j.morrow@neu.edu
My feedback
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216 votes
Dear colleagues,
Thanks you for suggesting this idea.
After reading it carefully, my understanding is that the need is for a new “entity” which will serve as a “bridge” between encumbrance and expenditure. This bridge will be named “Pending invoices”.
Any POL which is invoiced will be disencumbered and the amount will be added to the “pending invoices balance”. When an invoice is approved, the amount should be reduced from the “pending invoices balance” and added as an expenditure.
- Is this understanding correct?
- Do you think that the definition of using this "bridge" should be in institution level, or might be different from invoice to invoice?
Please note that this is a complicated addition. We will need to define the behavior in rollover, and in any place that changes balances etc.
Thanks for your collaboration,
Tamar Fuches
Alma product team
j.morrow@neu.edu
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116 votes
Dear All,
We are reviewing this idea and would like to ask the following: Do you refer to the "License Terms" that appear on the Discovery?
Thank you,
Zohar Shemesh
Alma Product Team
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51 votesj.morrow@neu.edu
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Thanks for the suggestion, Tamar. But I agree with the colleagues advocating for just not expending an invoice until it is approved. It is especially problematic at end of fiscal year as we don't want an invoice we haven't yet approved to show as an expenditure when we do roll over.