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 <<O>>  Difference Topic BosMeeting07Dec07 (r1.4 - 18 Dec 2007 - PaulMarganian)
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Multiple line Text in the Transaction's General Information needs to be formated properly          
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Multiple line Text in the Transaction's General Information needs to be formated properly In print out, muliple lines are spearated. not in edit screen.       DONE
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Create Dialog Box for confirming when a user is about to create a new Item Definition when adding/editing an Item   high      
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Create Dialog Box for confirming when a user is about to create a new Item Definition when adding/editing an Item No Dlg box, instead an "allow item def. creation" box w/ validator high     DONE

 <<O>>  Difference Topic BosMeeting07Dec07 (r1.3 - 10 Dec 2007 - PaulMarganian)
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Receipt printout should include Inv. number          
Transaction (Invoices, Receipts, etc.) printouts should include all account numbers          
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Receipt printout should include Inv. number         DONE
Transaction (Invoices, Receipts, etc.) printouts should include all account numbers     DONE   DONE
Changed:
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More format requests for Transaction printouts see Claire Chandler's specifications        
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More format requests for Transaction printouts see Claire Chandler's specifications (need to scan and attatch here)        
Changed:
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Aging Analysis report needs date range how is this date range used? high      
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Aging Analysis report needs date range turns out this request has been changed to a request for a user-defined report subtitle high DONE   DONE

 <<O>>  Difference Topic BosMeeting07Dec07 (r1.2 - 10 Dec 2007 - AmyShelton)
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--+ BOS Meeting - Dec 7, 2007

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BOS Meeting - Dec 7, 2007

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  • Amy Shelton discussed how at the end of the year, GB SDD staff will only respond to fatal errors concerning the BOS, and the BOS will eventually be taken over by some other NRAO division.
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  • Amy Shelton discussed how past the end of the calendar year, GB SDD staff will only respond to fatal errors concerning the BOS, and the BOS will most likely be taken over by some other NRAO division in the future.
Changed:
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Display Organizations in alphabetical order, by name            
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Display Organizations in alphabetical order, by name          
Changed:
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Display Warning when room is assigned to visitor for a date that is already in use            
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Display Warning when room is assigned to visitor for a date that is already in use          
Changed:
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Consult local Sys. Admins. about how to adjust printing sizes            
More specific format changes for Phone List who has these?          
Provide Phone List info as a CSV file so that Bus. Office can format info in Excel as they like          
Invoice creation from Reservations need to create Items correctly with correct charges this will take a lot of work - perhpas we should refactor the entire Rates design (PRM) high      
Display a person's type (student, employee, etc.) in reservation saves having to go to contact info          
Receipt printout should include Inv. number            
Transaction (Invoices, Receipts, etc.) printsouts should include all account numbers            
Multiple line Text in the Transaction's General Information needs to be formated properly            
More format requests for Transaction printouts see Claire Chandler's specifications            
Provide Transaction printouts as a downloadable PDF file only way to support some of the format requests          
Ensure that charge accounts entered in reservations are saved and displayed in other screens            
Investigate connection errors encountered by external visitors New Mexico Tech. students in particular have had this problem          
Create Dialog Box for confirming when a user is about to create a new Item Definition when adding/editing an Item   high        
Administrators' site should be used as default for all Site options saves the admins some work, and avoids errors          
Aging Analysis report needs date range how is this date range used? high        
Receipts: allow more then one Cash Account Like the Charge Accounts in an Int. Sale            
JE Subledger and Type columns in JE CSV need to be cut & paste into PS separately it wasn't clear to me what GB SDD can do about this?          
New field for New Mexico that describes the sub-site: AOC, VLA, etc. So admins can fine-tune reports. For reservations, could use the building, but what about transactions?          
>
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Consult local Sys. Admins. about how to adjust printing sizes          
More specific format changes for Phone List who has these?        
Provide Phone List info as a CSV file so that Bus. Office can format info in Excel as they like        
Invoice creation from Reservations need to create Items correctly with correct charges this will take a lot of work - perhaps we should refactor the entire Rates design (PRM) high      
Display a person's type (student, employee, etc.) in reservation saves having to go to contact info        
Receipt printout should include Inv. number          
Transaction (Invoices, Receipts, etc.) printouts should include all account numbers          
Multiple line Text in the Transaction's General Information needs to be formated properly          
More format requests for Transaction printouts see Claire Chandler's specifications        
Provide Transaction printouts as a downloadable PDF file only way to support some of the format requests        
Ensure that charge accounts entered in reservations are saved and displayed in other screens          
Investigate connection errors encountered by external visitors New Mexico Tech. students in particular have had this problem        
Create Dialog Box for confirming when a user is about to create a new Item Definition when adding/editing an Item   high      
Administrators' site should be used as default for all Site options saves the admins some work, and avoids errors        
Aging Analysis report needs date range how is this date range used? high      
Receipts: allow more then one Cash Account Like the Charge Accounts in an Int. Sale        
JE Subledger and Type columns in JE CSV need to be cut & paste into PS separately it wasn't clear to me what GB SDD can do about this?        
New field for New Mexico that describes the sub-site: AOC, VLA, etc. So admins can fine-tune reports. For reservations, could use the building, but what about transactions?        

 <<O>>  Difference Topic BosMeeting07Dec07 (r1.1 - 08 Dec 2007 - PaulMarganian)
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%META:TOPICINFO{author="PaulMarganian" date="1197115620" format="1.0" version="1.1"}% %META:TOPICPARENT{name="BusinessOfficeSystem"}% --+ BOS Meeting - Dec 7, 2007

Participants

  • Mike Holstine
  • Amy Shelton
  • Natti Gonzalez
  • Becky Warner
  • Paul Marganian
  • Mike McCarty
  • Christine Plumley
  • Skip Lagoyda
  • Lisa Hertz
  • Terry Lopez
  • Marie Glendenning
  • Adonica Alenjero

Summary

Natti Gonzalez came out to Green Bank the week of Dec. 3, 2007. Her and Becky Warner worked on understanding overlaps and differences in the Business Office practices of GB and New Mexico. One result was a list of their higher priority BOS requests.

At the end of this week, on Dec. 7, there was a BOS team meeting, where:

  • Natti and Becky discussed their results
  • other team members discussed their requests
  • Amy Shelton discussed how at the end of the year, GB SDD staff will only respond to fatal errors concerning the BOS, and the BOS will eventually be taken over by some other NRAO division.

Some items to note that do not involve software enhancements:

  • Natti and Becky agreed on the meaning of the dates in the reservation lodging - they all will use the meaning currently in use by GB: start date is first night, end date is checkout date. So one nights stay is two consecutive dates.
  • Becky told Bus. Office managers that they need to get together with Division Heads and construct clear guidelines on the use of charge accounts and travel.
  • New Mexico often needs to create Invoices for every member of a group. No quick easy fix for this in software - every member must be entered into the BOS.

Future Enhancement Requests

Request Details Priority In Helpdesk? In JIRA? Done?
Auto. email not needed when assigning rooms sometimes, rooms are assigned multiple times        
Display room assigned as a column in the Browse Res. screen quick way of seeing who needs a room        
Display Organizations in alphabetical order, by name            
Room Charts should show all people in room          
Display Warning when room is assigned to visitor for a date that is already in use            
Confirm that Invoices can still be made for Motel Reservations though it still might not create Items for these        
Consult local Sys. Admins. about how to adjust printing sizes            
More specific format changes for Phone List who has these?          
Provide Phone List info as a CSV file so that Bus. Office can format info in Excel as they like          
Invoice creation from Reservations need to create Items correctly with correct charges this will take a lot of work - perhpas we should refactor the entire Rates design (PRM) high      
Display a person's type (student, employee, etc.) in reservation saves having to go to contact info          
Receipt printout should include Inv. number            
Transaction (Invoices, Receipts, etc.) printsouts should include all account numbers            
Multiple line Text in the Transaction's General Information needs to be formated properly            
More format requests for Transaction printouts see Claire Chandler's specifications            
Provide Transaction printouts as a downloadable PDF file only way to support some of the format requests          
Ensure that charge accounts entered in reservations are saved and displayed in other screens            
Investigate connection errors encountered by external visitors New Mexico Tech. students in particular have had this problem          
Create Dialog Box for confirming when a user is about to create a new Item Definition when adding/editing an Item   high        
Administrators' site should be used as default for all Site options saves the admins some work, and avoids errors          
Aging Analysis report needs date range how is this date range used? high        
Receipts: allow more then one Cash Account Like the Charge Accounts in an Int. Sale            
JE Subledger and Type columns in JE CSV need to be cut & paste into PS separately it wasn't clear to me what GB SDD can do about this?          
New field for New Mexico that describes the sub-site: AOC, VLA, etc. So admins can fine-tune reports. For reservations, could use the building, but what about transactions?          

-- PaulMarganian - 08 Dec 2007


Topic BosMeeting07Dec07 . { View | Diffs | r1.4 | > | r1.3 | > | r1.2 | More }
Revision r1.1 - 08 Dec 2007 - 12:07 GMT - PaulMarganian
Revision r1.4 - 18 Dec 2007 - 04:16 GMT - PaulMarganian 		Content copyright © 1999-2007 by the contributing authors.
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