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Serials Management module
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Acquisitions Credits Module (Deprecated)
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Acquisitions Finance Module
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Acquisitions Invoice Module
Acquisitions Orders Module
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Acquisitions Organization Module
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Acquisitions Receiving Module
Acquisitions/Resource Management implementers
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Acquisitions SIG meeting structure improvement
Agenda and Meeting Notes
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File lists
FYRO warning/error/failed/success messages
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Prioritizing Acq SIG Topics
Requirements analysis
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Add additional pieces to purchase orders
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Add interface to allow users to fix specific rollover errors
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Allow user to cancel invoices
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Allow user to cancel orders
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Allow user to encumber money against upcoming fiscal year
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Allow user to export Fund and budget information for ledger
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Allow user to export invoices
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Allow user to export pieces from receiving
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Allow User to generate a preview of fiscal year rollover
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Allow User to generate requests from Order line
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Allow User to Preview Batch Voucher Export Details
Basic Bindery Workflow
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Basic Routing Workflow
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Bindery Support
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Build custom purchase order templates
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Build custom templates for generating a claim
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Consortium Manager Settings Requirements
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Orders - Custom fields
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Create invoice automatically from purchase order
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Create orders and link order lines to materials in the Knowledge Base
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Create PO automatically from Instance
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Display Acquisitions Information on Instance and Item record in Inventory
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Display a history of edits for the INVOICE record
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Display a history of edits for the order record
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Display a history of edits for the Organization record
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Display credit value separately from expended value in financial activity
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Display related POLs on a Package POL view
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Enhance Instance matching logic Orders<>Instance
Export FOLIO orders in EDIFACT format
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EDIFACT export UAT instructions
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Field mapping syntax for EDIFACT Order files
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Sample EDIFACT Orders
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Export open order information to external system requirements
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Export organization info to third-party systems
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Extend piece receiving history from holdings to public display
FOLIO Order Renewal Integration
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Generate a printable "Workslip" from order details
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Generate claim information to share with vendor
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GOBI integration settings UI
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Identify orders as joint purchases (Consortial or multi-library purchases)
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Implement data consistency approach for Piece<>Item interaction
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Import fund updates via CSV to bulk edit funds
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Independent acquisitions units for ordering and receiving
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Manage Donor information in FOLIO
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Manage Voucher Export without needing to access settings
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Managing Unique Identifiers Across Consortia Members
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Print shipping labels - DMEP
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Process invoices against previous fiscal years
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Receive on approval of invoice
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Receiving Workflow Enhancements
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Record audit trail GDPR compliance requirements
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Refactor order csv export to leverage export-spring
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Refining available columns in order search result list
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Serials Publication Patterns
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Serials questions and considerations
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Show or Hide order fields using order template settings
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Store banking info in Organization record
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Support importing orders from MARC files via Data Import
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Track the value of unapproved orders on budgets
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Update Orders Search Interface Design
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Video Content Guidelines
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Update funds via csv
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Add alternate sources for currency exchange rates
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Alerts and notifications for acquisitions
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EDIFACT Claiming requirements analysis
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Add ability to save acquisitions records without closing
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Integration with external financial systems
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Create custom invoice templates
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Include limited acquisitions data in inventory view
Serials Data Alignment Small group
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Use cases for cross-app receiving workflows
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Use cases for managing donors
User Acceptance Testing
WOLFcon
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Log for more specifics needed for on-screen messages/text seen in Acquisitions Apps
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Acquisitions Integrations Discussion Group
Blogs
Apps
draw.io Diagrams
Acquisitions SIG
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Export FOLIO orders in EDIFACT format
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EDIFACT export UAT instructions
Summarize
EDIFACT export UAT instructions
Dennis Bridges
Owned by
Dennis Bridges
Aug 24, 2022
1 min read
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