2024-10-25 Acquisitions Meeting notes

 Date

Oct 25, 2024

 Participants

Ann Crowley

Kathleen Norton

Okay Okonkwo

Daniel Welch

Kimberly Pamplin

Peter Sbrzesny

Dennis Bridges

Kimberly Smith

Sabrina Bayer

Dung-Lan Chen

Kimberly Wiljanen

Sara Colglazier

Dwayne Swigert

Lauren Seney

Susanne Gill

Jackie Magagnosc

Linh Chang

Sven Thomsen

Jamie Jesanis

Lisa Smith

Sylvia Hamann

Jean Pajerek

Lucinda Williams

Timothy Nelson

Joe Reimers

Martina Schildt

Victoria Anderson

John Banionis

Masayo Uchiyama

 

 Agenda

  • Housekeeping -

    • Reminder - "GOBI integration" related demo/show & tell is schedule for next Tuesday, Oct. 29th, at 1 pm EST

    • Reminder - US Daylight Saving Time ends Sunday, Nov. 3rd, clock moves backward for one hour

    • Both POs bot only available for the first half hour due to Sprint meeting conflict

  • Business -

    • Discuss/review topic(s) Dennis might have

  • PC Update (Kristin Martin) -

 Discussion topics

Time

Item

Presenter

Notes

Time

Item

Presenter

Notes

:02

Housekeeping

Dung-Lan

  • Reminder - "GOBI integration" related demo/show & tell is schedule for next Tuesday, Oct. 29th, at 1 pm EST

  • Reminder - US Daylight Saving Time ends Sunday, Nov. 3rd, clock moves backward for one hour

  • Both POs bot only available for the first half hour due to Sprint meeting conflict

:04

Update on integrations discussion group

Dennis Bridges

  • Update on integrations discussion group

  • Group of folks getting together to talk about acquisitions integrations that we currently have for FOLIO or are lacking in FOLIO. Have started by looking at acquisitions' workflow and looking at how organizations are using FOLIO. Outlining process that includes time. Building a value stream map, time taken for each process and between each process.

  • Two maps:

    • One for firms orders and one for ongoing

  • Two meetings left scheduled for upcoming weeks. Work on ongoing order map.

    • Potentially may need more.

  • Begin talking about ideal integrations and maybe the format for those integrations. Possibly enhancement to those integrations.

  • Hopefully come out with a list of potential features.

:14

Implementer’s Topic #152

Dennis Bridges, Martina Schildt

:31

Open Discussion - Quesnalia Encumbrances and EDIFACT orders

 

  • Sara Colglazier - Quesnalia - put invoice in. Now put in a credit. When credit is input, even though have always marked release encumbrance - created a new encumbrance.

  • Seems to be only for one-time, haven’t looked at ongoing.

  • If anyone else sees this and could report back on Slack.

  • Susanne Gill (BVB) 8:35 AM
    Does anyone one Quesnelia use EDIFACT orders?

    • No affirmative responses

  • Lisa Smith, Mich State 8:35 AM
    Is there a "recalculate" button in Quesnelia?

    • WOLFCon - thought I heard about a recalculate button to recalculate encumbrances that were not correct

  • Sara - Might be in the same place as release encumbrance in budget. As soon as this releases that went away.

  • Susanne - Recalculate budget totals - actions menu for budgets - can recalculate the total budget

  • EDIFACT orders in Quesnalia different than in Poppy

  • Kimberly Smith (MTSU) 8:40 AM
    Recalculating budget totals
    There are cases when, after deleting financial transactions like pending payments, credits, payments, and encumbrances, a library may need to recalculate the totals on the impacted budget. Budget totals are recalculated entirely based on transactions.

    1. Find the budget you want to recalculate and select it.

    2. In the Budget details window, click Actions > Recalculate budget totals.

    3. A confirmation message appears that says Budget totals have been updated based on current budget transactions.

  • From the FOLIO docs for Quesnalia

  • Sara - found that button, but issue is how it appears on the order/POL. Don’t know if recalculating the budget will impact the POL. Will look it up.

 Action items

 Decisions