Sarah Marchman
My feedback
4 results found
-
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
An error occurred while saving the comment Sarah Marchman
supported this idea
·
-
25 votesSarah Marchman
supported this idea
·
-
213 votes
Hi Elizabeth, Katie, and everyone,
Thanks so much for sharing this idea!
From what I understand, it includes two main parts:
- Allowing institutions to edit the list of values in various fields, with a specific example being the “Implemented Authorization Method” field.
- 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
Sarah Marchman
supported this idea
·
-
33 votesSarah Marchman
supported this idea
·
Thank you for following up, Tamar. I think your understanding of the request is correct and what you describe is what our library would want (a new "pending invoice balance" amount that removes the encumbrance according to the rules and moves to an expenditure after invoice approval). I think keeping a transaction as an encumbrance on an "in review" invoice would not be helpful for us; that would still mean these transactions are hard for us to understand.