[Evergreen-acq] Deactivating EDI accounts

[Jennifer Pringle]

I agree, I don't think it should still fetch invoices after it's been  
de-activated.  If a library is still expecting to get invoices it's  
not an inactive account yet and if a vendor sends unexpected invoices  
to an inactive account we don't want them coming into the system.

Maybe the recommended workflow for de-activating an EDI account should  
include staff manually checking the FTP folder for invoices a month or  
two later to see if anything unexpected is in the folder.

Jennifer


Quoting Tiffany Little via Evergreen-acq  
<evergreen-acq at list.evergreen-ils.org>:

> Thanks all! So glad to be on the cutting edge of this one. 😭
>
> Here's a bug report for adding an active field on EDI accounts:
> https://bugs.launchpad.net/evergreen/+bug/1953188
>
> My thought on an inactive EDI account would be that both the pusher and the
> fetcher would skip right over it and not check that FTP folder/site.
> Obviously we wouldn't want new orders going out with an inactive EDI
> account, but is there any reason that we would want to still fetch
> invoices? I wouldn't really think so, I wouldn't want unexpected invoices
> coming in and changing things, but maybe I'm not thinking of some use
> case...
>
> Tiffany Little, PINES Services Specialist: Acquisitions
>
> ------------------------------
>
> Georgia Public Library Service | University System of Georgia
>
> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>
> (404) 235-7161 | tlittle at georgialibraries.org
>
> Join our email list <http://georgialibraries.org/> for stories of Georgia
> libraries making an impact in our communities.
>
>
> On Wed, Aug 17, 2022 at 10:28 AM John Amundson via Evergreen-acq <
> evergreen-acq at list.evergreen-ils.org> wrote:
>
>> Hi,
>>
>> We've also never really had to deal with deactivating EDI accounts, but
>> one of our libraries puts a "z" in front of the EDI label and Provider
>> name/code so they know not to use it for new orders.
>>
>> example, "ingab" > "zingab"
>>
>> John
>>
>> John Amundson | Library Applications Supervisor | CW MARS
>>
>> jamundson at cwmars.org | 508-755-3323 x322 <%28508%29%20755-3323>
>>
>> https://www.cwmars.org
>>
>> he/him/his <https://www.mypronouns.org/he-him>
>>
>>
>> On Wed, Aug 17, 2022 at 10:21 AM Morgan, Christine via Evergreen-acq <
>> evergreen-acq at list.evergreen-ils.org> wrote:
>>
>>> Hi Tiffany,
>>>
>>> We have not had to deal with this yet either, and I agree with Ruth.  An
>>> Active/Inactive flag on the EDI account would be nice.
>>>
>>> On Wed, Aug 17, 2022 at 10:00 AM Frasur, Ruth via Evergreen-acq <
>>> evergreen-acq at list.evergreen-ils.org> wrote:
>>>
>>>> Tiffany,
>>>>
>>>>
>>>>
>>>> We haven’t had to deal with this yet, but it certainly would be nice to
>>>> have an active/inactive flag.
>>>>
>>>>
>>>>
>>>> Ruth Frasur (she/they)
>>>>
>>>> Coordinator
>>>>
>>>> *Evergreen Indiana Library Consortium*
>>>>
>>>> *Evergreen Community Development Initiative*
>>>>
>>>> Indiana State Library
>>>>
>>>> 140 N. Senate Ave.
>>>>
>>>> Indianapolis, IN 46204
>>>>
>>>> (317) 232-3691
>>>>
>>>>
>>>>
>>>> *From:* Evergreen-acq <evergreen-acq-bounces at list.evergreen-ils.org> *On
>>>> Behalf Of *Tiffany Little via Evergreen-acq
>>>> *Sent:* Wednesday, August 17, 2022 9:55 AM
>>>> *To:* Evergreen ACQ Listserv <evergreen-acq at list.evergreen-ils.org>
>>>> *Cc:* Tiffany Little <tlittle at georgialibraries.org>
>>>> *Subject:* [Evergreen-acq] Deactivating EDI accounts
>>>>
>>>>
>>>>
>>>> **** This is an EXTERNAL email. Exercise caution. DO NOT open
>>>> attachments or click links from unknown senders or unexpected email. ****
>>>> ------------------------------
>>>>
>>>> Good morning,
>>>>
>>>>
>>>>
>>>> What's your preferred way of deactivating an EDI account? They can't be
>>>> deleted once they've been used, but we don't want to allow orders out or
>>>> order responses/invoices in going forward.
>>>>
>>>>
>>>>
>>>> Trying to decide what should be my standard MO for these, and I'm
>>>> interested what others do.
>>>>
>>>>
>>>>
>>>> Thanks!
>>>> Tiffany
>>>>
>>>>
>>>>
>>>> *Tiffany Little, PINES Services Specialist: Acquisitions*
>>>> ------------------------------
>>>>
>>>> *Georgia Public Library Service | University System of Georgia*
>>>>
>>>> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>>>>
>>>> (404) 235-7161 | tlittle at georgialibraries.org
>>>>
>>>>
>>>>
>>>> *Join our email list*
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>>>> *for
>>>> stories of Georgia libraries making an impact in our communities.*
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>>>
>>>
>>> --
>>> Christine Morgan
>>> Database Support Analyst
>>> North of Boston Library Exchange, Inc.
>>> Danvers, Massachusetts
>>> cmorgan at noblenet.org
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-- 
Jennifer Pringle (she/her)
Co-op Support - Training Lead
BC Libraries Cooperative
Toll-free: 1-888-848-9250
Email:jennifer.pringle at bc.libraries.coop
Website: http://bc.libraries.coop

Gratefully acknowledging that I live and work in the unceded  
Traditional Territory of the St'at'yemc Nations.