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  1. UX Product
  2. UXPROD-663

Import Invoices based on data supplied in MARC Bibliographic records

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    Details

    • Template:
      UXPROD features
    • Analysis Estimate:
      Small < 3 days
    • Front End Estimate:
      Medium < 5 days
    • Back End Estimate:
      XL < 15 days
    • Confidence factor:
      Medium
    • Development Team:
      Folijet
    • Calculated Total Rank:
      56
    • Kiwi Planning Points (DO NOT CHANGE):
      10
    • PO Rank:
      94
    • Rank: Chalmers (Impl Aut 2019):
      R5
    • Rank: Chicago (MVP Sum 2020):
      R1
    • Rank: Cornell (Full Sum 2021):
      R4
    • Rank: Duke (Full Sum 2021):
      R1
    • Rank: 5Colleges (Full Jul 2021):
      R5
    • Rank: FLO (MVP Sum 2020):
      R2
    • Rank: GBV (MVP Sum 2020):
      R5
    • Rank: Grand Valley (Full Sum 2021):
      R2
    • Rank: hbz (TBD):
      R5
    • Rank: Hungary (MVP End 2020):
      R1
    • Rank: Lehigh (MVP Summer 2020):
      R2
    • Rank: Leipzig (Full TBD):
      R5
    • Rank: Leipzig (ERM Aut 2019):
      R5
    • Rank: MI State-Lib of MI (Sum 2021):
      R2
    • Rank: MO State (MVP June 2020):
      R4
    • Rank: TAMU (MVP Jan 2021):
      R3
    • Rank: U of AL (MVP Oct 2020):
      R4

      Description

      Bring job profiles to life for MARC Bibliographic records creating (not yet deleting) Invoices + Invoice line records

      Scope:

      • Parse incoming invoice data in MARC records to identify relevant invoice details, package them up, and deliver to the invoices app with appropriate rules, so that invoices and invoice lines can be created.
      • Invoice field mapping screen has already been created, so it will just need to be adjusted to accept MARC field mappings instead of EDIFACT
      • Unlike EDIFACT, Invoice data for the same invoice may be scattered across multiple MARC files, so match/update actions will be required to add additional lines to an invoice that may already exist in FOLIO. Determine the match options to support (Inv number, Vendor, Inv date - anything else?)
      • There is no concept of an invoice header/footer when invoice data is supplied in MARC records, so more invoice-level data may have to be defaulted into the field mapping profile

      See additional details and clarifications at https://wiki.folio.org/display/MM/Create+invoices+by+importing+MARC+Bibliographic+Records

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                Assignee:
                abreaux Ann-Marie Breaux
                Reporter:
                abreaux Ann-Marie Breaux
                Analysis Estimator:
                Ann-Marie Breaux Ann-Marie Breaux
                Front End Estimator:
                Oleksii Kuzminov Oleksii Kuzminov
                Back End Estimator:
                Oleksii Kuzminov Oleksii Kuzminov
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                  Dates

                  Created:
                  Updated:

                    TestRail: Runs

                      TestRail: Cases