| Morning Glory Highlights | | - Lots of work going into bugfixes and enhancements
- Ramping up automated testing and leveraging manual QA testers
- User experience
- Voucher export has been pulled out of Settings and can now be initiated from the Invoices app; associated with different permissions now to separate configuration and operations
- Ability to change the instance connection on a POL; also deal with how the associated holdings/items should be treated or moved
- If there is only a holdings record, you can opt to delete it.
- Ability to create a new order from an instance record
- Major workflow upgrade, especially for those using single record import
- Can create a new PO or add the instance as a new POL to an existing order
- Usage of order templates will further streamline this process
- Instance-related fields will be locked for editing on the POL (prevents disconnection from the instance record where the workflow started)
- Integrations
- Additional mappings available for the GOBI integration
- More data points from the FOLIO PO/POL that can receive data values from GOBI
- Acquisitions units are included – can leverage the sub-account number or map from a local field
- Ability to cancel orders through EBSCONET
- Configures EBSCONET to send non-renewal info to the POL and cancel the POL as a result
- Created a ‘Cancel’ action in the UI and new permissions as well
- Cancel available on the PO and PO level
- Releases encumbrance
- New features
- Cancelling POs and POLs (see above)
- Export invoice data to CSV
- Contains data points from the invoice, vouchers, orders
- Selectable fields
- Export fund/budget data to CSV
- Initiated from the ledger
- Choose the FY
- Choose which expense classes (if any)
- Contains data from ledger, group, fund, budget, expense classes
- Export piece data to CSV
- Receiving result list
- Selectable fields
- Contains data from receiving title, orders, and piece
- Questions
- Molly asked about the new cancellation feature
- Cancel PO will update the item status to “Order closed”
- Cancel POL will not do this – Molly to file a Jira with information for Dennis and Thunderjets
- Dung-Lan asked about updating the workflow for placing requests on new acquisitions
- The introduction of TLR may help with this
- Also a feature in the backlog for creating a request from an order
- Kristin asked about whether these things were included in the release notes
- Sara asked for a way to make it more obvious when a instance connection was being broken by an edit on the POL
Dennis to make a story for further discussion |