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- 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)
Proposed workflow:
Export details are configured for each organization in the organization record
The organization has a default setting for "Automate export" and via which type it should be exported.
Each organization can have multiple export details and details type configured. Ie. Possible multiple EDI configuration, Email, csv etc.
Each organization account can be associated with 1 of each export details type. (Ie. EDI 1 OR EDI 2)
Each export configuration can have multiple accounts associated with it. (Ie. EDI 1 can be assigned 3 accounts) NOTE we would need to consider No account specified as a separate assignment for organizations that have no accounts configured.
Export details are configured for each order at the order level
The PO as a whole will have "Automate export" set and will be exported via the described format. This way it can be adjusted on an order by order basis.
Note: "Export via" is only editable if Automate export = true
Each order line could have a different account number (Or no account number) associated with it. This will attach it to the correct export details for the format selected at the PO level. Ie. if EDI is selected the account may indicate EDI 1 or 2 etc. If email it could be different per account as well
In this workflow Export path from PO + account number = export details for POL.
Export details summary is be presented on the PO or POL so user can easily confirm what happened with an export
Accordion contains key details of the export
