Organizations (Vendor) management functionality that FOLIO needs to stay competitive
(UXPROD-3441)
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| Status: | In Review |
| Project: | UX Product |
| Components: | None |
| Affects versions: | None |
| Fix versions: | Quesnelia (R1 2024) | Parent: | Organizations (Vendor) management functionality that FOLIO needs to stay competitive |
| Type: | New Feature | Priority: | P3 |
| Reporter: | Joseph Reimers | Assignee: | Joseph Reimers |
| Resolution: | Unresolved | Votes: | 1 |
| Labels: | LC-priority1, SolutionArchitecture, loc | ||
| Remaining Estimate: | Not Specified | ||
| Time Spent: | Not Specified | ||
| Original estimate: | Not Specified | ||
| Attachments: |
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| Release: | Quesnelia (R1 2024) | ||||||||||||||||||||||||||||||||||||||||||||||||
| Epic Link: | Organizations (Vendor) management functionality that FOLIO needs to stay competitive | ||||||||||||||||||||||||||||||||||||||||||||||||
| Analysis Estimate: | Medium < 5 days | ||||||||||||||||||||||||||||||||||||||||||||||||
| Analysis Estimator: | Khalilah Gambrell | ||||||||||||||||||||||||||||||||||||||||||||||||
| Front End Estimate: | Medium < 5 days | ||||||||||||||||||||||||||||||||||||||||||||||||
| Front End Estimator: | Mikita Siadykh | ||||||||||||||||||||||||||||||||||||||||||||||||
| Front-End Confidence factor: | 80% | ||||||||||||||||||||||||||||||||||||||||||||||||
| Back End Estimate: | XL < 15 days | ||||||||||||||||||||||||||||||||||||||||||||||||
| Back End Estimator: | Serhii_Nosko | ||||||||||||||||||||||||||||||||||||||||||||||||
| Back-End Confidence factor: | 80% | ||||||||||||||||||||||||||||||||||||||||||||||||
| Development Team: | Thunderjet | ||||||||||||||||||||||||||||||||||||||||||||||||
| PO Rank: | 0 | ||||||||||||||||||||||||||||||||||||||||||||||||
| Description |
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Current situation or problem: Certain libraries need to store organization-specific banking and account information in the organization record, independent of the normal account information stored in an organization record. This banking information is sensitive and requires its own permissions in order to view. These permissions may be assigned to external systems via API in some instances. In scope
Out of scope Use case(s) A library uses FOLIO as its primary data store for bank account information for many of its vendors. The library needs to include this bank account information in certain vouchers and with other accounts payable activity. Banking info should include fields for Bank name, bank account number, transit/routing number, bank address, account type and notes Proposed solution/stories Links to additional info https://folio-org.atlassian.net/wiki/x/uxVU Questions |