2022-12-15 CDLNZ-PT Meeting Note

Attendees

Not attending:

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
1	Facilitator intro			Gem
2	Updates				Have sent initial funding request to Miranda/Sarah for endorsement
3	Initial List of Questions for Ex Libris Consulting				Started doc here (have put this in Parking Lot/Overflow for easy access in future notes)
4	Work on orders and maybe invoices				Notes are here.	For Now: Payment Method Configuration Only enable the “SPECIALPAYMENT” code and rename the description to “Internal Payment Record” and then set as default. In Acq Other Settings Change invoice_skip_erp to false Invoice_split_additional_charges set to true	Changes have been made in production.
5	Next Steps		5
6	Parking Lot / Overflow				Notes/Topics for Ex Libris Consulting 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