Batch Importer (Bib/Acq) (UXPROD-47)

[UXPROD-674] Import Invoices in delimited format Created: 25/May/18  Updated: 28/Dec/23

Status: Draft
Project: UX Product
Components: None
Affects versions: None
Fix versions: TBD
Parent: Batch Importer (Bib/Acq)

Type: New Feature Priority: P4
Reporter: Ann-Marie Breaux (Inactive) Assignee: Ryan Taylor
Resolution: Unresolved Votes: 0
Labels: acquisitions, crossrmapps, data-import, delimited_files, invoices
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
is cloned by UXPROD-3717 Import Invoices in MARC format - DUPL... Closed
Defines
defines UXPROD-47 Batch Importer (Bib/Acq) Analysis Complete
Release: Not Scheduled
Epic Link: Batch Importer (Bib/Acq)
Analysis Estimate: Small < 3 days
Analysis Estimator: Niels Erik Nielsen
Front End Estimate: Small < 3 days
Front End Estimator: Niels Erik Nielsen
Front-End Confidence factor: Low
Back End Estimate: Medium < 5 days
Back End Estimator: Niels Erik Nielsen
Estimation Notes and Assumptions: These estimate assumes that the analysis and the logic from UXPROD-663 might be reused.

One uncertainty is, how many different delimited formats the module should expect to handle and another, whether there must be options for user configuration to support parsing different formats.
Development Team: Folijet
Kiwi Planning Points (DO NOT CHANGE): 10
PO Rank: 36.5
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R4
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): R4
Rank: Leipzig (Full TBD): R4
Rank: Leipzig (ERM Aut 2019): R4
Rank: TAMU (MVP Jan 2021): R4
Rank: U of AL (MVP Oct 2020): R5

 Description   

Note: This is based on UI input, not command line. Data Migration may take care of loading Invoice and Invoice Line data based on command line interaction with Invoice APIs.

Parse incoming invoice data in delimited files to identify relevant invoice details, package them up, and deliver to the invoices app with appropriate rules, so that invoices and invoice lines can be created.

NOTE: Still need to confirm which formats need to be supported; Excel? comma/tab-delimited?



 Comments   
Comment by Martina.Schildt [ 21/Aug/19 ]

Formats of invoices: XLS, PDF, XML
In addition:
There is an EU Directive 2014/55/EU of 16 April 2014:
From 18.04.2020, contracting authorities will be obliged to invoice amounts of above the threshold value as eInvoice and to process it. Theshold value may be more than 100.000 EUR, but for other institutions there will be no treshold value.
Definition in the law:
An invoice is electronic if it is issued, transmitted and received in a structured electronic format and the format allows the automatic and electronic processing of the invoice.
Machine readable = not readable for people without special software.
Distinction: An image file (scanned paper invoice, PDF) is not an eInvoice.
XInvoice is an XML-based semantic data model that is introduced as a standard for electronic invoices sent to public administrations in Germany. XInvoice displays the required details of an invoice in a machine-readable form. The contents are clearly described and supplemented by business rules.

Comment by Ann-Marie Breaux (Inactive) [ 30/Sep/19 ]

HI Martina.Schildt Thanks for supplying this info - to be clear, this is the invoice between the vendor and the library, not the voucher between the library system and the library's institutional financial/payment system. I think I've found some documentation on XInvoice: https://ec.europa.eu/cefdigital/wiki/display/CEFDIGITAL/European+legislation+on+eInvoicing. Do you know any European vendors who are, or will be, producing invoices in XInvoice format?

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