POs for Services Database

Owned by
Tomohisa Kusano
Last updated: Sept 04, 2014 by
Lucina Mays
1 min read

Questions based on the spec + the sample spreadsheet:

  • The spreadsheet has "changes" flag, which is not in spec. Do we care?
    • Same as "negotiated terms" - use "negotiated terms" label
  • "Report" sorting order - What do we sort on (default)? Do we need to arbitrary sort?
    • Sort by "Date Received"
    • Criteria changes:
      • Wants ability to sort by recharge vs. non-recharge facilities
      • Based on type of information requested to provide: "Who are top 5 external entities who we do PO's for?" Would want ability to sort by external entity and amount
  • Do we want to track multiple charges within a single PO?
    • (assuming "increase" "decrease" are related to "original quote")
      Do we want to track original quote? We can automatically set flags accordingly if there are numbers to compare.
  • Do we need MTD / YTD column in each row (as opposed to 1 at bottom (or top) of report)?
    • OK
  • I see Rec'd = 6/4 and Sent = 9/4 in August tab... why? Do we need an additional field to specify "August" for this record?
    • Department's are late sending stuff - i.e. processed internally in July but not forwarded til August
    • Month tab indicates "when received" 
    • Would like to see what MTD (date received) and YTD totals are
  • Has a need to keep pdf files received
  • Would like to be able to upload data from past 5 years (typical threshold for historical archives)