| Question | Status | Conclusion | Comments |
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| What fields are required? | |
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| What method(s) of output are needed/desired (i.e. API, csv...?) | | JSON desired |
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| How is the export/update to be triggered (manual export, cron job, API call...)? | | As with orders/POLs (generally nightly cron job, sometimes manually triggered) |
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What are the three triggers for exporting organization information? | | Organization data is captured with order data when order data is transmitted. Any script requesting order data (including cancellations, credits, etc.) should capture organization information. | 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 |
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| Organization data is ALWAYS transmitted. Momentum compares incoming data to existing data. If there are differences between incoming vendor data and existing vendor data (including banking information), Momentum will use the incoming data and overwrite existing data. |
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| 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). |