Date 24 Apr 2020
Attendees Discussion items Item Who Notes Minute taker Announcements/Updates
no updates Jiras that need SIG review
See list in Jira
UXPROD-2362 Shared allocations for budgetUXPROD-2318 Export orders in bulk in delimited file formatUXPROD-1581 Receiving material without an order recordUXPROD-1129 Ability to communicate individual purchase order information to vendor with no integrationUXPROD-199 Ability to import/export fund updates via CSV file in order to bulk edit fundsUXPROD-2362
there was an issue with the limitation of tags that's why UXPROD-2362 was created: shared allocation by expense type there will be expense types: people can allocate a pool of money and can track how much money is spent by which team/expense type for each fund could be used for internal reporting, could be used for export to accounting system will appear on voucher expense types can be used by many funds expense types can be used for reporting on transaction level current state: is not yet in development, planned for Q3 2020 expense types are created in settings: planned is a name and code and "external account number extension" filtering by expense type is planned to be possible on the order it is assigned in "fund distribution" accordion; when a fund has expense types it is required to choose one from a drop-down menu it is optional to use expense types the expense type is used "within" budgets, eypense type in budget X can only spend the money allocated to that budget X in contrast: groups are intended to be more of a summary feedback: it would be good if there were an easy way to create expense types across funds at the moment this is done fund by fund in a separate accordion on the fund expense types can be active or inactive, that's why there is a status on the expense type that can be edited in the course of the fiscal year question: is it valuable to limit the expenditure per expense type by percentage? peolple do that now and like to have that limiting possibility in folio, too people would want a flag if you expend more than the limit it may not need to be a hard limit on the expense type; if we overspend, a flag is needed at the end of the year libraries can use the expense type amounts to adjust the numbers in the next year Dennis: we want to stay as flexible as possible with the expense types Michael: we the expense types we are trying to replace a hierarchy that institutions might be used to now expense types can change year over year; people can add but not delete ones that are in use plan: walk through some examples when the mock-ups are formalized limitations of expense types will be treated as a separate issue Dennis requests institutions to rank the issue in JIRA UXPROD-1129
ability to communicate individual POs mainly email, sometime as print (or sometimes fax) when not purchasing at vendor systems or via Edifact could be one-off orders, i.e. in case of rush orders would this need to be automated? in most libraries this does not need to be automated in some it does; for GBV it doesn't matter whether one-offs or bulk orders are sent automatically, but one of them should Return to Receiving discussion
Receiving examples :
Levant Pack American Political Science Association Membership See notes 2020-03-13
Chat Von Tracy Patton, MSU an alle: 02:58 PM Expense Type summaries at group level would be very useful! Von Sara Colglazier an alle: 02:58 PM I agree Von Sara Colglazier an alle: 03:15 PM right, like Martina Von scolglaz@mtholyoke.edu an alle: 03:37 PM I am really sorry I gotta leave for another Zoom ... wish I did not have to go just now ... So interesting
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