Acquisitions Small Group Meeting Notes:  Thursday, February 20, 2020

 

 

Attending:

  • Dennis (EBSCO, Product Owner)
  • Ann-Marie (EBSCO, Co-Product Owner)
  • Susan (Chicago, Convener)
  • Scott (Chicago)
  • Steve (Colorado)
  • Julie (Chicago)
  • Ann (Cornell)
  • TAMU (which could include, but is not limited to)
    • Heather 
    • John 
    • Shannon

 

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Meeting ID: 353 648 867

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Recorded meetings are here:

https://drive.google.com/drive/folders/1QGv745JZlpUrPqrRcooQMNZ44roMPXK6

 

Agenda

  • We will not meet February 25 th or February 27 th. We will reconvene on March 3 rd .
  • Discuss capturing an explicit "date paid" for invoice data
  • Review receiving multiple piece updates
  • Discuss: Controlled vocabulary for reporting codes in invoice lines? Will tags suffice?

 

 

 

 

 

Discuss capturing an explicit "date paid" for invoice data

 

For reporting, may need to capture an explicit "date paid" for invoice data.

Could be in the invoice or vouchers and exported with the vouchers.

 

Chicago use case: To get to any metadata about a payment

 

Decide to display on the invoice. And will be captured even if you don’t use vouchers.

 

 

Review receiving multiple piece updates

 

 

 

Icon to represent the comments

Request alert is also displayed

Barcode is also displayed

Date Received

Perhaps show Location?

 

Now Able to receive multiple pieces at the same time.

 

 

 

Roll Over – will tell you if it is successful or found errors that need correcting.

 

Could you show a module/downloadable with all the order #s in it for the error report? 

 

 

Discuss: Controlled vocabulary for reporting codes in invoice lines? Will tags suffice?

 

Will be taking tags and apply them to payments and credits.

 

Tags are not a controlled vocabulary. Concerned about people using tags that were not created by an administrator.

 

No one in the group spoke up and seemed concerned.