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| Question | Status | Conclusion | Comments | ||||||
|---|---|---|---|---|---|---|---|---|---|
| What fields are required? |
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| What method(s) of output are needed/desired (i.e. API, csv...?) |
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| How is the export/update to be triggered (manual export, cron job, API call...)? |
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| What are the |
| One is a new order is opened with a new or changed organization associated with it... PO approved in entirety, invoice approved, PO(L) cancelled, Banking/payment info updated. New vendor gets created in FOLIO and is transmitted in the context of a new order | |||||||
| Does the organization need to be created in momentum separately or is it created based on data coming in from the ILS. How is the org assigned an Institution ID (Accounting code) |
| New vendor created in ILS and transmitted. Occasionally there is a need for manual creation, but that's not supposed to work that way. Current process is problematic and has too many errors. | Voyager: Properties tab has an uneditable 5-digit number. Also has A000XXXXX which is Momentum code number. XXXXX is based on uneditable 5-digit. Momentum requirement is AXXXXXXXX (unclear whether hard-coded or LOC defined). Possible to use the same vendor code in both systems? Need to confirm if CRS uses preceding A or something else. Schema is alpha+8 digits. FOLIO vendor code should work, Accounting code is also a possibility. Accounting codes are per account (if a single vendor has multiple accounts associated). |