2022-09-13 CDLNZ-PT Meeting Notes

Facilitator intro

5

Gem

Updates

10

• Conversation with UCSD

• Questions for CDL/UCSD Finance

• Sherry showed the work she, Angie, and Lisa Moske have been doing on funds. Will discuss additional needs for payments and projects on Wednesday with group.

Vendors

Team

Current status, what do we want to work on next?

Vendors are already mostly in Alma

• Codes need to be changed - Prefix would be better than postfix for CDL.

  • Remove: PRV

  • Prefix: CDL

  • Code is the best way to add to POL so it’s ideal if it’s something to remember. However, other than the prefix, CDL can decide this on when it makes sense for them.

• Codes don’t have a character limit

• Communication to group that they will be seeing Vendors

  • keep in mind analytics needs

• Prior to distribute job. Create instruction for campuses including:

  • Do not edit universal/global

  • Don’t use them for local POL purposes

  • Don’t touch the contribute button

  • Screenshot of vendor list it’ll have a checkmark

  • Screenshots of buttons that should not be pressed

  • Talk about the testing we did and that we verified codes can be changed.

• Internal documentation for creating new vendors

• Usage stats will also touch on vendors

• Eventually contact information needs to be added to vendors

• CDL: Update billing, interface, etc

Need to additional discussion of licenses.

Parking Lot / Overflow

Payment and Projections on Wednesday - specifically what are the best ways to map into Alma

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