2022-09-21 CDLNZ-PT Meeting Notes

Facilitator intro

5

Gem

Updates

Test Order records (continued)

• Looked more at the payment and projections spreadsheet and tried to create a sample order based on one of those.

• Reporting codes - for now, just move some of the categories straight over. More cleanup will be needed. Just for testing purposes, uploaded codes as below (may change prior to production)

  • Reporting Code 1 - Category

  • Reporting Code 2 - CDL_Category

  • Reporting Code 4 - Tier

• Need to consider paydoc spreadsheet

Parking Lot / Overflow

Best Practice: How long to wait for collection to show in CZ vs creating local record? Inventory subteam will look and probably send to Eres for further discussion.

Vanderbilt integrated with Oracle and did a presentation on it.

For reference: Out of Office/Vacation Schedule