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  1. UX Product
  2. UXPROD-1381

CRUD for EDIFACT Invoice Field Mapping Profiles

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Details

    • Large < 10 days
    • Large < 10 days
    • Low
    • XL < 15 days
    • Estimate by Ann-Marie and Folijet
    • Folijet
    • 105
    • R4
    • R1
    • R1
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    • R4
    • R2
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    Description

      Help the user set mapping rules and profiles for dealing with incoming batch loads:

      • Create field mapping screen for invoice and invoice lines
      • Identify data elements in fields of incoming EDIFACT invoice file
      • Define mapping syntax for EDIFACT data elements mapping to FOLIO Invoice records
      • Include default field mapping profiles for vendors identified by libraries, which can be edited, duplicated, and deleted by libraries
      • Same field mapping detail options as in Inventory field mappings
        • Allow for sequential mapping (first look in this field for data, then in this field)
        • Allow for defaults
        • Allow for mappings to be created and saved as data mapping profiles
        • Apply the rules to parse the incoming data and deliver to the appropriate FOLIO loader apps, to CRUD the proper kinds of records

      See Google folder: https://drive.google.com/drive/folders/1ePm2M3FcHIZFVolxD4-WX8joEc1S_iVC
      with

      • Sample invoices from various vendors
      • EDItEUR documentation for monographic and subscription invoices
      • Default invoice field mapping profiles to be supplied with FOLIO
      • A syntax document (will probably need updates)

      Questions:

      1. What additional documentation is needed?
      2. How much of the field identification may be handled by the EDIFACT parser, e.g. Smooks
      3. See Hein sample invoice - why < instead of +?

      Note: Split from UXPROD-656 because it was too broad, and so that it could be closed in Q4 2018

      TestRail: Results

        Attachments

          Issue Links

            defines

            Epic - Created by Jira Software - do not edit or delete. Issue type for a big user story that needs to be broken down. UXPROD-47 Batch Importer (Bib/Acq)

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Analysis Complete
            is continued by

            New Feature - New feature requests UXPROD-3068 EDIFACT invoice import refinement

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Draft
            is defined by

            Bug - A problem which impairs or prevents the functions of the product. MODDICONV-178 Invoice field mapping: Fix Add adjustment buttons in default profiles

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDATIMP-296 Data Import Field Mapping Profile details: Create/Edit Invoice and Invoice line from EDIFACT Invoice

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDATIMP-653 SPIKE: Investigate %/$ toggle component for invoice field mapping profile

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDATIMP-654 SPIKE: Investigate Organization lookup component for invoice field mapping profile

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDATIMP-778 Enable EDIFACT invoice options in various settings

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDATIMP-779 Invoice Field Mapping Profile details: Update Vendor reference number fields - DRAFT

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDATIMP-783 Data Import Field Mapping Profile View: Invoice and Invoice line from EDIFACT Invoice

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDATIMP-800 Data Import Field Mapping Profile details: Create functionality for "Vendor name" and "Accounting code" fields for Vendor information accordion

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDATIMP-801 Data Import Field Mapping Profile details: toggles should display currency selected in Currency select in Extended information accordion

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDATIMP-802 Data Import Field Mapping Profile details: Fund distribution section should be visible only when "Not prorated" option in Pro rate select is selected

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDATIMP-803 Data Import Field Mapping Profile details: Extend functionality of AcceptedValuesField component to be able to choose several option

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIDATIMP-811 A few updates to the invoice field mapping screen

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIDATIMP-814 Remove validation error message from invoice field mapping screen

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDATIMP-830 Update invoice status value in field mapping profile

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Task - A task that needs to be done. UIDATIMP-842 Invoice mapping screen, FE updates according last BE changes

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDATIMP-845 Invoice field mapping profile: Adjust vendor reference number

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIDATIMP-850 Invoice field mapping profile: Subscription start date field misaligned

            • P4 - lowest priority level, nice-to have things that require future discussion and design
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIDATIMP-855 Invoice field mapping screen: Remove validation from fields with reference values

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIDATIMP-856 Invoice field mapping screen: Update logic for currency type field

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIDATIMP-857 Invoice field mapping: Lock total checkbox is not working properly

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIDATIMP-860 Invoice field mapping: Vendor is not being saved

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIDATIMP-864 Invoice field mapping: Exchange rate checkbox is not being saved

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIDATIMP-877 Add required field indication and validation to invoice field mapping profile

            • P2 - normal priority level, must be included in the current development cycle
            • Closed
            relates to

            New Feature - New feature requests UXPROD-195 Import invoice in EDIFACT format (Folijet work)

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            New Feature - New feature requests UXPROD-2622 Support for "Import invoice in EDIFACT format" (TJet work)

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            New Feature - New feature requests UXPROD-2847 Part 2 - Support for "Import invoice in EDIFACT format" (TJet work)

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            New Feature - New feature requests UXPROD-656 Data Import (Batch Importer for Bib Acq) Infrastructure and Planning

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Activity

              People

                abreaux Ann-Marie Breaux
                abreaux Ann-Marie Breaux
                Ann-Marie Breaux Ann-Marie Breaux
                Ann-Marie Breaux Ann-Marie Breaux
                Oleksii Kuzminov Oleksii Kuzminov
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                  Updated:
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