Batch Importer (Bib/Acq)
(UXPROD-47)
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| 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: |
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| 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. |
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| 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 |
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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 ] |
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Formats of invoices: XLS, PDF, XML |
| Comment by Ann-Marie Breaux (Inactive) [ 30/Sep/19 ] |
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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? |