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  1. UX Product
  2. UXPROD-2417

Export batch vouchers based on schedule settings

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    Details

    • Template:
      UXPROD features
    • Front End Estimate:
      Small < 3 days
    • Back End Estimate:
      XL < 15 days
    • Estimation Notes and Assumptions:
      Front end was implemented and commented out for release. Waiting for remaining backend logic
    • Development Team:
      Thunderjet
    • Calculated Total Rank:
      47
    • Kiwi Planning Points (DO NOT CHANGE):
      5
    • PO Rank:
      87
    • PO Ranking Note:
      Hide
      Current workaround is to run the export manually when desired. Everything about the export file is the same but a user actually needs to trigger the export by clicking a button in settings. The frontend portion of this feature has already been contributed to FOLIO. This remaining fork is needed allow it to function correctly.
      Show
      Current workaround is to run the export manually when desired. Everything about the export file is the same but a user actually needs to trigger the export by clicking a button in settings. The frontend portion of this feature has already been contributed to FOLIO. This remaining fork is needed allow it to function correctly.
    • Rank: Chicago (MVP Sum 2020):
      R1
    • Rank: Cornell (Full Sum 2021):
      R1
    • Rank: Duke (Full Sum 2021):
      R4
    • Rank: 5Colleges (Full Jul 2021):
      R2
    • Rank: GBV (MVP Sum 2020):
      R1
    • Rank: TAMU (MVP Jan 2021):
      R4
    • Rank: U of AL (MVP Oct 2020):
      R1
    • Score:
      11
    • Showstopper for Summer 2021 Implementers?:
      No
    • Showstopper Comments from Summer 2021 Implementers:
      Hide
      [Tod from Chicago: Chicago - clearly we need to be able to get vouchers out so we can send them to the Comptroller. If we can get them out reliably through the APIs or through the LDP, it should be possible to schedule the exports outside of FOLIO.] [Response from Dennis: Thanks Tod Olson just a quick note. This only relates to the automated export of batch vouchers based on a schedule. Vouchers can currently be export manually at any time from the FOLIO invoice settings area. Currently a user need to actually go there and click the export button when they want this to happen.]
      Show
      [Tod from Chicago: Chicago - clearly we need to be able to get vouchers out so we can send them to the Comptroller. If we can get them out reliably through the APIs or through the LDP, it should be possible to schedule the exports outside of FOLIO.] [Response from Dennis: Thanks Tod Olson just a quick note. This only relates to the automated export of batch vouchers based on a schedule. Vouchers can currently be export manually at any time from the FOLIO invoice settings area. Currently a user need to actually go there and click the export button when they want this to happen.]
    • Showstopper December 11 Meeting Summary:
      As long as Chicago can hit the APIs (which Dennis says they will be able to) they are good.
    • Showstopper Capacity Planning Team Recommendation:
       

      Description

      Note: This work was split from UXPROD-2297 as priority was given in Q2 2020, to the ability to export batch vouchers manually and have them upload to an FTP server.

      Description
      Overview: Financial summaries of approved invoices that can be sent to the external accounting system for payment.

      Use cases:
      Librarian wants batch voucher created automatically at a set time each day/week/month.
      Librarian does not need to supervise the creation of the batch file or approve it etc.
      Accounting system is configured to retrieve voucher information from ftp server at a certain time each day for payments to be processed the following day. In order to be sure the information will be there librarian wants the batch exports created on a timer.

      Proposed approach:
      Each bach group will have its own schedule settings
      Export will run automatically at that time and file will upload to server if ftp details are configured

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                Assignee:
                dennisbridges Dennis Bridges
                Reporter:
                dennisbridges Dennis Bridges
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                  Dates

                  Created:
                  Updated:

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