Invoice Focus Group Meeting Minutes: May 19, 2003

Present:

Julie Kaufman [chair], Suzanne Posluszny [recorder], Kayla Reichardt, Michelle Best and Joan Hendershot

Agenda

1. Procedures – what is done, what needs to be done, and how should be proceed?
2. Round Robin

1. Reviewed Invoicing Procedures Manual Outline updated by Julie Kaufman.

1. Statements
2. Renewal notice
3. Proforma invoice
4. Quotes
5. Credits

2. Round Robin

1. Michelle Best asked to be excused from the Invoice Focus Group.

Meeting adjourned @ 11:53am

Assignments

• JK – to contact GS about meeting with ACQ to confirm necessary notification for invoices included with materials.
• KR – to create an order renew report.
• KR – to contact Budget office on procedure to handle statements with discrepancies.
• JK – notified YL to update master statistics, YL & MT to modify individual invoicing statistics forms for the group members.
• JK – cleaned up outline, basic invoice producers and 12/2/02 meeting minute’s embedded procedures and distribute to the group in 3 days time.

Pending

• Regular invoice procedures

Next meeting: June 16, 2003
Location: LSM CSD
Time: 10:30am

Next recorder: Joan Hendershot
Backup recorder: Julie Kaufman