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Date

Attendees


  • Aaron NeslinMartina Schildt
    Ann CrowleyMartina Tumulla
    Carol SterenbergMasayo Uchiyama
    Corrie HutchinsonNancy Pelis
    Dennis BridgesNina Stellmann
    Dung-Lan ChenOkay Okonkwo
    Dwayne SwigertPeter Breternitz
    Emily RobertsonPeter Sbrzesny
    Heather McMillanRhonda Fuhrmann
    Jackie MagagnoscRobert Heaton
    Jean PajerekSabrina Bayer
    Joe ReimersSara Colglazier
    Julie BrannonScott Perry
    Julie StaufferShannon Burke
    Kimberly PamplinSteve Selleck
    Kimberly SmithSuzette Caneda
    Kimberly WiljanenSven Thomsen
    Linh ChangSylvia Hamann
    Lisa MayburyVictoria Anderson
    Lisa SmithWinter White
    Lucinda Williams

Agenda

  • Housekeeping -

    • Next scheduled meeting - Tuesday, April 25, at 1 pm Eastern
    • FOLIO Councils Elections nomination form - deadline has been extended to Monday,  April 24

    Business -

    • FOLIO Acquisitions Orchid Release Highlights plus possible order deletion questions  

Discussion items

TimeItemWhoNotes
Housekeeping Dung-Lan
  • Housekeeping -

    • Next scheduled meeting - Tuesday, April 25, at 1 pm Eastern
    • FOLIO Councils Elections nomination form - deadline has been extended to Monday,  April 24
 :06  FOLIO Acquisitions Orchid Release Highlights  Joe Reimers
  • Orchid Highlights
    • Joe demonstrated the changes in FOLIO. 
    • Allow user to edit the fund distribution(s) of an open order with related
      invoice(s)
      • Lisa Smith - Mich State 12:08 PM
        This is great for us, when we need to update funds on standing orders.


      • Sara Colglazier (MHC/5C)  to  Everyone 12:09 PM
        But whatever the 1st invoice was paid from/on will remain in effect, right?
        In other words, the fund change is only for going forward?

      • Dennis: Correct
    • Allow user to edit the fund distribution(s) of an open order with related invoice(s)
    • Allow user to rollover the "cash balance' of budgets
    • Display the history of edits for the order and order line
      • The information that has been changed is high lighted yellow. 
      • You will see what was changed, when, and by whom. 
    • Set default of "find or Create" holdings for orders created via API
    • Implement data consistency Piece →Item
    • Inventory browse UX refactor
  • :19 in recording: Dennis demonstrated data consistency between piece and item.
    • All changes are one way, towards the item. 
  • Martina Schildt 12:26 PM
    These are valuable improvements. Thank you!
:27Record deletionDennis
  • Questions coming from architect people that are looking into record deletions. 
  • In the past looked at some of the different workflows associated with a purchase order and what we expect to happen if someone tries to delete an item record or instance. 
  • If the status of the order is closed, should it be possible to delete those item records? Are there scenarios where you would want to delete the item records?
    • Dung-Lan - Also the payment history. 
    • Lisa Smith - Mich State 12:30 PM
      Yes - if the item was being withdrawn.


    • Sara Colglazier (MHC/5C) 12:30 PM
      Yes, +1 to Lisa and one needs to keep the Order & Invoice

    • Julie Stauffer 12:31 PM
      yes -- some items have been created in error and may want to delete for clean-up purposes regardless of PO closure
    • Kimberly Smith 12:31 PM
      We need a record to remain with the financial information.  Title, amount, vendor and date have to remain for an audit trail.
    • Jackie Magagnosc 12:31 PM
      +1 Julie. It's so easy to create a record by mistake
    • Sara: Gave an example for wanting the ability to weed, deleting the inventory and items, but wanting to keep the order record to keep the history. 
    • Lisa Smith - Mich State 12:33 PM
      Whole instance deletion ability would make clean up nice!
    • Dung-Lan Chen 12:33 PM
      Yes, to get rid of order entered by error to clean up, +1 to Julie & Lisa
    • Lisa Smith - Mich State 12:35 PM
      Yes, there would be times that we want to keep the order, but no instance.
    • At the moment, the only way to remove the link between the instance and the order is to relink the Order to something else. 
    • Need to address the order connection first, then are able to delete the Instance. 
    • Sara Colglazier (MHC/5C) 12:38 PM
      Yes, notified, get a warning message


    • Lisa Smith - Mich State 12:38 PM
      A warning would be needed for sure.

  • Dennis: There is no situation where you should be allowed to delete an Instance without removing its reference or references in the Orders Application. 
    • Group agrees. 

Action items

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