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  1. UX Product
  2. UXPROD-3096

Allow external systems to apply Fund AND Expense classes when creating or updating POLs

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    Details

    • Template:
      UXPROD features
    • Front End Estimate:
      Medium < 5 days
    • Back End Estimate:
      XL < 15 days
    • Development Team:
      Thunderjet
    • Calculated Total Rank:
      16
    • PO Rank:
      95
    • Rank: Cornell (Full Sum 2021):
      R1
    • Rank: Duke (Full Sum 2021):
      R4
    • Rank: GBV (MVP Sum 2020):
      R2

      Description

      Current situation or problem:

      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.

      In scope:

      • 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

      Out of scope:

      • Update any mapping modules other than mod-gobi and mod-ebsconet

      Use case(s)

      • 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

      Proposed solution/stories

      See links below

      Links to additional info

      https://wiki.folio.org/x/g4VFAw

      Questions

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                Assignee:
                dennisbridges Dennis Bridges
                Reporter:
                dennisbridges Dennis Bridges
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                  Dates

                  Created:
                  Updated:

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