@Loyd Chittenden (Marmot)
Dennis: Wants to add a front end change. Regarding editing invoicing links.
|4 minutes after the hour|
Dennis: demo of Holdings
Storing holding ID in the po line so that when you go to inventory and you look at the holdings you see the connection.
Under the Acq accordion you can now see the details of the order.
There are dependencies to make this happen, and the dependences got pushed back to R3. So this function also got pushed back to R3.
Changes related to orders that Dennis would like us to participate in user testing, editing locations in an order.
If manually add pieces for receiving checked, can edit quantity in the orders app.
When creating a pol, the thing you'll notice different is when creating the po line and choosing locations, if this is connected to an instance, rather than needing to choose a location, you can select from available holdings.
|Order Renewal Integration Feedback summary. 14 minutes after the hour.|
Folio renewal integration.
It's not about creating orders, it's about updating renewals during renewal.
Allows 3rd party systems to update orders and order lines.
Wants to talk about the problems aiming to solve by allowing 3rd party systems to update order records.
Key points of feedback:
Dennis: Is there anything else to talk about? Anything not captured here?
Dennis: Things we want to update include vendor reference numbers.
43 minutes: Discussed Legacy ILS numbers.
Dennis: Is the ability to cancel certain orders and have that information sync between folio and ILS sync more important than updating folio information.
If the publisher changed, is it helpful to have that changed in the system, of just to know what was canceled.
55 minute mark in the video.
Relinking lines in EDIfact invoices.
Demo - Screen shot - ability when you import invoices through Edifact you need to be able to relink. Just implemented a way to change the link.
In image, have pol lookup in the invoice line table.
Is there any feedback on this mock up?
Each invoice line now has POL look up.
Suggestion: Use an image that indicates linking ability.