Present: Debbie, Jim, Roy, Suzanna, Cindy
Debbie reported on the meeting she, Cindy, & Audrey had with Ann Okerson.
Ann thinks our current fund structure works well and is in favor of our
mapping the old structure to Voyager.
Debbie & Roy discussed 4 strange expenditure class codes with Suzanna.
Debbie hoped that invoices could be collapsed in the new system before
going to Oracle, but Suzanna said she could do that now with Notis. Suzanna
and Debbie will work on this. The group needs to talk to Janet Prochownik
soon about various issues, for example, invoices that are paid with more
than 50 different funds. We can pursue the goal of reducing the number of
funds used to pay a single invoice independently of and parallel to working
on the ledgers.
We continued our discussion about how to set up the ledgers. We decided to
choose one of the less complicated ledgers (Area Studies) and set it up in
the test database. For the expenditure class codes, we can append 3
characters to the fund, either the last 3 digits of the old expenditure
class code (105) or 3 letters (mon). We will poll ASG members to see what
their preference is.
Jim will set up a meeting with Janet Prochownik for next week
Roy & Debbie will create a ledger in the test database for the Area
Collections in 2 weeks
Cindy & Jim will meet for lunch to discuss how to proceed in general
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