2020-07-24 Meeting notes

Announcements/update

PC Meeting 2020-07-23

Overview of Bugfest

Overview of Capacity Planning

Missouri State University's Demo

• Start with orders app
  • Several Templates
  • Save and Close
  • Add a PO line, temporarily doing "on the fly" records, cataloging waiting for export from OCLC is more functional. Historically order records would be overlayed by catalog records.
  • Not yet able to overlay, connect inventory records, use MarcCat
• Invoices app 
  • Create new invoice
  • Status as Open
  • Acquisitions units are done by libraries
  • Accounting number, (there is a bug, you have to select twice to get the correct sub-account)
  • Save and Close
  • Add an invoice line. Each invoice line can reference a specific account number as well.
  • Search by PO, can add multiple POs
  • Can make dollar adjustments by opening the invoice line.
• In orders app
  • Find order 
  • Look at receipt status
  • Choose receive
• In Receiving app
  • Click receive button 
  • Fill in campus, library, and location, will hopefully be able to fill in more with better record integration in the future
  • Click receive