Interact with external financial or eProcurement systems to process payments and credit
(UXPROD-1145)
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| Status: | In Refinement |
| Project: | UX Product |
| Components: | None |
| Affects versions: | None |
| Fix versions: | None | Parent: | Interact with external financial or eProcurement systems to process payments and credit |
| Type: | New Feature | Priority: | P2 |
| Reporter: | Dennis Bridges | Assignee: | Dennis Bridges |
| Resolution: | Unresolved | Votes: | 0 |
| Labels: | acquisitions, lotus-at-risk, r1-2021-at-risk, round_iv, voucher | ||
| Remaining Estimate: | Not Specified | ||
| Time Spent: | Not Specified | ||
| Original estimate: | Not Specified | ||
| Attachments: |
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| Epic Link: | Interact with external financial or eProcurement systems to process payments and credit | ||||||||||||||||||||||||||||||||||||||||||||
| Front End Estimate: | Small < 3 days | ||||||||||||||||||||||||||||||||||||||||||||
| Front-End Confidence factor: | 30% | ||||||||||||||||||||||||||||||||||||||||||||
| Back End Estimate: | XL < 15 days | ||||||||||||||||||||||||||||||||||||||||||||
| Back-End Confidence factor: | 80% | ||||||||||||||||||||||||||||||||||||||||||||
| Estimation Notes and Assumptions: | Front end was implemented and commented out for release. Waiting for remaining backend logic | ||||||||||||||||||||||||||||||||||||||||||||
| Development Team: | Thunderjet | ||||||||||||||||||||||||||||||||||||||||||||
| Kiwi Planning Points (DO NOT CHANGE): | 5 | ||||||||||||||||||||||||||||||||||||||||||||
| PO Rank: | 87 | ||||||||||||||||||||||||||||||||||||||||||||
| PO Ranking Note: | Current workaround is to run the export manually when desired. Everything about the export file is the same but a user actually needs to trigger the export by clicking a button in settings. The frontend portion of this feature has already been contributed to FOLIO. This remaining fork is needed allow it to function correctly. | ||||||||||||||||||||||||||||||||||||||||||||
| Rank: Chicago (MVP Sum 2020): | R1 | ||||||||||||||||||||||||||||||||||||||||||||
| Rank: Cornell (Full Sum 2021): | R1 | ||||||||||||||||||||||||||||||||||||||||||||
| Rank: Duke (Full Sum 2021): | R4 | ||||||||||||||||||||||||||||||||||||||||||||
| Rank: 5Colleges (Full Jul 2021): | R2 | ||||||||||||||||||||||||||||||||||||||||||||
| Rank: GBV (MVP Sum 2020): | R1 | ||||||||||||||||||||||||||||||||||||||||||||
| Rank: TAMU (MVP Jan 2021): | R4 | ||||||||||||||||||||||||||||||||||||||||||||
| Rank: U of AL (MVP Oct 2020): | R1 | ||||||||||||||||||||||||||||||||||||||||||||
| Score: | 11 | ||||||||||||||||||||||||||||||||||||||||||||
| Showstopper for Summer 2021 Implementers?: | No | ||||||||||||||||||||||||||||||||||||||||||||
| Showstopper Comments from Summer 2021 Implementers: | [Tod from Chicago: Chicago - clearly we need to be able to get vouchers out so we can send them to the Comptroller. If we can get them out reliably through the APIs or through the LDP, it should be possible to schedule the exports outside of FOLIO.] [Response from Dennis: Thanks Tod Olson just a quick note. This only relates to the automated export of batch vouchers based on a schedule. Vouchers can currently be export manually at any time from the FOLIO invoice settings area. Currently a user need to actually go there and click the export button when they want this to happen.] | ||||||||||||||||||||||||||||||||||||||||||||
| Showstopper December 11 Meeting Summary: | As long as Chicago can hit the APIs (which Dennis says they will be able to) they are good. | ||||||||||||||||||||||||||||||||||||||||||||
| Description |
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Note: This work was split from
Description Use cases: Proposed approach: |
| Comments |
| Comment by Dennis Bridges [ 02/Dec/20 ] |
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I've added the at risk label to this feature as capacity is looking tighter than expected for R1. Also, the export can be run manually while waiting for this to be implemented. |
| Comment by Jon Miller [ 05/Dec/20 ] |
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The above mentions FTP. I'm wondering if SFTP/SSH will be supported? FTP is insecure. |
| Comment by Dennis Bridges [ 07/Dec/20 ] |
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Jon Miller Yes, the development team discussed supporting SFTP. However, this feature only covers automating the export process based on a set schedule.
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| Comment by Tod Olson [ 10/Dec/20 ] |
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Chicago - clearly we need to be able to get vouchers out so we can send them to the Comptroller. If we can get them out reliably through the APIs or through the LDP, it should be possible to schedule the exports outside of FOLIO. |
| Comment by Dennis Bridges [ 10/Dec/20 ] |
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Thanks Tod Olson just a quick note. This only relates to the automated export of batch vouchers based on a schedule. Vouchers can currently be export manually at any time from the FOLIO invoice settings area. Currently a user need to actually go there and click the export button when they want this to happen. |
| Comment by Dennis Bridges [ 22/Mar/21 ] |
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Given the available workaround and relatively low ranking for this feature the R2 2021 fixed version is being removed. This will make room for higher priority features, improvements and fixes. |
| Comment by Dennis Bridges [ 10/Jan/22 ] |
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As additional work has been identified to make
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