolglaz 8:14 AM
  This can also important for what you see in Inventory!
• Julie: Needing to know why something has happened is important. Is ok with status of partially received or incomplete status but not fully received. 
• Owen: Agrees. Trying to figure out why things don't balance out it is important to be able to see a status that indicates partially received. 
• Kristin: If I see a partially or incomplete po with a closed status, it's something I'd end up investigating. Would rather be able to update the order to reflect what we were able to get. 
• Sara points out that if you change the quantity to two and it adjusts the price that works out in some scenarios. In others, if you have a 5 volume set, and only four are published but the price stays the same, you don't want the price to be adjusted. 
• Have a synchronized order for a certain quantity and mark one of those pieces as un receivable and pay full price. It is in fact, fully received. 
• Lisa Smith, Mich State 8:33 AM
  I think using 'unreceivable' for ongoing orders only is the way I'd go.  for one-time orders, updating the POL is in line with what we've been doing.
• Will continue conversation.

PC Update

• Discussion of Data Import at PC meeting
• Lots of good links in the notes, so if interested in data import please take a look 
• https://docs.google.com/presentation/d/10dbZhcxL7nxUHOwC3AfTQJ8wyFBxz7c9/edit#slide=id.p55
• Discussion in the Acq SIG to the PC update was focused on the challenges of sustaining development efforts, encouraging contributions, and the ongoing need for financial support and strategic planning within the Folio community.