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  1. UX Product
  2. UXPROD-1145

Interact with external financial or eProcurement systems to process payments and credit

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    • Template:
    • Epic Name:
      External Financial System Integration
    • Theme link:
      No script
    • Analysis Estimate:
      Large < 10 days
    • Development Team:
      Thunderjet
    • Calculated Total Rank:
      0
    • Epic Color:
      ghx-label-8

      Description

      may be single systems at the university or state level, or additional systems at the national level (e.g. the Nordics). Some libraries may also choose to track financials in an eProcurement system rather than their ILS.�

      may be single systems at the university or state level, or additional systems at the national level (e.g. the Nordics). Some libraries may also choose to track financials in an eProcurement system rather than their ILS. At minimum available as PDF but electronic is preferred.

      Notes: Critical! Tight integration via API cuold happen later. Need to determine which are the top 3 systems and focus on those.

      FMID: ID519

      Info from Ann Crowley and Sharon Beltaine August 2019: For Cornell, Ann Crowley notes that currently invoices approved, and we use the Voyager Reporter client to create a voucher for each invoice. The financial information from the voucher is how we create the electronic feed for DFA. Cornell will modify its existing Voyager-to-DFA integration to work with FOLIO instead of using this solution. This comment is about the financial aspects of this integration only.

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              Assignee:
              dennisbridges Dennis Bridges
              Reporter:
              dennisbridges Dennis Bridges
              Analysis Estimator:
              Dennis Bridges Dennis Bridges
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