CRUD for EDIFACT Invoice Field Mapping Profiles

Description

Help the user set mapping rules and profiles for dealing with incoming batch loads:

  • Create field mapping screen for invoice and invoice lines

  • Identify data elements in fields of incoming EDIFACT invoice file

  • Define mapping syntax for EDIFACT data elements mapping to FOLIO Invoice records

  • Include default field mapping profiles for vendors identified by libraries, which can be edited, duplicated, and deleted by libraries

  • Same field mapping detail options as in Inventory field mappings

    • Allow for sequential mapping (first look in this field for data, then in this field)

    • Allow for defaults

    • Allow for mappings to be created and saved as data mapping profiles

    • Apply the rules to parse the incoming data and deliver to the appropriate FOLIO loader apps, to CRUD the proper kinds of records

See Google folder: https://drive.google.com/drive/folders/1ePm2M3FcHIZFVolxD4-WX8joEc1S_iVC
with

  • Sample invoices from various vendors

  • EDItEUR documentation for monographic and subscription invoices

  • Default invoice field mapping profiles to be supplied with FOLIO

  • A syntax document (will probably need updates)

Questions:

  1. What additional documentation is needed?

  2. How much of the field identification may be handled by the EDIFACT parser, e.g. Smooks

  3. See Hein sample invoice - why < instead of +?

Note: Split from because it was too broad, and so that it could be closed in Q4 2018

Priority

Fix versions

Development Team

Folijet

Assignee

Solution Architect

Parent Field Value

None

Parent Status

None

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Checklist

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TestRail: Results

Activity

Show:
Done

Details

Reporter

PO Rank

105

Estimation Notes and Assumptions

Estimate by Ann-Marie and Folijet

Analysis Estimate

Large < 10 days

Analysis Estimator

Front End Estimate

Large < 10 days

Front End Estimator

Front-End Confidence factor

Low

Back End Estimate

XL < 15 days

Back End Estimator

Rank: FLO (MVP Sum 2020)

R4

Rank: 5Colleges (Full Jul 2021)

R1

Rank: Cornell (Full Sum 2021)

R1

Rank: Chalmers (Impl Aut 2019)

R4

Rank: GBV (MVP Sum 2020)

R2

Rank: hbz (TBD)

R2

Rank: Hungary (MVP End 2020)

R1

Rank: TAMU (MVP Jan 2021)

R1

Rank: Chicago (MVP Sum 2020)

R1

Rank: Leipzig (ERM Aut 2019)

R2

Rank: MO State (MVP June 2020)

R1

Rank: U of AL (MVP Oct 2020)

R1

Rank: Leipzig (Full TBD)

R2

Rank: Lehigh (MVP Summer 2020)

R1

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Created December 3, 2018 at 8:57 AM
Updated June 8, 2021 at 6:11 AM
Resolved April 28, 2021 at 2:49 AM
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TestRail: Runs