Order Integration with External Systems (Misc) (UXPROD-1580)

[UXPROD-2318] Export orders in bulk via delimited file format Created: 11/Mar/20  Updated: 11/May/22  Resolved: 30/Apr/21

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: R1 2021
Parent: Order Integration with External Systems (Misc)

Type: New Feature Priority: P3
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Done Votes: 0
Labels: acq-dev-grooming, acquisitions, r1-2021-at-risk, round_iv
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File 1-export-dropdown.png    
Issue links:
Cloners
is cloned by UXPROD-2840 Export and send orders in bulk via de... Blocked
Defines
defines UXPROD-2665 Export records from search results in... Closed
is defined by UIOR-631 Add "Export results (CSV)" action to ... Closed
is defined by UIOR-632 Allow user to select data points for ... Closed
is defined by UIOR-638 Add "Export results (CSV)" action to ... Closed
is defined by UIOR-641 Spike: make sure that Front-end data ... Closed
is defined by UIOR-645 Export orders functionality - FE appr... Closed
Gantt End to Start
has to be done after MODORDERS-466 Spike: csv-file downloading Closed
Epic Link: Order Integration with External Systems (Misc)
Development Team: Thunderjet
Report Functional Area(s):
Import and Export
PO Rank: 76.6
PO Ranking Note: Relatively new feature that is currently being discussed by the group.
Rank: Chicago (MVP Sum 2020): R2
Rank: Cornell (Full Sum 2021): R2
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R4
Rank: GBV (MVP Sum 2020): R1
Rank: hbz (TBD): R4
Rank: MI State-Lib of MI (Sum 2021): R1
Rank: TAMU (MVP Jan 2021): R4
Rank: U of AL (MVP Oct 2020): R4
Score: 13
Showstopper for Summer 2021 Implementers?: No
Showstopper December 11 Meeting Summary: Not a 'showstopper', so not discussed at meeting.

 Description   

Problem: Not all vendors support automated order integrations. In the absence of an integration these must be a way to share or communicate order information with a Vendor. Generally these are also cases where the vendor doesn't have a ordering portal where the user can "Purchase at vendor system".

Use cases:
https://folio-org.atlassian.net/wiki/display/DD/Export+Orders+to+csv

Questions:

  • Is this only for Vendors that have no other method of integration? This may be used at an account level for a Vendor that you have another integration with. Where the majority of ordering is done through the integration and others are handled in bulk.
  • Do we need to export piece information?
  • Would tags be exported in separate columns or all in one field?
  • Would other repeatable fields be exported in separate columns or all in one field?

Requirements:

https://folio-org.atlassian.net/wiki/display/DD/Export+Orders+to+csv

Order and order line data populated in a single csv file.
Export Fund and Budgets?

Must include the following data-points:
See "export to csv column" https://docs.google.com/spreadsheets/d/1F88PoSnEKD7oFnza1ZuOgzAgKnK95XOyTQzxyww3tZA/edit#gid=1408113181

Approach:

https://folio-org.atlassian.net/wiki/display/DD/Data+export+by+using+Spring+Batch

Out of Scope:
Ability to incorporate communication template for emailing this file - Functionality will be implemented for UXPROD-1129 Analysis Complete and could be leverage here or as a followup to this feature
Automated process that would allow user to identify orders for export as they are creating orders. At some interval those orders would be export and sent to the organization automatically. See UXPROD-2840 Blocked

Grooming

Export to CSV



 Comments   
Comment by Dennis Bridges [ 03/Dec/20 ]

I have added the at-risk-2021 label to this feature because we are still waiting on completion of an architecture POC for export to csv. see MODORDERS-466 Closed

Comment by Ann-Marie Breaux (Inactive) [ 27/Jan/21 ]

Hi Dennis Bridges Per the action items at the bottom of the Tech Lead notes: https://folio-org.atlassian.net/wiki/display/TLG/2021-01-20+Meeting+notes
there's UI mockups for the consolidated Export approach. Have you seen them yet? If yes, could you link to this issue? Thank you!

Comment by Dennis Bridges [ 27/Jan/21 ]

Ann-Marie Breaux I've been in contact with Vasily and we actually implemented a simpler version of export for this feature as the performance requirements were outlined on the wiki did not require us to use the spring batch approach.

There are other export features for acquisitions that will rely on this technical solution and they will be linked. Thanks!

Comment by Ann-Marie Breaux (Inactive) [ 28/Jan/21 ]

Good to know, Dennis Bridges Do you have a link to any UI mockups for the new export? I'm really confused about how it will fit with the existing apps.

Comment by Dennis Bridges [ 30/Apr/21 ]

All issue resolved and tested in bugfest-iris.

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