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Terri Ann Coronel

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  1. 64 votes
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    1 comment  ·  Primo » Primo VE  ·  Admin →
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    Terri Ann Coronel supported this idea  · 
  2. 88 votes
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    Terri Ann Coronel supported this idea  · 
  3. 204 votes
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    Hi Elizabeth, Katie, and everyone,

    Thanks so much for sharing this idea!

    From what I understand, it includes two main parts:

    1. Allowing institutions to edit the list of values in various fields, with a specific example being the “Implemented Authorization Method” field.
    2. Adding more fields and making them reportable in Analytics, along with a request for a flexible mechanism to support this.

    Regarding the second point — adding a flexible mechanism is quite a complex change and could impact the timeline.

    If you can point out around three specific fields that are most important to add first, it might be easier.

    Looking forward to hearing your thoughts!

    Thanks again,

    Tamar

    Terri Ann Coronel supported this idea  · 
  4. 2 votes
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    0 comments  ·  Rialto » Ordering  ·  Admin →
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    Thank you for your suggestion. The Rialto team is reviewing this idea to determine how it might fit into our future plans. We cannot provide a timeline for these ideas, but be sure to check back often and vote for the ideas you support to receive status and comment updates.

    Best,

    Amy Copeland

    Senior Product Manager

    Terri Ann Coronel shared this idea  · 
  5. 17 votes

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  6. 3 votes
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  7. 199 votes
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    10 comments  ·  Primo » Primo VE  ·  Admin →
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    Terri Ann Coronel supported this idea  · 
  8. 32 votes

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  9. 150 votes
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  10. 213 votes
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    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.

    1. Is this understanding correct?
    2. 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

    Terri Ann Coronel supported this idea  · 
  11. 802 votes
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    Terri Ann Coronel supported this idea  · 
  12. 106 votes
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    Terri Ann Coronel supported this idea  · 
  13. 116 votes
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    Terri Ann Coronel supported this idea  · 

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