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    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
    <description>This file is an XML representation of an issue</description>
    <language>en-us</language>    <build-info>
        <version>1001.0.0-SNAPSHOT</version>
        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
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<item>
            <title>[UXPROD-2417] Export batch vouchers based on schedule settings </title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-2417</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;Note: This work was split from 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-2297&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-2297&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Part 2 - Export Library Accounting vouchers (Create Batch and Upload to ftp)&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-2297
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 as priority was given in Q2 2020, to the ability to export batch vouchers manually and have them upload to an FTP server.&lt;/p&gt;

&lt;p&gt;Description&lt;br/&gt;
Overview: Financial summaries of approved invoices that can be sent to the external accounting system for payment.&lt;/p&gt;

&lt;p&gt;Use cases:&lt;br/&gt;
Librarian wants batch voucher created automatically at a set time each day/week/month.&lt;br/&gt;
Librarian does not need to supervise the creation of the batch file or approve it etc.&lt;br/&gt;
Accounting system is configured to retrieve voucher information from ftp server at a certain time each day for payments to be processed the following day. In order to be sure the information will be there librarian wants the batch exports created on a timer.&lt;/p&gt;

&lt;p&gt;Proposed approach: &lt;br/&gt;
Each bach group will have its own schedule settings&lt;br/&gt;
Export will run automatically at that time and file will upload to server if ftp details are configured&lt;/p&gt;</description>
                <environment></environment>
        <key id="13618">UXPROD-2417</key>
            <summary>Export batch vouchers based on schedule settings </summary>
                <type id="10002" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium">New Feature</type>
                            <parent id="13684">UXPROD-1145</parent>
                                    <priority id="10001" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p2.svg">P2</priority>
                        <status id="10007" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/generic.png" description="Issue is better defined and ready for the development team to review and to estimate issue. Not ready for development to begin implementation. Issue may need to be further refined. The issue is currently being worked on by team (PO and/or dev). (Migrated on 4 Feb 2024 13:41 UTC)">In Refinement</status>
                    <statusCategory id="4" key="indeterminate" colorName="yellow"/>
                                    <resolution id="-1">Unresolved</resolution>
                                                        <assignee accountid="557058:2f7b6349-450b-419a-ba54-c181f51383ad">Dennis Bridges</assignee>
                                                                <reporter accountid="557058:2f7b6349-450b-419a-ba54-c181f51383ad">Dennis Bridges</reporter>
                                    <labels>
                            <label>acquisitions</label>
                            <label>lotus-at-risk</label>
                            <label>r1-2021-at-risk</label>
                            <label>round_iv</label>
                            <label>voucher</label>
                    </labels>
                <created>Mon, 4 May 2020 21:53:44 +0000</created>
                <updated>Thu, 12 May 2022 18:03:04 +0000</updated>
                                                                                <due></due>
                            <votes>0</votes>
                                    <watches>4</watches>
                                                                <comments>
                                                            <comment id="18047" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Wed, 2 Dec 2020 18:46:49 +0000"  >&lt;p&gt;I&apos;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.&lt;/p&gt;</comment>
                                                            <comment id="18048" author="557058:c2706f9e-f281-4999-8937-b5c5a8ff211f" created="Sat, 5 Dec 2020 06:19:50 +0000"  >&lt;p&gt;The above mentions FTP. I&apos;m wondering if SFTP/SSH will be supported? FTP is insecure.&lt;/p&gt;</comment>
                                                            <comment id="18049" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Mon, 7 Dec 2020 19:16:04 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Ac2706f9e-f281-4999-8937-b5c5a8ff211f&quot; class=&quot;user-hover&quot; rel=&quot;557058:c2706f9e-f281-4999-8937-b5c5a8ff211f&quot; data-account-id=&quot;557058:c2706f9e-f281-4999-8937-b5c5a8ff211f&quot; accountid=&quot;557058:c2706f9e-f281-4999-8937-b5c5a8ff211f&quot; rel=&quot;noreferrer&quot;&gt;Jon Miller&lt;/a&gt; Yes, the development team discussed supporting SFTP. However, this feature only covers automating the export process based on a set schedule.&lt;/p&gt;

&lt;p&gt;
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-2843&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-2843&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Implement secure connection methods for Batch Voucher export&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-2843
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 will allow us to collect more feedback from the community regarding methods and priorities.&lt;/p&gt;</comment>
                                                            <comment id="18050" author="557058:b787c0f1-34df-41c2-8585-c4aed346caec" created="Thu, 10 Dec 2020 18:17:41 +0000"  >&lt;p&gt;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.&lt;/p&gt;</comment>
                                                            <comment id="18051" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Thu, 10 Dec 2020 23:42:33 +0000"  >&lt;p&gt;Thanks &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Ab787c0f1-34df-41c2-8585-c4aed346caec&quot; class=&quot;user-hover&quot; rel=&quot;557058:b787c0f1-34df-41c2-8585-c4aed346caec&quot; data-account-id=&quot;557058:b787c0f1-34df-41c2-8585-c4aed346caec&quot; accountid=&quot;557058:b787c0f1-34df-41c2-8585-c4aed346caec&quot; rel=&quot;noreferrer&quot;&gt;Tod Olson&lt;/a&gt; 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.&lt;br/&gt;
 &lt;span class=&quot;image-wrap&quot; style=&quot;&quot;&gt;&lt;a id=&quot;10219_thumb&quot; href=&quot;/rest/api/3/attachment/content/10219&quot; title=&quot;Screen Shot 2020-12-10 at 4.41.11 PM.png&quot; file-preview-type=&quot;image&quot; file-preview-id=&quot;10219&quot; file-preview-title=&quot;Screen Shot 2020-12-10 at 4.41.11 PM.png&quot;&gt;&lt;jira-attachment-thumbnail url=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/10219?default=false&quot; jira-url=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/10219&quot; filename=&quot;Screen Shot 2020-12-10 at 4.41.11 PM.png&quot;&gt;&lt;img src=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/10219&quot; data-attachment-name=&quot;Screen Shot 2020-12-10 at 4.41.11 PM.png&quot; data-attachment-type=&quot;thumbnail&quot; data-media-services-id=&quot;f4f9a564-44b7-4e8d-ac1b-37eddf6ed5ad&quot; data-media-services-type=&quot;file&quot; style=&quot;border: 0px solid black&quot; /&gt;&lt;/jira-attachment-thumbnail&gt;&lt;/a&gt;&lt;/span&gt; &lt;/p&gt;</comment>
                                                            <comment id="18052" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Mon, 22 Mar 2021 16:10:19 +0000"  >&lt;p&gt;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.&lt;/p&gt;</comment>
                                                            <comment id="18053" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Mon, 10 Jan 2022 17:50:03 +0000"  >&lt;p&gt;As additional work has been identified to make 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-531&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-531&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Export FOLIO orders in EDIFACT format&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-531
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 possible the remaining update for this feature must be deferred to the next release. Moving to Morning Glory.&lt;/p&gt;</comment>
                    </comments>
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            <issuekey id="30962">MODEXPW-39</issuekey>
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            <issuekey id="11736">UXPROD-2843</issuekey>
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