2022-03-08 Acquisitions Meeting notes

Date

08 Mar 2022

Attendees

Alissa Hafele, Ann Crowley, Bethany Blankemeyer, Dennis Bridges, Dung-Lan Chen, Dwayne Swigert, Emily Robertson, Jackie Magagnosc, Jean Pajerek, Julie Stauffer, Kimberly Pamplin, Kristin Martin, Linh Chang, Lisa Maybury, Lisa Smith, Lloyd, Martina Karlsson, Martina Schildt, Masayo Uchiyama, Nancy Finn, Natalya Pikulik, Okay Okonkwo, Owen Stephens, Sabrina Bayer, Sara Colglazier, Scott Perry, Scott Stangroom, Victoria Anderson, Virginia Martin, Winter White

Agenda

Housekeeping –

Reminder - we’ll meeting this Friday, March 11

Business –

Discuss Manage Voucher Export without needing to access settings.
Searching invoices by amount - should this be done by range instead?
If time allows, continue to discuss topics on Implementer's Topics list from where we left off on Feb. 25 - Acquisitions/Resource Management implementers)

Chat:

Transcript:

Discussion items

Time	Item	Who	Notes
1 min. after	Housekeeping	Dung-Lan	Meeting this Friday, 3/11 Guest from Germany will talk to us about staff slips. Agenda will be posted as soon as finalized.
3 min. after	Allow User to Preview Batch Voucher Export Details	Dennis	Access outside of system settings where you can run exports and review previous exports. Also ability to download. Allow User to Preview Batch Voucher Export Details Example screenshots through Miro: Possible to move into Export manager, but based on use-case seems like it would make sense to have access through Invoices app. Click actions menu above result list. Will take you to full screen view where you will select which batch group. Would see all previous exports and have ability to run manual export. Would you still want to be able to see invoices while doing this? (Use of modal) No response. From Bethany Blankemeyer to Everyone 12:09 PM We don't do exports to AP in our department so I can't speak to this workflow. From Julie Brannon (she/her) to Everyone 12:09 PM Accessing this from the Action menu within Invoices makes more sense than doing it from Settings
10 min. after	Searching Invoices by Amount	Dennis	Would it make more sense to have a range filter for amount? Use case: Have invoice in hand with specific amount and want to search $120.20, etc. Will return all invoices with this amount. When searching like this, is there a use case where you are trying to find an invoice where the total in FOLIO may not be correct? From Scott Perry to Everyone 12:13 PM Or I want to see all invoices over some amount From Lloyd (Marmot Library Network) to Everyone 12:13 PM Seems like wildcards would be useful From Kimberly Wiljanen to Everyone 12:13 PM It's possible that you might know the amount but not the invoice # From Ann Crowley to Everyone 12:15 PM I don't usually search by amount often, but would find it helpful to search by fund From Julie Brannon (she/her) to Everyone 12:15 PM +1 Ann - That's listed on the Implementers Wiki page as #29 (a filter by fund code) From Peter Sbrzesny to Everyone 12:17 PM A filter by fund code would be very useful