edi

Search functionality for providers, funds, EDI accounts and EDI messages

2

This could be created as a new search or added to the functionality of the existing search function.  Create search functionality for Providers, Funds, EDI Accounts, and EDI Messages to General Search or create a new "Admin Search" for those records that is similar to how searching works in General Search

Category

Status: 
In the attic

Approval process for EDI Invoices

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3

Currently, electronic invoices are loaded and then debit the funds immediately.   There should be a process where the invoices are examined and approved before the debit occurs.

Category

Status: 
In the attic

Ability to block the EDI transmission of an activated order

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5

Category

Status: 
Under review

Confirmation reports/status updates from EDI

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6

 The ability to receive confirmation reports/status updates from vendors via EDI. 

Note: it was mentioned during the meeting that this is probably an area that needs to be tested more. There is a link from the PO where you can click to see messages, but determining which messages are accessible here has not yet been tested thoroughly.

Category

Status: 
In the attic

Support for Enriched EDI

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7

Enriched EDI will allow libraries to send more data to vendors when submitting an electronic order. According to Ingram, Enriched EDI "allows users to send additional distribution information in the EDI order record that provides Ingram with all the information necessary to create complete holdings records to match the items shipped. The holdings records are loaded with MARC bibliographic records and overlay the on-order items. When the materials arrive from Ingram, they are shelf-ready, and the catalog already contains the necessary records to circulate the items." Read more »

Category

Status: 
Completed development

Add the ability to select an ISBN from a bib record (rather than manipulating the bib record to move the desired ISBN to the top.)

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9

When ordering electronically, if a record has multiple ISBN's (hardcover, paperback, etc), we need to be able to pick which ISBN is ordered.

Category

Status: 
Completed development
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