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

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

Date

Feb 2, 2024

Attendees

Agenda

  • Housekeeping 

  • Business -

    • Location-restricted funds UAT will be ready soon (@Joseph Reimers)

    • Review options of handling POLs with unreceivable items (@Dennis Bridges)

    PC Update (@Kristin Martin) -

Discussion items

Time

Item

Who

Notes

Time

Item

Who

Notes

  • 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

 :03

 

 Joe

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. 

 

:06

 

Dennis

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.

 

:36

 

Kristin

PC Update

Action items