2023-12-11 Meeting notes

Welcome/Assemble

Allowing people to join from other meetings, etc.

1-2

Announcements

Share new general information.

5

All

• Forthcoming update on ordering from NZ inventory bug (https://docs.google.com/document/d/1U89xWt2jh385wpMvl7a8P10myLWYTd1BYdDbPgRBmXs/edit#heading=h.2jdrev2t9f0z )

Topics from Slack:

Recap discussions for any follow-up or further discussion (if any).

15

All

• Changing vendors with new PO Line layout (functions that aren’t available in Edit mode)

• Weekly serial prediction pattern

• Assigning and approving invoices (Ex Libris’s “hot fix”)

SILS All Chairs BEEFS

Discuss the “Beefs” document that the SILS All Chairs has been working on.

10

Laura

Alma/Primo VE Issues and Themes

• Acquisitions data in Analytics

  • Vendors

  • POL fields

• More functionality for Update PO Lines jobs

• https://docs.google.com/spreadsheets/d/1wiW1BRDBLIt5Uj508AAWk7s8RqGhzq-VPtuB1IJdyZQ/edit?usp=sharing

Reporting Codes

• UCSB migrating to Oracle Financial Cloud and needs “category code” = format/taxability

• UCSD uses Reporting Code 1 as taxability but discontinued including format info (moved it to Reporting Code 4

• Do we need to continue “reserving” 4 and 5 for systemwide use?

We want to write a decision page “officially releasing” Reporting Code 4 and 5

• January-ish

• Show draft to CDL and ERes before publishing

• Keep this page updated: https://docs.google.com/spreadsheets/d/1x2QcqUrLUKOnYVMlQ2IheBSapZ2H3gHYsfvyo9m_AiQ/edit#gid=0

Vendor Records

Share information about how campuses are managing vendor records in Alma

15

Laura

• Migrated vendors

• Contact information

• Interfaces

• Matchpoints for campus financial systems

Parking Lot for Previous Action Items