| 2 | Potential meeting topics | | | | (1) Need to document making order record, how to pay invoice for CDL team. Figuring out clear mapping for all payment data. Focus on Analytics Template of paydoc, etc to try to emulate in Analytics (i.e., combination of fields from Alma Invoice and Order records, etc. to see how much from Alma could be generated in preparation of the paydoc). Notes, history, and those types of aspects challenging. ACTION: Lisa M. to review to find a “more complicated” example already paid in FY23 to set up in production.
Work on POL templates and bib record templates (2) Consider writing alternate instructions for campuses if order button doesn’t appear Ticket indicates needing to be linked to negotiation license, but we have cases where no negotiation license used but saw “Order”. Next steps: preparing more examples with screenshots. Looking at examples where campuses listed in Negotiation Details (comparing with Available For settings in e-inventory). Using ASME Ebooks. ACTION: Review ticket response, campus reps explore more examples/functionality. Hold onto any screenshots, cases for week of 1/9.
Submit ticket to Ex Libris about the skip_erp setting to see how support handles the question
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