[UXPROD-531] Export FOLIO orders in EDIFACT format - FOLIO Issue Tracker

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Type: New Feature
Status: Closed (View Workflow)
Priority: P1
Resolution: Done
Affects Version/s: None
Fix Version/s: Lotus (R1 2022)
Component/s: None
Labels:
- EDI
- acquisitions
- cornell-priority
- data-import
- export
- orders
- post-v1
- round_iv

Template:

UXPROD features
Epic Link:
Exporting Orders and Importing Invoices in EDIFACT format (Thunderjet work)
Analysis Estimate:
Medium < 5 days
Front End Estimate:
Medium < 5 days
Back End Estimate:
XXL < 30 days
Development Team:
Thunderjet
Calculated Total Rank:
Kiwi Planning Points (DO NOT CHANGE):
72
PO Rank:
100
Rank: Chalmers (Impl Aut 2019):
R3
Rank: Chicago (MVP Sum 2020):
R4
Rank: Cornell (Full Sum 2021):
R1
Rank: Duke (Full Sum 2021):
R5
Rank: 5Colleges (Full Jul 2021):
R4
Rank: FLO (MVP Sum 2020):
R4
Rank: GBV (MVP Sum 2020):
R2
Rank: hbz (TBD):
R4
Rank: Hungary (MVP End 2020):
R1
Rank: Lehigh (MVP Summer 2020):
R3
Rank: Leipzig (Full TBD):
R1
Rank: Mainz (Full TBD):
R1
Rank: MI State-Lib of MI (Sum 2021):
R2
Rank: TAMU (MVP Jan 2021):
R4
Rank: U of AL (MVP Oct 2020):
R5

Description

Purpose: To allow for orders to be sent/submitted by the system to designated Vendors.

High-Level Requirements:

Generate EDIFACT format files based on FOLIO Orders
Send files to specific location as specified in the Organization record
Restrict what orders are sent based on order data (Eg. Acquisition method)

Vendors mentioned by SMEs so far:

GOBI
Harrassowitz
Puvill
Coutts
Midwest

Pieces of this feature:

Map from FOLIO order/order line fields to the EDIFACT format - be sure to accommodate multiple funds and locations per invoice line
- Any differences for one-time vs ongoing, or P vs E vs P/E?
Maybe a new field in the order for send to vendor or not
Files will be connected to the FTP info via the vendor
Naming the file
Sending out to vendor

TestRail: Results

Attachments

Issue Links

has to be done before

UXPROD-2417 Export batch vouchers based on schedule settings

In Refinement

is cloned by

UXPROD-3498 Allow user to Download or resend EDIFACT order exports

Closed

is defined by

MODEXPS-37 Add a new export type

Closed

MODEXPS-40 Create schema to support EDI order export functionality

Closed

MODEXPS-41 Refactor existing approach to store configuration for Schedulers based on "export type"

Closed

MODEXPS-42 Rework scheduling approach for supporting multiple Cron jobs with different configurations

Closed

MODEXPS-54 Implement scheduling of the EDIFACT orders export

Closed

MODEXPS-60 Attempting to send "schedulingDate" for EDI config returns error

Closed

MODEXPS-62 Support filtering EDI export configs by vendor UUID and find jobs by export config reference

Closed

MODEXPS-64 Support filtering EDI jobs by user UUID from source filter (metadata.createdByUserId)

Closed

MODEXPS-68 Schedule date not saving correctly

Closed

MODEXPS-70 Fix issue with EDIFACT Job hour scheduling after mod-data-export-spring restart or update

Closed

MODEXPS-71 Scheduled parameters UUID is not saved in the DB and rescheduling doesn't work

Closed

MODEXPS-82 Fix issue with permissions for EDIFACT orders export

Closed

MODEXPS-85 SFTP not working for EDIFACT export

Closed

MODEXPS-90 Fix issue with permissions for EDIFACT manual orders export

Closed

MODEXPW-33 Implement SFTP Upload service in the mod-data-export-worker

Closed

MODEXPW-39 Spike : Choose library for implementing SFTP upload service in the mod-data-export-worker

Closed

MODEXPW-40 Spike : Choose approach for mapping FOLIO orders to EDIFACT order file

Closed

MODEXPW-41 Implementation : Mapping FOLIO orders to EDIFACT order file

Closed

MODEXPW-42 Implement export flow Mapping FOLIO orders to EDIFACT order file

Closed

MODEXPW-65 Fixes and improvements for FOLIO orders to EDIFACT format mapping

Closed

MODEXPW-68 Remaining fixes and improvements for FOLIO orders to EDIFACT format mapping

Closed

MODEXPW-87 bugfest order export jobs showing "Currency" not found error

Closed

MODEXPW-93 Job ID is not set correctly during EDIFACT mapping

Closed

MODEXPW-96 Orders with no Account number not exported with "Default integration"

Closed

MODORDERS-615 Define and implement CRUD Business API for acquisition method

Closed

MODORDERS-620 Create Acquisition method schema and API

Closed

MODORDSTOR-256 Define Acquisition method schema as controlled vocabulary

Closed

MODORDSTOR-259 Create Acquisition method schema and API

Closed

MODORDSTOR-266 Save flag "automaticExport" in the POL to support EDIFACT orders export

Closed

MODORDSTOR-267 Rename collection field name for Acquisition method collection

Closed

MODORDSTOR-274 Create export_history table, schema, API

Closed

MODORDSTOR-275 Implement Kafaka consumer for EDI export job finish message

Closed

MODORDSTOR-277 Add field "lastEDIExportDate" into POL to support filtering on UI side

Closed

MODORDSTOR-289 Order export date not set during EDIFACT export

Closed

STCOM-925 Strange arrow appears in select boxes over scrollbar

Closed

UIEXPMGR-25 Third pane view - Search and filter organization exports logs

Closed

UIEXPMGR-26 Search and filter organization exports logs

Closed

UIEXPMGR-28 Support filtering EDI jobs by user UUID from source filter (metadata.createdByUserId)

Closed

UIEXPMGR-36 Search and filter organization export logs NOT working

Closed

UIEXPMGR-39 Update permissions

Closed

UIOR-846 Create area Settings->Orders->Acquisition methods

Closed

UIOR-847 Restrict deletion of Acquisition methods in settings

Closed

UIOR-852 Select Acquisition method from controlled vocabulary list

Closed

UIOR-883 Filter orders lines by export date

Closed

UIOR-890 Do not export order lines where Manual is true for the PO

Closed

UIOR-903 Validate All POLs on order that is set to export via EDIFACT have same account number

Closed

UIOR-914 Exported date not removed when order is duplicated

Closed

UIORGS-279 Display integration configuration view

Closed

UIORGS-280 Remove EDI configuration from organization record

Closed

UIORGS-295 Disable "Automatic export" when Manual = True on PO

Closed

UIPFPOL-33 Select 'Acquisition method' filter from controlled vocabulary list

Closed

UIPFPOL-38 Filter orders lines by export date

Closed

relates to

UXPROD-652 Metadata Record Export

In progress

UXPROD-680 Import EDIFACT compatible purchase orders for renewals

Draft

UXPROD-1141 Create, close, cancel, Purchase Orders

Closed

UIOR-371 Allow user to set Acq method EDIFACT export triggers for POL

Closed

UIORGS-269 Allow user to choose Acq method EDIFACT export triggers for each organization

Closed

UIORGS-270 View organization exports action

Closed

UIORGS-271 Create details - Organization record can contain multiple "Integration details" configurations

Closed

UIORGS-274 View details - Organization record can contain multiple "Integration details" configurations

Closed

mentioned in: Page Loading...; Page Loading...; Page Loading...

(49 is defined by , 8 relates to, 3 mentioned in)

Activity

People

Assignee:: Dennis Bridges

Reporter:: Dennis Bridges

Votes:: 0 Vote for this issue

Watchers:: 16 Start watching this issue

Dates

Created:: 25/Apr/18 3:51 PM

Updated:: 16/Sep/22 2:13 PM

Resolved:: 25/Apr/22 1:26 PM

Export FOLIO orders in EDIFACT format