2018-06-08 Meeting notes

 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