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Minute Taker?Bethany Greene

 Announcements/updates

New Discuss post about Inventory seeking feedback. There is a lengthy Google Document attached.

 
  • Inventory package sub-group met this week

Acquisitions questions/discussions

  • Canceled/closed POs discussion on Discuss
  • Updates to Search and Filter in the Vendor App
  • Discussion items related to invoices and payments
  • Connecting the PO line to Inventory - does it connect to any record type?

  • Discussion on Canceled/closed POs
    • Might be use cases for triggering different workflows for something that was canceled or ceased
    • Implementing libraries will be able to edit the reason for cancellation drop-down; will be different from library to library
    • Indicating a reason for cancellation could leverage the workflow engine
    • Needs to be differentiation between "canceled" and "closed"
    • Dennis will start conversation on Discuss about use cases for the differentiation
  • Updates to Search and Filter in the Vendor App
    • Please add thoughts about the updates on Discuss post
    • Some reorganization of information and UI updates; ERP Code moved to Summary section
    • Name changes happening:
      • ERP Code will become Accounting Code
      • Vendor Names became Alternative Names
    • Working with ERM team to see how Vendor App will work with ERM
    • Upcoming developments: more refinement of the interface
    • Dennis will post URL for Vendors App

  • Discussion items related to invoices and payments
    • Will discuss adjustments to the model next Friday
    • Build of Finance module and interface; waiting for it to be incorporated into testing environment
    • Version of Orders module coming soon

  • Connecting the PO line to Inventory - does it connect to any record type?
    • Would be nice to choose what level of Inventory "record" to attach a PO line: a package, title, etc
    • Helpful in identifying what exactly you purchased (a title on a specific platform)
    • Specific to electronic resources

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