Aaron Neslin, Ann Crowley, Bob Scheier, Buddy Pennington, Carol Sterenberg, Corrie Hutchinson, Dennis Bridges, Dung-Lan Chen, Dwayne Swigert, Emily Robertson, Heather McMillan, Jackie Magagnosc, Jean Parjerek, Julie Brannon, Julie Stauffer, Kimberly Pamplin, Kimberly Wiljanen, Kristin Martin, Linh Chang, Lisa Maybury, Lisa Smith, Lucinda Williams, Mary Moran, Masayo Uchiyama, Nancy Pelis, Peter Sbrzesny, Sara Colglazier, Scott Perry, Shannon Burke, Steve Selleck, Sven Thomsen, Sylvia Hamann, Victoria Anderson
Current: Tuesday, January 3, 2023 12:00
Happy New Year 2023!
Next meeting, Tuesday, Jan. 10 at 1 pm Eastern
Mark your calendar, Jan. 27 (Friday, 9 am Eastern) German networks will present - Findings of their testing of FYRO functionality
Implementers Page - archive and desired integrations.
Dennis: A while back we created an archive for Implementers page.
Wanted to point out that all of the closed topics have been moved to the archive page. There is a link on the main topics page that links to the archive.
Also want a page for Desired Order Integrations. Members of the community can add to this page. The idea is you add a name of the service. One example was Amazon. Then add the purpose of it, why you want this integration and what specifically it would be doing. Capture who added this so they are available for questions. Add a date so we can track how long it's been on the list. Capture interested parties.
Orders: warning before opening POL with unassigned funds.
It would be nice to have a warning coming up when you want to open a POL and there is still an amount remaining to be distributed in the fund distribution. The warning could be something like: “There is still a remaining amount to be distributed. Do you really want to open this order?” There are (probably) a few use cases where opening a POL like that makes sense, but I would assume that in most cases you might just forget to assign a fund to the order. Therefore the warning would be great.
Dennis: If you don't want to encumber you don't want to add a fund code at all. If you add a fund code, there is an encumbrance.
From Lisa Smith, Mich State to Everyone 12:38 PM We sometimes create orders for gifts, and don't use a fund code or price.
From Sara Colglazier (MHC/5C) to Everyone 12:38 PM But you can have $0
Dennis: Having a warning will might be conflicting. Maybe a warning to have $0 encumbered?
Sara: Have run into cases when the fund code was not there and the order was open. Maybe more of a 'do you want to add a fund code' and you can say yes or no.
From Lisa Smith, Mich State to Everyone 12:42 PM +1 Sara
Dennis: Would it make sense that if the cost is zero, you still want a fund code?
From Lisa Smith, Mich State to Everyone 12:43 PM We would want a fund code for ongoing orders, even if est. price is $0.
From Buddy Pennington to Everyone 12:44 PM When would you get the alert? When saving the record only or when there are other interactions with it?
From Sara Colglazier (MHC/5C) to Everyone 12:45 PM I would say when you try to Open the Order
From Lisa Smith, Mich State to Everyone 12:46 PM When trying to open the order
Dennis: Preferred approach is a confirmation model when opening a po. Message "one or more pol on this order has no fund code, is that ok?' You say yes or no. If you say no, you go back and edit pol. If you say yes, the order is open.
From Sara Colglazier (MHC/5C) to Everyone 12:52 PM yes!
From Lisa Smith, Mich State to Everyone 12:53 PM Could it be a setting?
Dennis: Maybe it could be a setting that you want this message.
From Buddy Pennington to Everyone 12:54 PM A checkbox for the alert in opening purchase orders settings would provide flexibility.
From Sven Thomsen to Everyone 12:54 PM A setting would be great
Dennis: Does the message at open order satisfy your use case?
Dennis: May need to change which Friday mornings we meet. Sprint review has changed.
From Kristin Martin to Everyone 12:57 PM Maybe we should then change our every-other-week Friday schedule.