FOLIO Meeting Update Current spreadsheet What could, if any, run parallel? Review current rankings | @Kristin Martin @Martina Tumulla | We need to review our proposed meetings and decide which ones can run concurrently The ERM devs were meant to have a dedicated meeting, but it has been cancelled due to scheduling challenges ERM/Acq/Cross-app will have a room available with 13 slots The challenge will be making sure key people from other areas can attend as needed (e.g., Charlotte Whitt, Laura Wright, Ann-Marie Breaux) @Kristin Martin will share recommendations with the PC @Dennis Bridges: How should the sessions be formatted? @Dennis Bridges: How many people are attending? Who is attending? We're not sure It would be helpful for the moderators have a sense of numbers, areas of interest Can the planning group supply this info after the hotel deadline passes? @Martina Tumulla will ask the planning group to do this
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Invoices | @Dennis Bridges | The acquisitions small group has made some updates to the invoicing mock-ups Development has started on the back end of the app, and UX will start in sprint 63 Dennis reviewed a set of slides showing the mock-ups and describing functionality @Scott Perry : Why wouldn't the exchange rate be applied at the beginning, since the invoice will be entered in foreign currency You can enter invoice amounts in whatever currency you need to If you don't have an exchange rate at the point of invoice, it's retrieved at the point of approval This is necessary to debit funds in local currency
Heather Thoele : Can we skip the review state and go straight to approved? @Sara Colglazier : How do we support "journal vouchers?" JVs are used to exchange money between the library and other departments on campus These are often used for corrections or resources paid for by external parties but managed by the library Most people use dummy credit memos and invoices to represent money that comes into and out of external budgets It would be nice to have a better way to represent this movement of money – but it's not super high priority. The small group is talking about vouchers now – Dennis will bring this topic to them
@Virginia Martin : Can you navigate to an invoice by looking up a PO, then linking to invoice? Right now, we'll plan to have an Invoice accordion on the PO that will display summary information about the invoice. The invoice lines should also have a link back to the PO.
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