| | | |
|---|
:02 | PC Update | Kristin Martin | Two PC meetings since last update. Eureka transition - coming in Sunflower Changes in permissions If you are interested in learning more, welcome to check out different activities in Implementer’s SIG and User Management SIG Discussing Product Council goals Jesse Koennecke working on calendar (via Google) Conversation yesterday with Oleksii Petrenko - timeline for Trillium Release cadence - two big releases per year Wildcard of Eureka - supposed to help with getting functionality out quicker - releases may become more fluid BugFest will get easier when not trying to test Okapi and Eureka Any thoughts about cadence for releases?
|
:09 | Housekeeping | Heather McMillan | |
:10 | Batch Allocations | Joe Reimers | At end of primary development cycle for Trillium release Enable allocation at ledger level and group level - not at fund level Scott Perry (UChicago) 8:12 AM
Yay. Something I lost when we moved to FOLIO three years ago. :13 walkthrough Will now see allocation tools:
Editable fields: Fund Status, Budget Status, Allocation increase/decrease (not a transfer!), Allowable encumbrance, Allowable expenditure, Transaction description, Transaction tags (can add or create new)
Recalculate - does validation If you make other changes, have to run recalculate again before save & close Will supply warning as applicable, e.g. Total allocation cannot be less than zero Save & close
Can also do offline Actions > Download allocation worksheet (CSV) DO NOT DELETE UUIDS - this is where all the matching happens Can change fund status, budget status, allocation adjustment, transaction tags, transaction descriptions Actions > Upload allocation worksheet (CSV) Drag & Drop :20 - Will do some validation on upload Has already run recalculate - Save & Close once you’ve verified it’s what you want
Batch Allocation Logs - Job name currently “Update finance data” but will be changed to something more meaningful Can download spreadsheet Do not support transfers If no budget, you can create budget as long as fiscal year exists
:24 - error/alert examples If you delete line and add incorrect line in CSV, should spit back an error and not bring it in Alert: Fund has not been changed and will not be updated
Questions? Dung-Lan - can allocate budget for future fiscal year as long as fiscal year exists? Anything in future fiscal year will be planned budget Have not changed how POs interact Can’t do anything with the money until in that new fiscal year
:29 - Scott Perry - Which release is this in? John Banionis 8:29 AM
Great new feature! Ann Crowley 8:29 AM
Looking forward to this feature! Does the logging look ok?
|
:31 | Lists app | Joe Reimers | What types of reports do you need to generate that you cannot currently generate? Lisa Smith, Mich State 8:34 AM
I'd love to be able to generate a serials projection on demand, with that would definitely need $ included How is this built? Look at what was purchased on ongoing orders the previous fiscal year. Of those titles which ones haven’t been paid in the current fiscal year, estimating remaining. Like to run every week or so to see if keeping on track or not
Scott Perry (UChicago) 8:35 AM
Unbilled ongoing orders Susanne Gill Not possible right now, but the status of claiming, in which cycle piece or item is in (1st, 2nd, 3rd, etc.) Can check if PO is active, pending, closed, but can’t get list of cancelled POs or POLs. Expense class overview in whole for fiscal year, not only for fund Inventory list with title information, money spent, accession number from the item
Scott Perry (UChicago) There are several shared github repositories from several Institutions that are for reports in this area using metadb (and others) that might be a good place to look for reports. Kristin - Workflow/new acquisitions received - trying to track throughput. Look to see per FOLIO user how much was received in a given day - helps making a case for how many staff needed, benchmarks for what is anticipated for staff to do, is a backlog being built, etc. Would be great to use something like the lists app to look back at a previous day, see everything received and who received it If you didn’t want to know who, could look at total receipts in a day just for tracking workflow Maybe set a time period (week, etc.)
Lisa Smith, Mich State 8:40 AM
Expense class + paid amounts from invoice is something else we need Serials projection where orders are not encumbered? Order - ongoing and not closed, no invoice in the current fiscal year Amount of invoice from previous FY Summary amount paid in the prior fiscal year. Composite entity type that will work with it.
Lisa Smith, Mich State 8:51 AM
I like to sort by vendor in projection spreadsheets Stuff on continuation funds with unknown future commitments - for specific title Scott Perry (UChicago) 8:52 AM
I think if you include vendor it can be included or not in the final usage. Maybe expense class(es) as well. Lisa Smith, Mich State 8:54 AM
And fund Vendor performance report Wiki link for lists app report use cases:
|
| | | |
