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  1. UX Product
  2. UXPROD-2318

Export orders in bulk via delimited file format

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    Details

    • Template:
      UXPROD features
    • Development Team:
      Thunderjet
    • Report Functional Area(s):
      Import and Export
    • Calculated Total Rank:
      44
    • PO Rank:
      76.6
    • PO Ranking Note:
      Relatively new feature that is currently being discussed by the group.
    • Rank: Chicago (MVP Sum 2020):
      R2
    • Rank: Cornell (Full Sum 2021):
      R2
    • Rank: Duke (Full Sum 2021):
      R1
    • Rank: 5Colleges (Full Jul 2021):
      R4
    • Rank: GBV (MVP Sum 2020):
      R1
    • Rank: hbz (TBD):
      R4
    • Rank: MI State-Lib of MI (Sum 2021):
      R1
    • Rank: TAMU (MVP Jan 2021):
      R4
    • Rank: U of AL (MVP Oct 2020):
      R4
    • Score:
      13
    • Showstopper for Summer 2021 Implementers?:
      No
    • Showstopper Comments from Summer 2021 Implementers:
       
    • Showstopper December 11 Meeting Summary:
      Not a 'showstopper', so not discussed at meeting.
    • Showstopper Capacity Planning Team Recommendation:
       

      Description

      Problem: Not all vendors support automated order integrations. In the absence of an integration these must be a way to share or communicate order information with a Vendor. Generally these are also cases where the vendor doesn't have a ordering portal where the user can "Purchase at vendor system".

      Use cases:
      https://wiki.folio.org/display/DD/Export+Orders+to+csv

      Questions:

      • Is this only for Vendors that have no other method of integration? This may be used at an account level for a Vendor that you have another integration with. Where the majority of ordering is done through the integration and others are handled in bulk.
      • Do we need to export piece information?
      • Would tags be exported in separate columns or all in one field?
      • Would other repeatable fields be exported in separate columns or all in one field?

      Requirements:
      https://wiki.folio.org/display/DD/Export+Orders+to+csv

      Order and order line data populated in a single csv file.
      Export Fund and Budgets?

      Must include the following data-points:
      See "export to csv column" https://docs.google.com/spreadsheets/d/1F88PoSnEKD7oFnza1ZuOgzAgKnK95XOyTQzxyww3tZA/edit#gid=1408113181

      Approach:

      https://wiki.folio.org/display/DD/Data+export+by+using+Spring+Batch

      Out of Scope:
      Ability to incorporate communication template for emailing this file - Functionality will be implemented for UXPROD-1129 and could be leverage here or as a followup to this feature
      Automated process that would allow user to identify orders for export as they are creating orders. At some interval those orders would be export and sent to the organization automatically. See UXPROD-2840

      Grooming

      Export to CSV

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                Assignee:
                dennisbridges Dennis Bridges
                Reporter:
                dennisbridges Dennis Bridges
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                  Dates

                  Created:
                  Updated:
                  Resolved:

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