2018-06-08 Meeting notes

Minute Taker?

@Bethany Greene (Deactivated)

 Announcements/updates

New Discuss post about Inventory seeking feedback. There is a lengthy Google Document attached.

• Inventory package sub-group met this week

• Local Package Record Subgroup wiki page: https://folio-org.atlassian.net/wiki/display/MM/Local+Package+Record+Subgroup

• Local Packages in Inventory use cases Google Doc

Acquisitions questions/discussions

• Canceled/closed POs discussion on Discuss

• Updates to Search and Filter in the Vendor App

• Discussion items related to invoices and payments

• Connecting the PO line to Inventory - does it connect to any record type?

• Discussion on Canceled/closed POs

  • Might be use cases for triggering different workflows for something that was canceled or ceased

  • Implementing libraries will be able to edit the reason for cancellation drop-down; will be different from library to library

  • Indicating a reason for cancellation could leverage the workflow engine

  • Needs to be differentiation between "canceled" and "closed"

  • Dennis will start conversation on Discuss about use cases for the differentiation

    • http://folio-snapshot.aws.indexdata.com/
      
      

• Updates to Search and Filter in the Vendor App

  • Please add thoughts about the updates on Discuss post

  • Some reorganization of information and UI updates; ERP Code moved to Summary section

  • Name changes happening:

    • ERP Code will become Accounting Code

    • Vendor Names became Alternative Names

  • Working with ERM team to see how Vendor App will work with ERM

  • Upcoming developments: more refinement of the interface

  • Dennis will post URL for Vendors App
    
    

• Discussion items related to invoices and payments

  • Will discuss adjustments to the model next Friday

  • Build of Finance module and interface; waiting for it to be incorporated into testing environment

  • Version of Orders module coming soon
    
    

• Connecting the PO line to Inventory - does it connect to any record type?

  • Would be nice to choose what level of Inventory "record" to attach a PO line: a package, title, etc

  • Helpful in identifying what exactly you purchased (a title on a specific platform)

  • Specific to electronic resources