Page Comparison

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• Attendees: Mary Jo Kochendorfer (Deactivated), Matt Berg, Josh Zamor, Ashraf Islam, Peter, Craig Appl, Muhammad, Elias, Brandon
• In eLMIS-TZ, budgets are currently per facility, not necessarily per facility and program. 
  • The current ERP only has a budget per facility per period, but they are asking eLMIS to know across programs how much the budget and utilization is. This is a new request just being discussed in Tanzania.
  • In the budget file, we should have some flexibility around the program code. If the program code is there, we should apply it to the program
  • The file comes through an ERP (similar to an interface)
  • We need to define the file input format
  • → This area will need discussion and decision.
• Do we need to build a file upload UI?
  • In eLMIS there is a UI to upload a template; there is also an FTP server to ingest data. The budget data comes in via FTP and is ingested. The data comes from the ERP (Epicor).
  • Could we break this into 2 epics: (1) the pure feature epic where we store and view the budget info inside OpenLMIS; (2) engaging with Tanzania enterprise architecture or doing the integration of how we get the data.
• What are the tasks that are part of this work:
  • file upload process (or data integration)
  • storage and auditing
  • expose the budget data
  • toggle this feature on and off (admin UI)
• Question: Does the file format need to be configurable (including through the Admin UI)?
  • does the configuration need to be done through the UI or with a configuration file?
• Question: What is the integration approach, maybe REST APIs?
  • Perhaps OpenLMIS should just expose a REST API for ingesting this budget information. Then another "adapter" module could plug in specifically to the Tanzania Epicor ERP system and push it into the OpenLMIS REST APIs.
• Question: Does the Budget feature apply to other parts of OpenLMIS beyond just Requisitions? 
  • Mary Jo: I have only seen people use budgets as part of the approval process, which is part of the requisition (even if it is a stock-based requisition).
  • Craig: How is budget updated? Quarterly or annually?
  • Elias: We have delivered a limited scope that does not fully track the finances of utilization of the budget. The eLMIS system is not able to show how much budget they have left or when they are running out. (Although they have asked for an additional text box to say "This partner is covering this cost." There were specific requests about how this comment box should look.)
• Question: Do we need to update the print outs?
  • Yes, we would have to update Jasper Reports
• Question: Do we need to update any reports?
• Sizing:
  • Small - 2 votes
    • Isn't a new microservice or domain
    • Addition to an existing feature
    • It's a new table for the budgets, business logic and a few UI components
  • Medium - 4 votes
    • There is business analysis needed as well as current unknown
    • Multiple microservices are used
    • There may be more than one budget source. For example, if there are budget-based rejections, these will need to be brough out with additional complexity
• We broke out the enterprise architecture as a separate item and decided to include it in the integrations feature.