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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>
    </build-info>

<item>
            <title>[UXPROD-3096] Allow external systems to apply Fund AND Expense classes when creating or updating POLs</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-3096</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;h1&gt;&lt;a name=&quot;Currentsituationorproblem%3A&quot;&gt;&lt;/a&gt;&lt;b&gt;Current situation or problem&lt;/b&gt;:&lt;/h1&gt;

&lt;p&gt;Given a FOLIO tenant is using expense classes in their Fund structure. Third party systems must be able to indicate which Fund and Expense classes should be associated with a purchase order line. This list of Fund and Expense classes needs to be exportable so users can share this information with Vendors. This is what allows a vendor to populate their interface with Fund codes for the user to choose from when creating orders in that system.&lt;/p&gt;

&lt;h2&gt;&lt;a name=&quot;Inscope%3A&quot;&gt;&lt;/a&gt;&lt;b&gt;In scope:&lt;/b&gt;&lt;/h2&gt;

&lt;ul&gt;
	&lt;li&gt;Update edge-orders and mod-GOBI as needed to establish a pattern for how third-party systems can apply Fund AND Expense class when creating or updating POLs through the order APIs&lt;/li&gt;
&lt;/ul&gt;


&lt;h2&gt;&lt;a name=&quot;Outofscope%3A&quot;&gt;&lt;/a&gt;&lt;b&gt;Out of scope:&lt;/b&gt;&lt;/h2&gt;

&lt;ul&gt;
	&lt;li&gt;Update any mapping modules other than mod-gobi and &lt;del&gt;mod-ebsconet&lt;/del&gt; (EBSCONET update split out to Lotus release, see 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;MODEBSNET-13&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/MODEBSNET-13&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Update logic for supporting fund expense classes&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium&quot; /&gt;
            MODEBSNET-13
        &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;
)&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Use case(s)&lt;/b&gt;&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;Fund structure is built with expense classes and library does a lot of ordering at vendor systems for physical and electronic material. Expense classes are shared with accounting and thus need to appear on voucher. If they are left off the orders if will make it very difficult to control spending and provide accurate reporting to inform daily purchasing activities&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Proposed solution/stories&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;See links below&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Links to additional info&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/wiki/x/BSAb&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-org.atlassian.net/wiki/x/BSAb&lt;/a&gt;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Questions&lt;/b&gt;&lt;/p&gt;</description>
                <environment></environment>
        <key id="12060">UXPROD-3096</key>
            <summary>Allow external systems to apply Fund AND Expense classes when creating or updating POLs</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="10311">UXPROD-1141</parent>
                                    <priority id="10000" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p1.svg">P1</priority>
                        <status id="6" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/closed.png" description="The issue is considered finished, the resolution is correct. Issues which are closed can be reopened.">Closed</status>
                    <statusCategory id="3" key="done" colorName="green"/>
                                    <resolution id="10003">Done</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>integration</label>
                            <label>orders</label>
                    </labels>
                <created>Mon, 31 May 2021 16:20:40 +0000</created>
                <updated>Thu, 6 Jan 2022 16:45:20 +0000</updated>
                            <resolved>Thu, 25 Nov 2021 17:12:26 +0000</resolved>
                                                    <fixVersion>Kiwi (R3 2021)</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>4</watches>
                                                                <comments>
                                                            <comment id="16873" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Mon, 31 May 2021 16:35:57 +0000"  >&lt;p&gt;Note: this work was split from 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-2630&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-2630&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Thunderjet - R2 Enhancements/Bugfixes&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-2630
        &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 we do not have the capacity in R2 to complete it before the code freeze.&lt;/p&gt;</comment>
                                                            <comment id="16875" author="5af5e627525ba96b58654f12" created="Mon, 7 Jun 2021 21:10:08 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A2f7b6349-450b-419a-ba54-c181f51383ad&quot; class=&quot;user-hover&quot; rel=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; data-account-id=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; accountid=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; rel=&quot;noreferrer&quot;&gt;Dennis Bridges&lt;/a&gt; - this may be tricky for libraries that need expense classed on July 1, e.g. Michigan State. We also may need a story to check or confirm that fund + expense class being sent from the vendor in an EDIFACT invoice is parsed properly in FOLIO. Not sure if that&apos;s on Thunderjet or Folijet. If the EDIFACT file has the same format for fund:expense class, then maybe it&apos;s on the Thunderjet side?&lt;/p&gt;</comment>
                                                            <comment id="16876" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Mon, 7 Jun 2021 21:51:32 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5af5e627525ba96b58654f12&quot; class=&quot;user-hover&quot; rel=&quot;5af5e627525ba96b58654f12&quot; data-account-id=&quot;5af5e627525ba96b58654f12&quot; accountid=&quot;5af5e627525ba96b58654f12&quot; rel=&quot;noreferrer&quot;&gt;Ann-Marie Breaux&lt;/a&gt;&#160;as code freeze has already passed this will not be completed for Juniper. Keep in mind ordering will still work but expense classes will need to be added after. Better to know ordering will still work from that system in Juniper than risk breaking the integration and requiring hot fixes. I certainly appreciate that it will be an issue for those going live before kiwi but I recommend we continue to focus on stability over speed.&lt;/p&gt;</comment>
                                                            <comment id="17099" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Thu, 25 Nov 2021 17:12:26 +0000"  >&lt;p&gt;All issues resolved and verified in bugfest-kiwi&lt;/p&gt;</comment>
                    </comments>
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                                            <outwardlinks description="clones">
                                        <issuelink>
            <issuekey id="11594">UXPROD-2630</issuekey>
        </issuelink>
                            </outwardlinks>
                                                        </issuelinktype>
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            <issuekey id="72935">MODGOBI-128</issuekey>
        </issuelink>
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            <issuekey id="70979">MODFIN-199</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="67335">MODFISTO-243</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="67336">MODFISTO-244</issuekey>
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            <issuelink>
            <issuekey id="74273">MODINVOSTO-122</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="32526">MODORDSTOR-243</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="66271">UIF-320</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="66273">UIF-323</issuekey>
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