07:59:39 horn in. Good morning, Heather good morning. everyone let's give it a couple more minutes.
07:59:49 It's only a 15 h good morning. everybody it's 9 o'clock on my clock.
08:01:03 I mean the clock on my computer, so I guess we can get started while waiting for more people to sign up.
08:01:13 I guess I can quickly just mention that the topic about physical arover is currently on our point to be talk about in 1 one of the upcoming meetings.
08:01:30 I just want to reassure that, even though I mean we have a some question posted on slack channel.
08:01:39 So the way I envisioned i'm hoping I can invite members of libraries.
08:01:48 That who has conducted a physical year from over to come, talk about their experience and share it.
08:01:56 Sharing with what they've done I myself feel like I need to do some homework, regarding this process, because in the past, in our gravity system, there's always time tons of backward and talks meaning eliza
08:02:09 prep work that we need to do to make sure before we run the script.
08:02:12 So i'm just under that kind of assumption. that's what we have to do for folio.
08:02:19 But I have done my homework. so I met so that's in the planning.
08:02:24 I just want to kind of mention and then typically if you have any other topics that you know the the implemented list that I I mentioned that that's where people can submit.
08:02:38 Unless if there's any kind of time sense to discussion, topic that we should probably for to have it sooner than you know.
08:02:48 Going through the discussion list. so just particularly if there's anyone here is new to the list.
08:02:55 You can go check out that implement a topic list and if the link is also in today's agenda under that agenda.
08:03:06 So that's all I have for all housekeeping I believe Christine Kirsten, who usually who is our representative.
08:03:21 What comes to us. give us our Pc. updates because she's part of Pc.
08:03:25 And she goes to all the meetings she indicated that she won't be able to make it today.
08:03:34 But she put the notes posted in as part of the agenda. So you can.
08:03:37 You feel free to read, and if you have a question, or maybe we can ask for to clarify later.
08:03:49 And scraping I was in a sick update yesterday, I mean Pc.
08:03:58 Council means every week on Thursday I believe and then there's once amounts there's this sick convenience
08:04:08 They recommend to join them. Just give an update to the Pc.
08:04:12 Council, and also, I guess, for all the sick convenient me to kind of keep of each other informed about what's going on with us are the sick, and it's just to understand or pay attention to things we probably shouldn't
08:04:27 know yesterday the wolf come conversation came up as is approaching the end of August's early September.
08:04:39 That's the book complaining meeting so then as I had and I had a brief conversation.
08:04:50 We are hoping that we can invite somebody from the wolf.
08:04:54 Come planning committee to come talk to us about just to help clarify some question, or just should explain, to make us like understand what exactly we are expected to do.
08:05:12 I they'll know if we can see I know perhaps Martin is part of the pointing committee.
08:05:23 I don't know. I think she may be here today I know she was on vacation.
08:05:27 Though, I don't know if you sorry didn't mean to of service on you.
08:05:35 So if you can talk today, or we can just make it on an agenda for later, if you okay, what's that?
08:05:46 So i'm I'm. not sure I haven't been part of the planning meeting this week, and I will not be at attending acquisition sick in the next week, so I know that there is a survey sent around a will be
08:06:03 centered around where everyone who has not yet provided any sessions can can do that.
08:06:11 So there is a forum where you can enter your topics and the contact person, your email address.
08:06:15 And so on for sessions that you want to do at Wolf Con this year, and I would need to check whether this already has been sent around, or whether it will be sent around.
08:06:27 This is my first day in the office sorry no no worry and That's why I didn't mean to just phone this on you.
08:06:35 I was actually writing you up Cycle Channel meeting. I know you were in the call earlier, So I guess the question I mean, I saw that form on the Wolfcomb page, and my question is is this a form that you think is sending to everybody or as
08:06:56 percentage is sick? or is there like a target audience? Who would be getting this form?
08:07:01 Or is it like going out to everybody? I wasn't sure that would be my first question, and I guess Ben, is, what do you think we can have this talk?
08:07:13 I mean the conversation in one of the meeting. that martin will be able to join and to allow her sometime to catch up with the planning community, or I don't know.
08:07:27 Yeah, absolutely. I mean, is there a Is there a deadline for submissions?
08:07:32 I had looked at the formula amended it says on the form but I would need to check on that as well.
08:07:39 I don't know danglan whether you know no I mean as far as I.
08:07:47 What I heard and asked me I didn't hear anything about deadline so that was you might.
08:07:54 But there's a wolf come page on let me like i'll find it, and post it.
08:07:59 So everybody can take a look, and I think it would make sense if, like you, as a convener, or you and Dennis both together, would submit the the topics.
08:08:12 I think everyone can can add ideas, but it would be great if like, in in one of the acquisition sick meeting, the acquisitions sake would agree on what they would like to discuss, or what they would like to do at Wolfcon instead
08:08:27 of, like everyone submitting topics, because the sessions that will be submitted need a person that will do them like a presenter.
08:08:38 Or Yeah, a moderator convener and that's Why, it's it's, I think, important to agree in this group.
08:08:43 What are we gonna do? What do we want? to do and then there needs to be one color person named that would take care that the responsible people know what they are going to do?
08:08:55 And we'll be there and so on and so forth I just post the wolfcomb page mean we key in the chat.
08:09:06 There's also let me just say look I guess So of what I wasn't sure I mean personally. I wasn't sure I mean I see some session plan or you know the the idea of there is another Google that i'll
08:09:30 find it. Yes, it was circulating with people I don't just don't know whether those are conference section.
08:09:37 And then yesterday I was talking to Dennis about, since probably not whole other people can make it to Wolfcon, depending on budget and travel and on situation.
08:09:47 So I, assuming the the electronic virtual presentation is basically unexpected.
08:10:02 Or Ip size 10 person. Because if you are in person in the on the conference side, doing a talk about other people should be able to join. or if the Pre center can can be there in person, then this has to be virtual, so I kind of want to know just this
08:10:20 is the understanding arrangement that virtual probably is going to be a big part of it.
08:10:32 Yeah, I mean, every session will be virtually available.
08:10:40 So yeah, definitely, we have. I know that we have an every room there.
08:10:48 The technical surroundings to like let's everyone be part of that. On the other hand, there will be meetings in a small group of people that will not, where there will be no no virtual possibility, because this, working group is meant to be
08:11:05 just a working group in person, so it's both but if you have like sessions, where you would like to have people come together, know what matter whether they are there or not?
08:11:16 That that will be possible, and there is a virtual conference fee.
08:11:21 I think. Yeah. Okay, Yes, So I think that's kind that helps, because, you know, if the presenter or the panel, or whoever.
08:11:34 However, we're forming some kind of presentation 2 the presenters can be there in person.
08:11:39 Then it's going to be virtual so as long as that's that's that's understanding our range.
08:11:47 So I guess we just need to know about that because it's yes, when I was at the meeting.
08:11:55 Seems like the person who is hosting the institution germ.
08:11:59 They were talking about, you know, for the authorities and space, and all that make a sounds like.
08:12:11 They encourage you as much as possible. that people to attend in person, which I understand, but in reality probably a lot of us just Won't be able to be there in person.
08:12:21 Okay, So Dennis. I guess we will wait until the forms send out to us, or and more information.
08:12:35 That was supposed to be send out, and then we can follow up with any additional question we may have.
08:12:45 And then, if you are going to be part of me, maybe you can help address any questions. We have it sound.
08:12:51 Okay, just for the next next step. Dennis: Yeah, I think we we have identified topics.
08:13:00 This is this is jogging my memory a little bit.
08:13:02 We have identified topics, and maybe even had people volunteer to own those topics.
08:13:11 Yeah, yes, you and Susan Martin had a brainstorming page put out.
08:13:18 I saw that I think it's also in our acquisition sick. I mean wiki page, and then you may not just need to take a little time as a group to review that and then it can be submitted.
08:13:32 Yes, okay, all right. So that sounds good plane for now. and I guess we can move on to what we have in the business implemented topic.
08:13:52 The first one is the video working group. The first step I want to thank.
08:13:58 And those of you who have put your name forward. Okay. gave a thumbs up willing to spare some of your time to join us.
08:14:08 Should try to identify the less of the short video that we are hoping to come up with. Dennis.
08:14:15 Do you want to say more about you? anticipate to happen?
08:14:24 Or I mean, I just want yeah, sure, I think So we have a total of, is it 6 or 7 people 7?
08:14:31 Some people, which is great and I think that's a reasonable size for a working group, and will probably send the doodle full hood, or something. because we've got to get this group a time to meet so that'll be
08:14:49 the next steps. So if you volunteered awesome, thank you.
08:14:56 Look forward to getting this project going, and I guess the working group will then report back to our application.
08:15:06 Sick about. You know the list that we identify, and then perhaps we can have a more discussion involving more people.
08:15:16 Just just to get some feedback as well, Right? Okay.
08:15:26 And then nobody. If nobody has any question, I guess we can move on to the implementers topic list, We haven't been able to get to it for a while, and if I remember correctly, with the last time we talked about we we were on
08:15:47 this list. We were somewhere around the 30 S: So: Yeah. Yes.
08:15:56 And there are a few down here that we actually ended up discussing, or they were sort of at some point.
08:16:07 So I think we are closer to 35 No.
08:16:18 And then there are a couple. I was just kind of skimming the topics, and there are a couple that I think might be.
08:16:26 I think even Kristen Martin has the topic here, so we may.
08:16:28 We may need to kind of jump over a few but I think maybe I would like to show, and just say a little something about upcoming Uat's before we get into this topics list, because I think yeah, once we get into this
08:16:48 we'll probably talking about that until the end please let me show this.
08:16:56 So do I just want to do a little quick little bit of demo today as a change of flavor.
08:17:13 So hopefully. everyone's seeing this probably in front of you now and it's not too small.
08:17:21 So there are going to be probably 3 Uat sessions coming up.
08:17:28 Just so, folks are aware. Well, they might be separated into 3 might be put together to one.
08:17:36 I'm not entirely sure yet, but it mostly will involve the fund export the invoice export.
08:17:46 This voucher export. the the way things kind of worked out here.
08:17:55 We took an approach for order export that essentially relies on the front end to export results to Csv.
08:18:10 There were these a couple of features exporting funds and budgets and exporting invoices that we've been talking about recently that could be implemented in the same way at least.
08:18:24 Initially, and they are relatively high priority they weren't prioritized for morning glory in general.
08:18:29 But our front end developers. have a had extra capacity for the last number of weeks, mostly because the work being done on the back end has been very labor intensive.
08:18:46 We've been working on exports like the edi export functionality.
08:18:50 So we had a little capacity to take on these features earlier, so we did that.
08:19:00 So i'll just show one of the one of the changes that we're we making.
08:19:08 We were making here that's front and only that i'd like to have some folks review is the the moving of invoice voucher export to a different area folio. so it still appears in settings the way it
08:19:25 always has. But there will now be a specific permission for voucher, expert, or export vouchers that gives a user access to this voucher export which is a full screen area.
08:19:44 So we're still in the invoices app here and we can select one of our That's groups, and we can see all of the exports that have happened so far.
08:19:56 We can download exports and we can run the manual export from here.
08:20:05 So we've been working on this functionality for the last little while, and it's now as you can see sort of coming together, and I can even run an export here if we want and yeah, we have another successful expert so this is really
08:20:30 the same the same functionality that you were seeing in settings but it's now gotta set a separate permission.
08:20:38 So that, like we were talking about some time ago, you no longer have to give user access to settings area where they could change Fdp details and so on.
08:20:50 They don't need to be here. to see that export information they can do it somewhere else.
08:21:04 So I just wanted to mention that this we will want to have some folks testing this, and also there will be an invoice export, an export to Csb.
08:21:19 That allows you to, and this is not developed yet we're just getting started.
08:21:23 But it's getting close and it probably won't be that long so early on in this morning.
08:21:30 Glory release. We will want to have a group of people do some testing and capture some feedback about these these features, so exporting invoices and also experting fund fund budget information.
08:21:50 So from from a voucher or sorry from the ledger you'll have export budget information, Csv.
08:21:58 So you can export all of the information related to a specific leisure for a specific fiscal year.
08:22:06 I haven't tested any of this yet but it's coming together.
08:22:11 So those things are on the rise, and wanted to mention that wanted to show a few things here.
08:22:19 And this again, just to be very clear, is is related to Morning Glory and Yeah.
08:22:29 The the Uat should be probably within a few weeks. We might want to give some time for people to just kind of decompress from bug fest because it, as usual, was pretty eventful.
08:22:40 So. Are there any questions about this? Scott looks Scott had a question about Sftt, and it's not so.
08:23:01 This change was essentially purely cosmetic. change for or voucher export.
08:23:09 At this point that's maybe unfair to say that but we still haven't done any updates to the way the vouchers are exported, so we haven't we haven't added a sftp functionality
08:23:25 to to that vote your export yet. Thanks, Dennis.
08:23:33 I think this looks great and i'm excited to see it here i'll just say that, and that progress this far, even if it doesn't have sftp yet.
08:23:45 So yeah, locally. But I love the idea. I can work with it.
08:23:48 So thank you. awesome, you know. Yeah, we have a couple more comments about exciting and about this new development.
08:23:58 So that's all good great that's great and I think maybe you know hopefully, that shows that also that these topics that are being discussed here at the implementers page.
08:24:10 Are we are getting to them, and they you know it's it's really helpful to have this feedback.
08:24:20 So if there are things that you want to see portfolio, or maybe things that you want to see change, you want to have some discussion with the group about and see if we can.
08:24:32 You know. Add those changes to the queue don't forget about these this implementer's topics page you can always add those topics here, and on that note we can start discussing some of these So I think we were
08:24:57 35. Yes, okay, So this might is maybe a quick one.
08:25:10 But the desire here, I think, is ultimately to have organizations to have the reference to the vendor that appears in the order and anywhere in the order anywhere on the invoice.
08:25:31 I believe, to make this a hyperlink yeah this is Julie I'm.
08:25:45 The one who put this up, and that's exactly it it was just a really simple, since that seems to be the the standard elsewhere in the system that you can click it.
08:25:52 And it's a low priority, but just something that would be handy.
08:25:58 Yes, I'm not sure there are there is really anything more to say about that.
08:26:19 That seems reasonable to me I think it's it's obviously possible to do, and it it does kind of follow the pattern.
08:26:29 The standard that we've been setting so the one the one thing might be in the for invoices.
08:26:41 Now there's a the organ the organization name appears in the header.
08:26:50 There show this. So you have that organization name up here I think we've heard from people before.
08:27:03 The this is difficult to see, or just not many notice this up in the header.
08:27:18 But would you be expecting that to be a hyperlink as well?
08:27:27 I haven't seen that in other apps it's just when it's in line on the detail screens.
08:27:33 But others may have opinion on that, and we had talked before about having the the vendor, the organization number code.
08:27:42 I'm sorry Yes, playing so. might want to look at those in conjunction. Where does it make sense for it to be hyperlinked where does it make sense for it to just be static text
08:28:03 Okay, there's comment. Any way to check the vendors address quickly within the invoice will be appreciated.
08:28:18 Yeah. So that would at least give you kind of a reference back.
08:28:22 So you could just click on the name and see all the details.
08:28:25 But Well, the only address information we show for the vendor is their pride.
08:28:31 Address right now, and vendor details. So there is a quick reference to the primary address, but not necessarily other addresses that you may have for that vendor.
08:28:46 I guess we have a question about the hyperlink.
08:29:27 Where would the hyperlink take you to the organization app or the vendors website?
08:29:35 I would think organization right? Yeah, that I mean as far as the folio pattern would go.
08:29:44 It would take you to the organization record in the organization's app and earlier.
08:29:51 We have another So shout out to having a code available thing.
08:30:00 Having the Co. available is beneficial in the sense that if you have a same vendor, you have different cold assigned, I mean, in our previous system.
08:30:10 We, we may use this inventor for monograph for a serial of what's on.
08:30:16 And then we have different code for this vendor for different you know material type ordering.
08:30:23 That's how we did it. but in folio since we haven't died in Ed. so we just keep using the same vendor without ignoring the different vendor file we set up previously.
08:30:38 So I think code is important will be helpful. Yes, there was actually a bullet on making that adjustment up a little higher in these implementers topics.
08:30:49 So. I think there are a few people with their hands up here.
08:30:55 Oh, Scott was first sorry. Sorry I forget to take my hand down That's okay.
08:31:07 So, Sarah. Yeah. So I was going back to the code thing.
08:31:13 So I was a quick question. If is it that the code remains stacked and I can change the name, and it won't affect anything, so to speak.
08:31:26 Do you understand what the organization? so in my mind? Yes, yes, so that that to me is even more important and even more importantly size.
08:31:40 One that done along just mentioned, which is also true. but the fact that vendors buy each other, and oftentimes you can code.
08:31:48 But then you update the name to to realize that. Oh, yes, you know, Epsco just bought them, or Proquest just caught them or clear of it.
08:31:57 Just pop them. But you keep the code because you don't want to change that on your order.
08:32:04 Yeah. and order So having that code is actually just absolutely crucial.
08:32:09 Yeah, I mean the code. I think i've have a crack double check.
08:32:17 But i'm pretty sure you can edit the code as Well, if you wanted to. that's probably less a lot less likely to happen.
08:32:24 But folio does allow it like you can. You can edit the organization code.
08:32:31 But as far as Lane goes, that makes perfect sense.
08:32:37 And there are also aliases for working organizations.
08:32:41 You can have right multiple aliases, for so there could be multiple names, which are, I think, you know, also kind of reinforces that the code is really the more more important identifier for an organization.
08:32:59 And it is just up a little higher in this document. We had a discussion The code can also be edited.
08:33:06 It's the underlying uid that's really doing the linking.
08:33:11 And so yeah, change. Okay? Well, that's good to know thanks Yeah, if you wanted to. you can change the code.
08:33:24 I I imagine this wouldn't happen often but you can and and if a name change happened you could also add aliases or alternative names that used to be called aliases.
08:33:37 Yeah to kind of manage that. But all's the same I agree. I think it makes sense that the code is also just easier to manage because it's generally going to be shorter than the name.
08:33:53 So easier to manage in the interface. Okay. So the next bullet here was actually had it by you, Sarah.
08:34:06 So please, you can speak to this little bit regarding related invoice information that appears on the purchase order. All right.
08:34:22 Now I have to i'm in a different computer with a tiny tiny screens.
08:34:28 I don't actually know I can see what it's says
08:34:31 Is it? 3637, 37. Okay. Oh, right so I think this might be the one where I was finding that the piece information just kept adding on, and you cannot tell which invoice what is related to which pieces belong to which invoice, and I wasn't sure
08:34:58 if this was just my testing environment, because I didn't yet have for example, multiple fiscal years, and then it would be obvious in some way, or but even so, for ongoing orders, where you receive many things throughout the year,
08:35:20 which do then pay each time you will want to have each invoice indicate.
08:35:29 I mean this, it should only show you that you have received the piece, that for which this invoice you pay that you the thing you paid for on this invoice was received as this piece, and not suddenly add all these pieces from other invoices and that's what it seems to
08:35:45 be doing here. Yeah, this was, I mean, implemented long, long time ago, and I think, I know that we changed.
08:36:01 We actually have changed this already. yeah, I think, Yeah, Dunlan, just mentioned in Kiwi piece.
08:36:11 The piece column no longer appears there, because also not so wonderful.
08:36:15 I mean I would actually yeah, the challenge is folio doesn't know which piece relates to what so in the short term it seemed like this was actually kind of giving you in many cases it was giving you bad information, because as you can see in
08:36:36 your screenshot here. it's a perfect example it's just showing all the pieces that relate to the first order line.
08:36:43 Okay. So in the end we have a different question, then. So, not knowing that shows up, then in Qi, it is so. I know, on the invoice.
08:36:56 There is there's a note field with the subscript we talked about in comments, or where I can put the information.
08:37:05 What the invoice is related to for ongoing orders.
08:37:08 This is really really crucial. And so, if I this is for Volume 5, then you can remember, then appear here as a static thing, not a dynamic thing from the invoice.
08:37:21 Subscription information. Yes, fine. Yeah. I think we could.
08:37:25 We could definitely add that to the display if it was valuable.
08:37:31 Yeah, add a column to display that info Yeah, in my current system. it does.
08:37:37 I have a field, and I can put that as an invoice by invoice line, even where and in my Epsco net, when you get your big annual invoice, it actually populates that with the it.
08:37:53 Has this, like former lake way of saying what volume issue from this to that, and the information, the subscription coverage period, and that then goes into my invoice line, comment, field, or whatever you want to call it, and then that displays for
08:38:08 me here. So we're talking about related yeah for ongoing orders so critical.
08:38:35 When you you Have this year after year, and you're trying to tuck or shoot, and you get a new invoice, and you're like.
08:38:41 Wait a minute for that. That volume that issue that coverage or you're you're trying to say why have I received X Y. and Z.
08:38:49 Even though we paid for it, and it's not coming in and then
08:38:55 You don't have to go out to look at the actual invoices.
08:38:58 All right there. Yeah, if we're so so maybe it's that comment, Field.
08:39:08 You mean, you think? Well, I was just looking in the in the chat, and there was.
08:39:14 And yeah, someone asked about. So this subscription info and above the common field.
08:39:18 And we did add the comment, Field to this related invoice lines information.
08:39:25 But we didn't add subscription to vote we could I guess if yeah, if it's valuable that would be this field here.
08:39:40 Subscription info, which is now editable all the time.
08:39:50 But in previous versions was not so. this would be like really valuable to find out when when invoices Edi in which Field is being populated because in the in the an episode i'm most familiar with epsco the edi
08:40:12 invoices right? because we get these ginormous. It populates.
08:40:18 What I believe in the photo case is called the subscription note, and then the subscription from, and the subscription to.
08:40:25 Now if we told it, instead of you know the subscription. note to put it, or info, or whatever it was called, to put it in the comment.
08:40:35 And then the comment showed up that's fine too as long as you the information, I can't be if i'm manually entering something that i'm fine to just copy it over to the comment field and move forward if that's
08:40:48 what's going to show up but if i'm also relying on Edi invoices.
08:40:52 Then it needs to be in line with where the ed I invoice is going to automatically put the information for me, so that it then also shows up in the Pl section, because I mean I can't have somebody sit there and go into each
08:41:16 one and copy from subscription info to comment field for hundreds and hundreds of things.
08:41:38 And we're a small place. Yeah, I agree with Lisa Smith.
08:41:41 Is it like both would be really great? like the common field could be something that I additionally add to whereas the subscription into a field.
08:41:53 Is this more? you know we're the edi information maybe populates itself?
08:41:58 Because I often put lots of other notes into into this field like we like, Do we have olive right?
08:42:07 And there's this line and I mean I can write short novels into there for really tricky things, and But I need that, and I have saved a thousands of dollars by having that information there because so years later, you get this other invoice and you're like wait a
08:42:26 minute. No, no, no, no, Is it. Is it only important in related in Voices information.
08:42:39 So we i'm just thinking now, we show this specific list of details in more than one place.
08:42:47 Actually it appears on the it appears, on the order which we just looked at are the person order line.
08:42:55 It also appears on the invoice. other related invoice lines.
08:43:05 So. would you like to see that just on the pl? or is it also helpful to see if I have these other invoices here?
08:43:19 And just confirmed, if subscription invoices.
08:43:24 What were these other invoices for? They were for volumes, whatever through whatever or the dates are.
08:43:38 So one kind, I think, for Lisa to see them both places wherever there is related in voice information.
08:43:52 Essentially I guess i'm i'm confused i'm not really sure why you would think that on the on the invoice with the invoice.
08:44:04 What you were just showing right. you had the invoice open with the invoice lines in Bimbound.
08:44:11 And why? why wouldn't it appear so this is this is actually I might have confused that a little bit.
08:44:20 So here's the invoice and invoice lines when I because this is related to a purchase orderline, and this is new functionality.
08:44:28 You probably don't art seeing in your in the version you're working in.
08:44:34 We. You select the invoice line because this is related to Po, 1, 1,051.
08:44:44 We, There was an enhancement to display, related invoice information at the bottom here.
08:44:50 So these are different invoices that are in different states. Right?
08:45:02 Some of these are well, probably in a in a real example.
08:45:05 This is a testing environment, obviously, but you would probably have all previously paid.
08:45:10 So anything that relates to pol 1 0, 0, 5 0.
08:45:17 One will show up in other related invoice lines. Once you so I guess I could go Look at one of these other ones different invoice different invoice line. And I now see you know either invoices here still So you could you can you
08:45:40 reference, the other invoices. So if this is going to identify in more detail what was purchased or what was paid for, is, maybe, I guess, a better way of saying that it seems like might be helpful to have that here also
08:46:05 so you'd have that information right on hand while you're creating or approving the environment.
08:46:18 And you would also see that information down here on the person order line. if you're looking at the pursuit of line, and maybe dating for whatever reason.
08:46:27 Yes, I think in both both cases can be really valuable and and I also go back to maybe before I was hasty, and saying we didn't need both.
08:46:41 But I think the common field also needs to be there. So so for the case that I was just thinking of where I end up.
08:46:48 So if you have an agreement an ongoing you subscription with a vendor where you've signed a a license for multiple years, and as part of that you're saying, Yes, we will not cancel during this
08:47:04 time period, and the vendor says Okay, that's great and we will raise the price year to year less.
08:47:13 And so that always goes on my notes, and and then I need to see that right, because then, when I have that overview, then I calculate, did they did.
08:47:24 They charge us their 7.5%, which they normally do.
08:47:29 Would, or did they give us the better deal of only increasing the price this year by 4 point, 5% or such a you know.
08:47:40 So this is how you you find errors you know it's not They sometimes do errors, and it costs you thousands and thousands of dollars.
08:47:47 If you don't catch them, and you would see that here because you would say, Oh, look!
08:47:51 Last year we paid X amount, and I have this comment to watch that the price increase should only be 4 point, 5%, because we have a 3 year license, and it will end in fy blah blah!
08:48:03 And so all of that needs to be there for when you are going to to deal with this.
08:48:12 Yeah, Yeah, that's totally fair. so I think i'd captured that here I was open twice.
08:48:31 Fusion. Here we go. so I think, I've captured this here the comment Field was added, under a different story, as you can see, though, in Lotus, that comment column does appear sorry Kimberly Henser and up Hi sorry I just
08:48:56 wanted to add. So we find the subscription dates really helpful because we use a lot of electronic resources, and a lot of those are access to dependent from the State to that date.
08:49:09 And they may not have volume information I did say we could probably find a workaround to put import those dates into the common or elsewhere, and I don't necessarily want to crowd that whole area.
08:49:21 But if the subscription to and from dates could be seen there, that would be really helpful.
08:49:29 Yeah, I mean they could definitely be shown, because it is starting to get a little long.
08:49:41 This list, but I think it makes sense to it's information you need to add it and to find better ways to display it in the future.
08:50:00 And this yeah, maybe be conditional on the type of Po L.
08:50:09 So i'm not even sure that would be possible. but maybe subscription dates would only be shown if the pol was for a subscription.
08:50:27 Or if there are subscription, dates any subscription days, the column one display, I think that would be good, if that's possible, to do.
08:50:47 That, let me see, is is one of these dates more important than the other.
08:50:51 The start versus the end. Do they both need to be shown?
08:50:59 Think, both because we might, you know, usually we have a subscription period that lasts a year, but sometimes in rare cases it's 3 years, or it could be different.
08:51:08 Okay, i'm actually gonna add this note here as Well, because we guys.
08:51:28 I just want to quick a jumping. I want to clarify something else.
08:51:31 But of regarding here a subscription, start and day sometimes it may not be start end there. You could be a volume 6 of the standing order you're receiving.
08:51:43 So you know it's ongoing so sometimes it's not always have start and day.
08:51:52 Sometimes it's conveying which piece of the standing order you received, and then that way you can No, are you.
08:52:00 What do you have to receive self that's more of like a comment like that?
08:52:06 You receive on 6, and then next month, you receive bound 7 so that's where you wanted to be able to see I pass it off.
08:52:21 And also earlier, I was adding, That piece is calling information.
08:52:24 I see the pieces column. I just double check just because I just want to make sure I don't give rowing push.
08:52:31 So currently I'm we are in kiwi halfics, too.
08:52:35 So under purchase order on the bottom, you can see related.
08:52:41 Invoice if you have more than one you all display under there.
08:52:46 I don't have pieces column there however, if I go into that order line, and then you know there's also a reason.
08:52:59 Invoice underneath that I mean a nice screen under that particular po l.
08:53:03 2 and the pieces column is there, Dennis? I just want to clarify the case.
08:53:09 I was Miss Mixing conflated something else so I don't want to keep wrong information.
08:53:19 So that's what I want to click when you're looking at the pol. you're still seeing pieces.
08:53:26 Yes, the yes, when i'm looking at the pl l the very bottom is the related invoys.
08:53:31 The last column is pieces, is there? I mean, is there?
08:53:36 So this must have that must have changed it might have been part of a hobby's release.
08:53:45 I doubt it I can't remember offhand but if you're running kiwi.
08:53:48 Maybe it's just a not the latest version of keeping the okay or this, that cleanup might have happened just after the release and had us gone. and and I don't have common fields.
08:54:08 That's you show us on your screen. yeah those I think they were they were.
08:54:13 It was replaced by a comment. The comment, Field. Oh, okay, I don't remember this story exactly, but I pretty sure that peace was.
08:54:23 The piece column has removed the common field, replaced it.
08:54:26 Okay, So it's force coming when we get to the topics right?
08:54:32 Yes, I and i'd have to check if it and if it ended up being released.
08:54:37 All of it ended up being released in Kiwi. Or some of this may just be for lotus like this comment field here, Maybe for us.
08:54:49 Yeah, okay, The next bullet here Well, I don't want to move on.
08:55:01 If other folks have comments just to summarize, maybe I should summarize.
08:55:07 So my understanding here was partly because peace information is no longer available.
08:55:16 It's good to have a comment field it's important to have the comment field.
08:55:20 But we would also want to see subscription. info if it's available in both of these places.
08:55:29 So if we're looking at related invoice on the pol or we're looking at other related invoices on the invoice line, it would be hard to have that in addition ideally, we would have the subscription dates
08:55:49 as well, appearing there. So the 2 and the from dates are the start and the end dates.
08:55:56 I think sounds right everyone has it's answer sorry yeah just interested in clarifying when we're talking about the subscription dates here.
08:56:12 We're looking at the invoice, but talking about subscription dates from the order or from the invoice on the invoice.
08:56:24 City, Yeah, and just to I don't know whether this helps at all, Dennis.
08:56:31 But in situations where we've other applications where we've run out of space, especially for things that don't always display.
08:56:41 We've ended up combining multiple pieces of information in a single cell, and my kind of guiding prince on this has been. if we're not expecting to have to sort by that column, then it's probably and we don't expect the information to
08:56:59 be too extensive. Then it's probably okay to combine because it's not going to be sortable.
08:57:07 Then it doesn't really matter if if that cell contains multiple pieces of information whether that's great rule i'm not sure but that's that's the kind of rule in my head that i've been following where we've
08:57:18 combined multiple pieces of equation, and especially where you have kind of things like.
08:57:25 Obviously not not all invoices will have subscription information that most won't
08:57:31 Then putting it into a cell with some other information is the way that we've tackled that in open access and agreements.
08:57:39 Is that yeah, where's the specific example of that that I could share.
08:57:44 Let I mean so 2 I can give you 2. but perhaps I think notes is one
08:57:55 The note up, I think. Does this but let me can I share my screen a moment, and i'll show you in the last
08:58:11 The So yeah here. So you can see like yeah we've got 4 fields that we combine here that all kind of essentially sum up to describe description.
08:58:36 The charge in different ways. There is a specific description field which is textual, but there are also a number of other things that generally describe the charge.
08:58:46 What it's for We slip the status in there to just save an extra column on the scroll.
08:58:55 Basically we're going to do some more work on this we're going to combine the amount and currency into one cell as well, because that makes sense.
08:59:05 But yeah, you get the idea interesting. Yeah, i'm away next week.
08:59:12 But we want to look at if you want to look at any other examples. Gill and I could talk to you about it in the week after he's in 2 weeks time.
08:59:22 Yeah, i'm gonna make a note here that Yeah our next Friday meetings.
08:59:35 2 is from today. Oh, you can times So that might.
08:59:50 So I mean, it makes perfect sense to me that we would combine.
08:59:53 Subscription dates into one calm, probably but there's probably opportunity to condense some of these I'm just I'm.
09:00:09 Mostly thinking of the actual in boys's lines which has gotten very long.
09:00:15 There might be some opportunity here that we we should maybe take a minute to review as a group.
09:00:25 Our Eddie, our absco media, invoice for renewal.
09:00:29 Invoice that that field is very long conveying the you know what you're paying for this line.
09:00:37 You know, know. Usually it's begin and they or picking and volume, our issue.
09:00:43 That's a long field I can probably finish this note after I'm just realizing we're at time here, and this is probably good timing, because the next bullet was added by Kristen Martin and we I have a feeling
09:01:07 there's gonna be some discussion here. so it's about instance. matching kind of reviews how we're doing this.
09:01:17 Now we did add a setting to turn this off, but we were gonna come back to discussing how instances are matched to purchase order lines.
09:01:27 When when that is done automatically, and talk a little bit about how the group would want to see that improved or enhanced.
09:01:36 So this is probably a good place to stop anyways because I don't think she's here today.
09:01:43 Yes, and I guess we'll we'll take this up on Tuesday.
09:01:50 Okay, You want to do the 2 over on the next one.