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2019-10-25 Meeting notes

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Date

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ItemWhoNotes
Minute taker?Kristen Wilson

Announcements/Updates

Product Council Minutes  

PC Updates

  • Unam – dev team from Mexican consortium working on fees and fines is having to reorganize their work
  • There's also a change in developers for the ERM team – half time Cornell developer can no longer participate
  • Mike Gorrell gave a presentation on technical debt, which is linked from the minutes
  • The Implementers Group is encouraging people to contribute to the Information, Tips, and Tricks pages on the wiki: Individual Apps: Information, Tips, and Tricks
  • What can RM contribute?
  • The Implementers are also working on a spreadsheet of integrations. It's more institution-focused for now, but topics may come to the SIGs as it progresses.
Fiscal Year Roll Over
  • Putting the fun in funds!
  • FYRO features are not currently marked as cap-mvp, but it makes sense to understand the process in the context of work on transactions.
  • Rollover will happen for a ledger, and in turn all of the funds in that ledger
  • Once the rollover process starts, there will be several actions available:
  • Choose the dates of the next fiscal year
  • Choose whether to restrict encumbrances and expenditures (allows spending on $0 budgets while waiting for final numbers)
  • Set the planned budget for each fund in the new FY – several options:
    • Rollover last year's allocations (or a percentage)
    • Rollover available balance
    • Set allowed encumbranc


Purchase Order Line: fields divided by format

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