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  1. UX Product
  2. UXPROD-3257

Update FOLIO<>EBSCONET order renewal logic

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Details

    • Medium < 5 days
    • XL < 15 days
    • Thunderjet
    • 75.95
    • R1

    Description

      Overview: Establishing an integration with EBSCONET to manage ordering and renewals via an API integration. This will limit errors and save users time in managing order renewals.

      Order Requirements:

      • Ability to capture Title number and vendor order number to explicitly identify material being ordered
      • Ability to add or remove material from ongoing orders year over year as some may not always renew
      • Ability to observe in the UI the most recent date the order was renewed.
      • Update the renewal date upon renewing the order

      See https://wiki.folio.org/x/eYrhAw for details on EBSCONET data

      see https://wiki.folio.org/x/WIq8B for detail on order cancelation

      Out of scope:

      • Automated claiming workflow

      Approach:

      • Build API integration through edge-orders that will route JSON file to a mod-EBSCONET module in FOLIO for mapping EBSCONET order data into FOLIO order data
        • allow external service to execute a GET OR PUT request for POL
      • Create MODEBSCONET module for retrieving UUIDs etc. for EBSCONET data and prepping data to be sent to mod orders
      • Communicating EBSCONET order data to mod-orders for order editing

      Tech Design:

      https://wiki.folio.org/display/DD/Subscription+Orders+Integration

      TestRail: Results

        Attachments

          Issue Links

            is defined by

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODEBSNET-13 Update logic for supporting fund expense classes

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODEBSNET-15 Dates are being input as 01/01/0001

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODEBSNET-22 Support canceling POL(s) through EBSCONET integration

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODEBSNET-27 Update logic for supporting "customer note" from EBSCONET

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODEBSNET-30 Update logic for supporting "Renewal note" from EBSCONET

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODEBSNET-33 Update logic for supporting "customer note" from EBSCONET

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. MODEBSNET-39 Renewal note is blank after update

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODORDERS-636 Update po lines when an order is closed with the "Cancelled" reason

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODORDERS-663 Update PO workflow status based on cancelation of POLs.

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODORDERS-664 Release encumbrances when POL payment status is set to canceled and update POL statuses

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODORDERS-682 Remove Renewal date and renewal interval requirement for opening order

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. MODORDERS-714 Fix issue with Receipt and Payment statuses when order is transited from Cancel to Open(ReOpen)

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIOR-740 Add cancel POL action and display indication that POL is canceled.

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIOR-889 Add cancel PO action and display indication that PO is canceled.

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIOR-961 Renewal date and renewal interval no longer required

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIOR-965 Display "Renewal note" field on POL

            • P2 - normal priority level, must be included in the current development cycle
            • Closed
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                dennisbridges Dennis Bridges
                dennisbridges Dennis Bridges
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                  Updated:
                  Resolved:

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