Given a FOLIO tenant is using expense classes in their Fund structure. Third party systems must be able to indicate which Fund and Expense classes should be associated with a purchase order line. This list of Fund and Expense classes needs to be exportable so users can share this information with Vendors. This is what allows a vendor to populate their interface with Fund codes for the user to choose from when creating orders in that system.
- Update edge-orders and mod-GOBI as needed to establish a pattern for how third-party systems can apply Fund AND Expense class when creating or updating POLs through the order APIs
- Update any mapping modules other than mod-gobi and
mod-ebsconet(EBSCONET update split out to Lotus release, see MODEBSNET-13)
- Fund structure is built with expense classes and library does a lot of ordering at vendor systems for physical and electronic material. Expense classes are shared with accounting and thus need to appear on voucher. If they are left off the orders if will make it very difficult to control spending and provide accurate reporting to inform daily purchasing activities
See links below
Links to additional info