2018-09-14 Meeting notes

Owned by Kristin Martin
Last updated: Sep 30, 2018

Date

Attendees


Discussion items

ItemWhoNotes
Minute taker?

 Updates/Announcements

  • Should we hold a meeting next week, Friday Sept. 21?
Kristin Martin

No Developers/mini-WOLFcon meeting in December. Meeting will be rescheduled at some point, likely in March, likely still in Chicago.

Kristin Martin began the meeting at 8:30 am, EST.

Report from the Product Council.  WOLFcon that was scheduled for December 2018 is being moved. Probably to March 2019.  It may be held in Chicago. There is an agenda building working group. They are still seeking volunteers. If you are interested contact Kristin.

Kristin is not able to lead a meeting on September 21.  The meeting is cancelled.

Acquisitions review

  • Discuss the format for PO Number and POL Number (15min)
  • Discuss the format for Invoice Number, Invoice Line Number (5min)
  • Update on Hardcoded lists (10min)
  • Discuss the creation of containers in inventory based on PO Line (30min)
Dennis Bridges

Dennis Bridges covered info related to the Acquisitions app.

Review requirements.  Hard coded lists.  Some progress on controlled vocabularies

Discussed purchase order.  Purchase order number formats. Important to understand formats for purchase order lines and funds.

Reviewed hard coded (locally controlled) list values

Focused on purchase order number and purchase order line format

Purchase order number will be 5 digits min, 16 digits max, alpha numeric, not case sensitive

Migration for purchase order numbers? yes

PO numbers are auto generated.  Discussion ensued about PO migration/PO matching for EDI, various match points with PO number being primary match point

PO numbers may be generated in sequence, auto generated, or generated randomly.

 

Invoice numbers- Characters and numbers, compatible with EDI, up to 35 characters, will auto generate invoice lines

Discussion ensued about various formats for vendor invoice numbers

There will be a duplicate check for vendor invoice number.  The recommendation is that If an invoice number has been used in the past then it will flag as a duplicate and ask for confirmation before the invoice approves.

Creating containers (ID records in inventory)

Discussion of format for PO link that creates the container, use of containers as a way to generate a records for items that are not needed in inventory (services or equipment?)

How does container impact ordering and receiving?

Next meeting will be held on Friday, September 28.

Action items

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