Exporting Orders and Importing Invoices in EDIFACT format (Thunderjet work) (UXPROD-1153)

[UXPROD-531] Export FOLIO orders in EDIFACT format Created: 25/Apr/18  Updated: 16/Sep/22  Resolved: 25/Apr/22

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Lotus (R1 2022)
Parent: Exporting Orders and Importing Invoices in EDIFACT format (Thunderjet work)

Type: New Feature Priority: P1
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Done Votes: 0
Labels: EDI, acquisitions, cornell-priority, data-import, export, orders, post-v1, round_iv
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
is cloned by UXPROD-3498 Allow user to Download or resend EDIF... Closed
Defines
is defined by MODEXPS-68 Schedule date not saving correctly Closed
is defined by MODEXPS-71 Scheduled parameters UUID is not save... Closed
is defined by MODEXPW-87 bugfest order export jobs showing "Cu... Closed
is defined by MODORDSTOR-289 Order export date not set during EDIF... Closed
is defined by MODEXPS-42 Rework scheduling approach for suppor... Closed
is defined by MODEXPS-54 Implement scheduling of the EDIFACT... Closed
is defined by MODEXPS-60 Attempting to send "schedulingDate" f... Closed
is defined by MODEXPS-62 Support filtering EDI export configs ... Closed
is defined by MODEXPS-64 Support filtering EDI jobs by user UU... Closed
is defined by MODEXPS-70 Fix issue with EDIFACT Job hour sched... Closed
is defined by MODEXPS-82 Fix issue with permissions for EDIFAC... Closed
is defined by MODEXPS-85 SFTP not working for EDIFACT export Closed
is defined by MODEXPS-90 Fix issue with permissions for EDIFAC... Closed
is defined by MODEXPW-40 Spike : Choose approach for mapping F... Closed
is defined by MODEXPW-41 Implementation : Mapping FOLIO orders... Closed
is defined by MODEXPW-42 Implement export flow Mapping FOLIO o... Closed
is defined by MODEXPW-65 Fixes and improvements for FOLIO orde... Closed
is defined by MODEXPW-68 Remaining fixes and improvements for ... Closed
is defined by MODEXPW-93 Job ID is not set correctly during ED... Closed
is defined by MODORDSTOR-267 Rename collection field name for Acqu... Closed
is defined by MODORDSTOR-274 Create export_history table, schema, API Closed
is defined by MODORDSTOR-275 Implement Kafaka consumer for EDI exp... Closed
is defined by MODORDSTOR-277 Add field "lastEDIExportDate" into PO... Closed
is defined by UIEXPMGR-28 Support filtering EDI jobs by user UU... Closed
is defined by UIEXPMGR-39 Update permissions Closed
is defined by UIOR-846 Create area Settings->Orders->Acquisi... Closed
is defined by UIOR-847 Restrict deletion of Acquisition meth... Closed
is defined by UIOR-852 Select Acquisition method from contro... Closed
is defined by UIOR-890 Do not export order lines where Manua... Closed
is defined by UIOR-903 Validate All POLs on order that is se... Closed
is defined by UIPFPOL-33 Select 'Acquisition method' filter fr... Closed
is defined by MODEXPS-37 Add a new export type Closed
is defined by MODEXPS-40 Create schema to support EDI order ex... Closed
is defined by MODEXPS-41 Refactor existing approach to store c... Closed
is defined by MODEXPW-33 Implement SFTP Upload service in the ... Closed
is defined by MODEXPW-39 Spike : Choose library for implementi... Closed
is defined by MODEXPW-96 Orders with no Account number not exp... Closed
is defined by MODORDERS-615 Define and implement CRUD Business AP... Closed
is defined by MODORDERS-620 Create Acquisition method schema and API Closed
is defined by MODORDSTOR-256 Define Acquisition method schema as ... Closed
is defined by MODORDSTOR-259 Create Acquisition method schema and API Closed
is defined by MODORDSTOR-266 Save flag "automaticExport" in the PO... Closed
is defined by STCOM-925 Strange arrow appears in select boxes... Closed
is defined by UIEXPMGR-25 Third pane view - Search and filter o... Closed
is defined by UIEXPMGR-26 Search and filter organization export... Closed
is defined by UIEXPMGR-36 Search and filter organization export... Closed
is defined by UIOR-883 Filter orders lines by export date Closed
is defined by UIOR-914 Exported date not removed when order ... Closed
is defined by UIORGS-279 Display integration configuration view Closed
is defined by UIORGS-280 Remove EDI configuration from organiz... Closed
is defined by UIPFPOL-38 Filter orders lines by export date Closed
is defined by UIORGS-295 Disable "Automatic export" when Manua... Closed
Gantt End to Start
has to be done before UXPROD-2417 Export batch vouchers based on schedu... In Refinement
Relates
relates to UXPROD-652 Metadata Record Export In Progress
relates to UXPROD-1141 Create, close, cancel, Purchase Orders Closed
relates to UXPROD-680 Import EDIFACT compatible purchase or... Draft
relates to UIOR-371 Allow user to set Acq method EDIFACT ... Closed
relates to UIORGS-269 Allow user to choose Acq method EDIFA... Closed
relates to UIORGS-270 View organization exports action Closed
relates to UIORGS-271 Create details - Organization record ... Closed
relates to UIORGS-274 View details - Organization record ca... Closed
Epic Link: Exporting Orders and Importing Invoices in EDIFACT format (Thunderjet work)
Analysis Estimate: Medium < 5 days
Front End Estimate: Medium < 5 days
Back End Estimate: XXL < 30 days
Development Team: Thunderjet
Kiwi Planning Points (DO NOT CHANGE): 72
PO Rank: 100
Rank: Chalmers (Impl Aut 2019): R3
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R5
Rank: 5Colleges (Full Jul 2021): R4
Rank: FLO (MVP Sum 2020): R4
Rank: GBV (MVP Sum 2020): R2
Rank: hbz (TBD): R4
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R3
Rank: Leipzig (Full TBD): R1
Rank: Mainz (Full TBD): R1
Rank: MI State-Lib of MI (Sum 2021): R2
Rank: TAMU (MVP Jan 2021): R4
Rank: U of AL (MVP Oct 2020): R5

 Description   

Purpose: To allow for orders to be sent/submitted by the system to designated Vendors.

High-Level Requirements:

  • Generate EDIFACT format files based on FOLIO Orders
  • Send files to specific location as specified in the Organization record
  • Restrict what orders are sent based on order data (Eg. Acquisition method)

Vendors mentioned by SMEs so far:

  • GOBI
  • Harrassowitz
  • Puvill
  • Coutts
  • Midwest

Pieces of this feature:

  • Map from FOLIO order/order line fields to the EDIFACT format - be sure to accommodate multiple funds and locations per invoice line
    • Any differences for one-time vs ongoing, or P vs E vs P/E?
  • Maybe a new field in the order for send to vendor or not
  • Files will be connected to the FTP info via the vendor
  • Naming the file
  • Sending out to vendor


 Comments   
Comment by Jenn Colt [ 20/Aug/19 ]

We were wondering if there is a simpler version of this issue that is only for the EDIFACT file creation and not the other pieces? Or would this only get done all together?

Comment by Ann-Marie Breaux (Inactive) [ 20/Aug/19 ]

Hi Jenn Colt Is there value in separating 1) the creation of the EDIFACT file and 2) then outputting the EDIFACT file? If so, we can separate this into two separate features. I think I was assuming that if you create the file, you'll also need to send it out.

Comment by Jenn Colt [ 20/Aug/19 ]

In our current system Voyager makes the files and puts them in appropriate directories but the delivery part is handled by external scripts. We have this as go live but it's not in mvp so I was wondering if smaller bits might be able to make it in.

Comment by Sharon Beltaine [ 21/Aug/19 ]

For Cornell, Ann Crowley notes that currently invoices approved, and we use the Voyager Reporter client to create a voucher for each invoice. The financial information from the voucher is how we create the electronic feed for DFA.

Cornell will modify its existing Voyager-to-DFA integration to work with FOLIO instead of using this solution. This comment is about the financial aspects of this integration only.

Comment by Ann-Marie Breaux (Inactive) [ 21/Aug/19 ]

Hi Sharon Beltaine and Ann Crowley Thanks for this info. This feature relates specifically to EDIFACT orders, not invoices. I'll add the Cornell info to UXPROD-1145 In Progress , the epic for interacting with external financial systems.

Comment by Natalya Pikulik [ 15/Jan/21 ]

Here is the list of EDI vendors for Cornell:
Berenguer
Casalini
Coutts
Harrassowitz/Print
Harrassowitz/Music
Harrassowitz/SO
Hein
AUX (also with 3 different envelope addresses)
Ebsco
Eastview
Erasmus
Midwest
Nardeccia
Yankee

Comment by Ann-Marie Breaux (Inactive) [ 15/Jan/21 ]

Hi Natalya Pikulik Could you confirm that you send EDIFACT orders to all the above vendors? In my experience, there's not many libraries trying to send EDIFACT orders to EBSCO, but many who send claims and receive claim responses and invoices.

Comment by Ann-Marie Breaux (Inactive) [ 04/Feb/21 ]

Hi Natalya Pikulik and Jenn Colt Could you confirm which vendors you do EDIFACT orders with. I'm not interested in ones that you do EDIFACT claims or invoices with. Thank you!

Comment by Jenn Colt [ 04/Feb/21 ]

Just bringing over from slack, the vendors I counted EDI orders from since the start of 2019 (keeping in mind that 2020 was weird for print):
MARY MARTIN BOOKSELLERS 3
CASALINI LIBRI 110
ERASMUS BOEKHANDEL 70
Coutts Information Services Ltd. 813
GAUNT 3
Harrassowitz E CTS 159
MIDWEST LIB 187
AMALIVRE 213
VAN SCHAIK BKS 4
YANKEE LIBRARY SERVICE 32

Comment by Khalilah Gambrell [ 24/Apr/22 ]

Hey Dennis Bridges, can this feature be closed for Lotus?

Comment by Dennis Bridges [ 25/Apr/22 ]

Testing successful in bugfest lotus. Download and re-send functionality spit to UXPROD-3498 Closed

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