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RequirementStatusUse Cases
(SAMPLE) Library must be able to provide external systems with the most up-to-date information available about organization contact info.

Status
colourYellowGreen
titlePendingvalidated

Library's accounts payable system relies on information stored in FOLIO to ensure accurate information for payment of invoices. The library considers the ILS to be the source of truth for Vendor banking details because most staff members do not have permissions required to perform updates in the AP system.

Status
colourYellowGreen
titlePendingvalidated

Librarian places an order, encumbering a set amount of money. The order includes an Organization CODE that does not yet exist in AP system.

Status
colourYellowGreen
titlePendingvalidated

Librarian places an order, encumbering a set amount of money. The order includes an Organization with a "Last updated date" that is > then the last updated date stored in AP system.

Status
colourYellowGreen
titlePendingvalidated

Access database for DMEP needs to be updated with participant information in preparation for shipping materials
Library must be able to transmit new organization (and banking) records to external systems when they are created

Status
subtletrue
colourGreen
titlevalidated

New vendor is created, script runs and grabs newly created vendor for load into AP system.

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QuestionStatusConclusionComments
What fields are required?

Status
colourBlueGreen
titleclosedOpen

See sample output
What method(s) of output are needed/desired (i.e. API, csv...?)

Status
colourBlueGreen
titleOpenClosed

JSON, CSV desired
How is the export/update to be triggered (manual export, cron job, API call...)?

Status
colourBlueGreen
titleOpenClosed

As with orders/POLs (generally nightly cron job, sometimes manually triggered)
What are the three triggers for exporting organization information?

Status
colourBlueGreen
titleOpenClosed

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



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.
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)

Status
colourBlueGreen
titleOpenClosed

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).

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