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  1. UX Product
  2. UXPROD-195

Import invoice in EDIFACT format (Folijet work)

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    Details

    • Template:
      UXPROD features
    • Analysis Estimate:
      Medium < 5 days
    • Front End Estimate:
      Small < 3 days
    • Back End Estimate:
      XXL < 30 days
    • Development Team:
      Folijet
    • Calculated Total Rank:
      123
    • PO Rank:
      99
    • Rank: Chalmers (Impl Aut 2019):
      R5
    • Rank: Chicago (MVP Sum 2020):
      R1
    • Rank: Cornell (Full Sum 2021):
      R1
    • Rank: Duke (Full Sum 2021):
      R1
    • Rank: 5Colleges (Full Jul 2021):
      R1
    • Rank: FLO (MVP Sum 2020):
      R4
    • Rank: GBV (MVP Sum 2020):
      R4
    • Rank: hbz (TBD):
      R4
    • Rank: Hungary (MVP End 2020):
      R1
    • Rank: Lehigh (MVP Summer 2020):
      R1
    • Rank: Leipzig (Full TBD):
      R1
    • Rank: Leipzig (ERM Aut 2019):
      R4
    • Rank: MI State-Lib of MI (Sum 2021):
      R1
    • Rank: MO State (MVP June 2020):
      R1
    • Rank: St. Michael's College (Sum 2021):
      R1
    • Rank: TAMU (MVP Jan 2021):
      R1
    • Rank: U of AL (MVP Oct 2020):
      R1
    • Score:
      7
    • Showstopper for Summer 2021 Implementers?:
      Yes
    • Showstopper Comments from Summer 2021 Implementers:
      Hide
      [Steven from Five Colleges: Five Colleges Showstopper Majority of invoices now loaded as EDI. Not having this would be a cause an major slowdown in Invoice processing] [John from TAMU: I'll second Steven's comment. About 80% of our invoices are loaded via EDI for one time and recurring purchases so this is a showstopper.] [Response from Ann Marie: We are going to have the UI work done in Iris (being able to create a field mapping profile, action, and job profile). The acquisitions dev team is also doing some prep work so that we can connect Data Import and Invoices. The actual connection work and testing will be early in Juniper. My intention is also to have data import provide default field mapping profiles for all the vendors who have been identified so far (12 vendors), which can be edited, duplicated, or deleted by the library. That should make the setup work easier for everyone.] [Tod from Chicago: This is a showstopper for us as well. From Scott: "There are ~ 6,000 lines created this way annually, almost all of them in the months of November/December (when the large serial renewal invoices are issued)." The staffing increase needed to handle these in a short time is not just possible.][Kay and Shawn from MI St U. All workflows are built around import of EDI invoices, we are not staffed to pay one at a time.]
      Show
      [Steven from Five Colleges: Five Colleges Showstopper Majority of invoices now loaded as EDI. Not having this would be a cause an major slowdown in Invoice processing] [John from TAMU: I'll second Steven's comment. About 80% of our invoices are loaded via EDI for one time and recurring purchases so this is a showstopper.] [Response from Ann Marie: We are going to have the UI work done in Iris (being able to create a field mapping profile, action, and job profile). The acquisitions dev team is also doing some prep work so that we can connect Data Import and Invoices. The actual connection work and testing will be early in Juniper. My intention is also to have data import provide default field mapping profiles for all the vendors who have been identified so far (12 vendors), which can be edited, duplicated, or deleted by the library. That should make the setup work easier for everyone.] [Tod from Chicago: This is a showstopper for us as well. From Scott: "There are ~ 6,000 lines created this way annually, almost all of them in the months of November/December (when the large serial renewal invoices are issued)." The staffing increase needed to handle these in a short time is not just possible.][Kay and Shawn from MI St U. All workflows are built around import of EDI invoices, we are not staffed to pay one at a time.]
    • Showstopper December 11 Meeting Summary:
      Hide
      This is a 'showstopper' for 4 libraries, and a major annoyance for others like Cornell. This feature mostly impacts big libraries, and is the last feature in a trio. Thunderjet's is responsible for one of three features, and has split it in two (part 2 is UXPROD-2847). This is the final feature that pulls everything together. TAMU needs the feature 1 month before implement, but the other libraries indicated that a month after implementation would be o.k. (Given a month before implementation for TAMU is July 1, perhaps we should aim for that?)
      Show
      This is a 'showstopper' for 4 libraries, and a major annoyance for others like Cornell. This feature mostly impacts big libraries, and is the last feature in a trio. Thunderjet's is responsible for one of three features, and has split it in two (part 2 is UXPROD-2847 ). This is the final feature that pulls everything together. TAMU needs the feature 1 month before implement, but the other libraries indicated that a month after implementation would be o.k. (Given a month before implementation for TAMU is July 1, perhaps we should aim for that?)
    • Showstopper Capacity Planning Team Recommendation:
      Hide
      The Capacity Planning Team recommended to the FOLIO Product Council that the Iris release date be extended to May 3 (from March 1) so that all of the at-risk 'showstopper' features could be completed and released before the July implementations. (Slide deck presented to PC: https://docs.google.com/presentation/d/12s_fs3vqjm4hAGIfZ_HX1jm--v8QOEFber5uvo0VTGw/edit?usp=sharing)
      Show
      The Capacity Planning Team recommended to the FOLIO Product Council that the Iris release date be extended to May 3 (from March 1) so that all of the at-risk 'showstopper' features could be completed and released before the July implementations. (Slide deck presented to PC: https://docs.google.com/presentation/d/12s_fs3vqjm4hAGIfZ_HX1jm--v8QOEFber5uvo0VTGw/edit?usp=sharing)
    • Showstopper FOLIO Product Council Decision:
      Hide
      FOLIO Product Council compromised and allowed the Iris release to be delayed by one month, to April 5. Due to the size of the t-shirt estimate for this feature, it is not likely to be completed as part of the Iris release (Holly is confirming with Anne-Marie, but she is out right now). The Capacity Planning Team will be meeting to discuss how/when this feature will be delivered to the libraries needing it before implementation.
      Show
      FOLIO Product Council compromised and allowed the Iris release to be delayed by one month, to April 5. Due to the size of the t-shirt estimate for this feature, it is not likely to be completed as part of the Iris release (Holly is confirming with Anne-Marie, but she is out right now). The Capacity Planning Team will be meeting to discuss how/when this feature will be delivered to the libraries needing it before implementation.

      Description

      Purpose: This mechanism will allow the automation of Invoice/Invoice line creation for Vendors that can supply EDIFACT invoices (e.g. EBSCO, GOBI, Harrassowitz, WT Cox, etc.)

      High-Level Requirements:

      • Receive EDIFACT files in a specified location
      • Create a couple event handlers
      • Parser
      • Test with invoices from the key vendors

      Confirm which vendors, in which order, will be contacted and tested with

      If other formats needed (e.g. xInvoice for Europe, add more features to cover those)

      Note that this feature relies on Data Import's development of EDIFACT field mapping profiles (UXPROD-1381)

      Per Oleksii Kuzminov and Taras Spashchenko: may require a research spike to look at available open source EDIFACT parsers/libraries (similar to MARC4J for MARC records; decided that we will use staedi library

      Here is the Google Drive folder with official documentation, draft of field mapping syntax, default profiles, and sample invoices: https://drive.google.com/drive/folders/1ePm2M3FcHIZFVolxD4-WX8joEc1S_iVC

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                Assignee:
                abreaux Ann-Marie Breaux
                Reporter:
                abreaux Ann-Marie Breaux
                Back End Estimator:
                Oleksii Kuzminov Oleksii Kuzminov
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                Watchers:
                9 Start watching this issue

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                  Updated:
                  Resolved:

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