UXPROD-4164 - Getting issue details... STATUS
Problem(s):
Some libraries need to output organization information to third party systems for a variety of purposes, such as invoice payment. The assumption in this case is that the library system has the most current information for the organization, and that information needs to be transmitted to other related systems.
Requirements and Use Cases:
| Requirement | Status | Use Cases |
|---|---|---|
| (SAMPLE) Library must be able to provide external systems with the most up-to-date information available about organization contact info. | PENDING | 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. |
PENDING | Librarian places an order, encumbering a set amount of money. The order includes an Organization CODE that does not yet exist in AP system. | |
PENDING | 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. | |
PENDING | Access database for DMEP needs to be updated with participant information in preparation for shipping materials |
Questions:
| Question | Status | Conclusion | Comments |
|---|---|---|---|
| What fields are required? | OPEN | ||
| What method(s) of output are needed/desired (i.e. API, csv...?) | OPEN | ||
| How is the export/update to be triggered (manual export, cron job, API call...)? | OPEN | ||
| What are the three triggers for exporting organization information? | OPEN | One is a new order is opened with a new or changed organization associated with it... | |
| 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) | OPEN |