2018-12-14 Meeting notes

2018-12-14 Meeting notes

Date

Dec 14, 2018

Attendees

  • @Martina Schildt

  • @Dennis Bridges

  • @Virginia Martin

  • Andrea Meindl

  • @Martina Schildt

  • @Martina Tumulla

  • @Bethany Greene (Deactivated)

  • @Sara Colglazier

  • @Ann Crowley

  • @Charlotte Whitt

  • Kathleen Berry

  • @VBar

  • @Ann-Marie Breaux (Deactivated)

  • Janet Ewing

  • @VBar

 

Discussion items

Item

Who

Notes

Item

Who

Notes

Minute taker?

@Bethany Greene (Deactivated)

 

Updates

@Eric Hartnett

 

 

Updated mockup of the "Receiving History” for discussion.

@Dennis Bridges and @Ann-Marie Breaux (Deactivated)

  • This area will be exclusively about viewing the history of Receiving and Check-In. Not driving workflows

  • Separate app: first pane will have search and filter, second pane will be list of pieces, once you select a piece you will get details associated with it in a third pane

  • Information about the pieces: title, issue, PO number, location, date ordered, date received

  • In third pane: piece information at the top, item details from instance record in Inventory, PO line details from Orders

  • Where to store barcode? in item record or in piece? Decided to store barcode in the piece

  • Add payment fiscal year and date paid in Invoice section of details pane

  • You don't have to have a search term, you can filter (ex. show me everything from EBSCO that we still need to receive)

  • Order Type is more like Order Format

  • Need Ongoing vs. One-Time filter

 

PO Number detail

@Ann-Marie Breaux (Deactivated)

See the discussion post: https://discuss.folio.org/t/po-numbers-allow-duplicates-or-not/2269

  • Should non-unique PO numbers be allowed? On Discuss post, nobody argued for non-unique PO numbers

  • PO numbers will be case agnostic; alphanumeric

  • PO line item limit set to 500

 

Action items