e2e9916348
Add support for processing incoming Edifact Quotes, Invoices
and order responses and generating and transmission of
Edifact Orders.
Basic workflow is that an incoming quote generates an aquisition
basket in Koha, with each line corresponding to an order record
The user can then generate an edifact order from this (or another)
basket, which is transferred to the vendor's site
The supplier generates an invoice on despatch and this will
result in corresponding invoices being generated in Koha
The orderlines on the invoice are receipted automatically.
We also support order response messages. This may include
simple order acknowledgements, supplier reports/amendments
on availability. Cancellation messages cause the koha order
to be cancelled, other messages are recorded against the order
Which messages are to be supported/processed is specifiable on a
vendor by vendor basis via the admin screens
You can also specify auto order i.e. to generate orders from quotes
without user intervention - This reflects existing
workflows where most work is done on the suppliers website
then generating a dummy quote
Received messages are stored in the edifact_messages table
and the original can be viewed via the online
Database changes are in installer/data/mysql/atomicchanges/edifact.sql
Note new perl dependencies:
Net::SFTP:Foreign
Text::Unidecode
Signed-off-by: Paul Johnson <p.johnson@staffs.ac.uk>
Signed-off-by: Sally Healey <sally.healey@cheshiresharedservices.gov.uk>
Signed-off-by: Kyle M Hall <kyle@bywatersolutions.com>
Signed-off-by: Brendan A Gallagher <brendan@bywatersolutions.com>
299 lines
9.5 KiB
Text
299 lines
9.5 KiB
Text
[% INCLUDE 'doc-head-open.inc' %]
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<title>Koha › Administration › EDI accounts
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[% IF acct_form %]
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[% IF account %]
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’ Modify account
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[% ELSE %]
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’ Add new account
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[% END %]
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[% END %]
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[% IF delete_confirm %]
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’ Confirm deletion of account
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[% END %]
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</title>
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[% INCLUDE 'doc-head-close.inc' %]
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</head>
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<body id="admin_edi_acct" class="admin">
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[% INCLUDE 'header.inc' %]
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[% INCLUDE 'cat-search.inc' %]
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<div id="breadcrumbs">
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<a href="/cgi-bin/koha/mainpage.pl">Home</a>
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› <a href="/cgi-bin/koha/admin/admin-home.pl">Administration</a>
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› <a href="/cgi-bin/koha/admin/edi_accounts.pl">EDI accounts</a>
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[% IF acct_form %]
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[% IF account %]
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› Modify account
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[% ELSE %]
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› Add new account
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[% END %]
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[% ELSIF delete_confirm %]
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› Confirm deletion of account
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[% ELSE %]
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› Accounts
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[% END %]
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</div>
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<div id="doc3" class="yui-t2">
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<div id="bd">
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<div id="yui-main">
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<div class="yui-b">
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[% IF display %]
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<div id="toolbar" class="btn-toolbar">
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<a class="btn btn-small" id="newediacct" href="/cgi-bin/koha/admin/edi_accounts.pl?op=acct_form">
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<i class="icon-plus"></i>
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New account
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</a>
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</div>
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[% END %]
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[% IF acct_form %]
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<form action="/cgi-bin/koha/admin/edi_accounts.pl" name="Actform" method="post">
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<input type="hidden" name="op" value="save" />
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[% IF account %]
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<input type="hidden" name="id" value="[% account.id %]" />
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[% END %]
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<fieldset class="rows">
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<legend>
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[% IF account %]
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Modify account
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[% ELSE %]
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New account
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[% END %]
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</legend>
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<ol>
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<li>
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<label for="vendor_id">Vendor: </label>
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<select name="vendor_id" id="vendor_id">
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[% FOREACH vendor IN vendors %]
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[% IF account.vendor_id == vendor.id %]
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<option value="[% vendor.id %]" selected="selected">[% vendor.name %]</option>
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[% ELSE %]
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<option value="[% vendor.id %]">[% vendor.name %]</option>
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[% END %]
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[% END %]
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</select>
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</li>
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<li>
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<label for="description">Description: </label>
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<input type="text" name="description" id="description" size="20" maxlength="90" value="[% account.description %]" />
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</li>
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<li>
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[% transport_types = [
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'FTP', 'SFTP', 'FILE'
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]
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%]
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<label for="transport">Transport: </label>
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<select name="transport" title="valid types of transport are FTP and SFTP"
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id="transport">
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[% FOREACH transport_type IN transport_types %]
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[% IF transport_type == account.transport %]
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<option value="[% transport_type %]" selected="selected">[% transport_type %]</option>
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[% ELSE %]
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<option value="[% transport_type %]">[% transport_type %]</option>
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[% END %]
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[% END %]
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</select>
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</li>
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<li>
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<label for="host">Remote host: </label>
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<input type="text" name="host" id="host" size="20" maxlength="90" value="[% account.host %]" />
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</li>
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<li>
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<label for="username">Username: </label>
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<input type="text" name="username" id="username" size="20" maxlength="90" value="[% account.username %]" />
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</li>
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<li>
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<label for="password">Password: </label>
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<input type="text" name="password" id="password" size="20" maxlength="90" value="[% account.password %]" />
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</li>
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<li>
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<label for="download_directory">Download directory: </label>
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<input type="text" name="download_directory" id="download_directory" size="20" maxlength="90"
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title="The download directory specifies the directory on the ftpsite from which we download quotes and invoices"
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value="[% account.download_directory %]" />
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</li>
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<li>
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<label for="upload_directory">Upload directory: </label>
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<input type="text" name="upload_directory" id="upload_directory" size="20" maxlength="90"
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title="The upload directory specifies the directory on the ftp site to which we upload orders"
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value="[% account.upload_directory %]" />
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</li>
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<li>
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<label for="id_code_qualifier">Qualifier:</label>
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<select name="id_code_qualifier" id="id_code_qualifier">
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[% FOREACH qualifier IN code_qualifiers %]
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[% IF qualifier.code == account.id_code_qualifier %]
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<option value="[% qualifier.code %]" selected="selected">
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[% qualifier.description %]
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</option>
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[% ELSE %]
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<option value="[% qualifier.code %]">
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[% qualifier.description %]
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</option>
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[% END %]
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[% END %]
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</select>
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</li>
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<li>
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<label for="san">SAN: </label>
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<input type="text" name="san" id="san" size="20" maxlength="90" value="[% account.san %]" />
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</li>
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<li>
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<label for="quotes_enabled">Quotes enabled: </label>
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[% IF account.quotes_enabled %]
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<input type="checkbox" name="quotes_enabled" id="quotes_enabled" value="[% account.quotes_enabled %]" checked />
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[% ELSE %]
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<input type="checkbox" name="quotes_enabled" id="quotes_enabled" value="[% account.quotes_enabled %]" />
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[% END %]
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</li>
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<li>
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<label for="orders_enabled">Orders enabled: </label>
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[% IF account.orders_enabled %]
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<input type="checkbox" name="orders_enabled" id="orders_enabled" value="[% account.orders_enabled %]" checked />
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[% ELSE %]
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<input type="checkbox" name="orders_enabled" id="orders_enabled" value="[% account.orders_enabled %]" />
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[% END %]
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</li>
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<li>
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<label for="invoices_enabled">Invoices enabled: </label>
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[% IF account.invoices_enabled %]
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<input type="checkbox" name="invoices_enabled" id="invoices_enabled" value="[% account.invoices_enabled %]" checked />
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[% ELSE %]
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<input type="checkbox" name="invoices_enabled" id="invoices_enabled" value="[% account.invoices_enabled %]" />
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[% END %]
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</li>
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<li>
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<label for="responses_enabled">Responses enabled: </label>
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[% IF account.responses_enabled %]
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<input type="checkbox" name="responses_enabled" id="responses_enabled" value="[% account.responses_enabled %]" checked />
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[% ELSE %]
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<input type="checkbox" name="responses_enabled" id="responses_enabled" value="[% account.responses_enabled %]" />
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[% END %]
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</li>
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<li>
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<label for="auto_orders">Automatic ordring (Quotes generate orders without staff intervention): </label>
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[% IF account.auto_orders %]
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<input type="checkbox" name="auto_orders" id="auto_orders" value="[% account.auto_orders %]" checked />
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[% ELSE %]
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<input type="checkbox" name="auto_orders" id="auto_orders" value="[% account.auto_orders %]" />
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[% END %]
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</li>
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</ol>
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</fieldset>
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<fieldset class="action">
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<input type="submit" value="Submit" />
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<a href="/cgi-bin/koha/admin/edi_accounts.pl" class="cancel">Cancel</a>
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</fieldset>
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</form>
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[% END %]
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[% IF delete_confirm %]
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<div class="dialog alert">
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<h3>Delete this account?</h3>
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<table>
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<tr>
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<th>Vendor</th>
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<td>[% account.vendor %]</td>
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</tr>
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<tr>
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<th>Description</th>
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<td>[% account.description %]</td>
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</tr>
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<tr>
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<th>SAN</th>
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<td>[% account.san %]</td>
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</tr>
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</table>
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<form action="/cgi-bin/koha/admin/edi_accounts.pl" method="post">
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<table>
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</table>
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<input type="hidden" name="op" value="delete_confirmed" />
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<input type="hidden" name="id" value="[% account.id %]" />
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<input type="submit" class="approve" value="Yes, Delete" />
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</form>
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<form action="/cgi-bin/koha/admin/edi_accounts.pl" method="get">
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<input type="submit" class="deny" value="No, do not Delete" />
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</form>
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[% END %]
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[% IF display %]
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<h2>Vendor EDI accounts</h2>
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<table>
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<tr>
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<th>ID</th>
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<th>Vendor</th>
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<th>Description</th>
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<th>Transport</th>
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<th>Remote host</th>
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<th>Username</th>
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<th>Password</th>
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<th>Download Directory</th>
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<th>Upload Directory</th>
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<th>id_code_type</th>
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<th>id_code</th>
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<th>Quotes</th>
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<th>Orders</th>
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<th>Invoices</th>
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<th>Responses</th>
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<th>Auto ordering</th>
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<th>Actions</th>
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</tr>
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[% FOREACH account IN ediaccounts %]
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[% IF loop.even %]<tr>
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[% ELSE %]<tr class="highlight">
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[% END %]
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<td>[% account.id %]</td>
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<td><a href="/cgi-bin/koha/acqui/supplier.pl?supplierid=[% account.vendor_id %]">[% account.vendor.name %]</a></td>
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<td>[% account.description %]</td>
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<td>[% account.transport %]</td>
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<td>[% account.host %]</td>
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<td>[% account.username %]</td>
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<td>[% IF account.password %]xxxxx[% END %]</td>
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<td>[% account.download_directory %]</td>
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<td>[% account.upload_directory %]</td>
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<td>[% account.id_code_qualifier %]</td>
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<td>[% account.san %]</td>
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[% IF account.quotes_enabled %]
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<td>Y</td>
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[% ELSE %]
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<td>N</td>
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[% END %]
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[% IF account.orders_enabled %]
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<td>Y</td>
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[% ELSE %]
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<td>N</td>
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[% END %]
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[% IF account.invoices_enabled %]
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<td>Y</td>
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[% ELSE %]
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<td>N</td>
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[% END %]
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[% IF account.responses_enabled %]
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<td>Y</td>
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[% ELSE %]
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<td>N</td>
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[% END %]
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[% IF account.auto_orders %]
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<td>Y</td>
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[% ELSE %]
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<td>N</td>
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[% END %]
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<td align="center">
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<a href="/cgi-bin/koha/admin/edi_accounts.pl?op=acct_form&id=[% account.id %]">Edit</a> | <a href="/cgi-bin/koha/admin/edi_accounts.pl?op=delete_confirm&id=[% account.id %]">Delete</a>
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</td>
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</tr>
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[% END %]
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</table>
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[% END %]
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</div>
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</div>
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<div class="yui-b">
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[% INCLUDE 'admin-menu.inc' %]
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</div>
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</div>
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[% INCLUDE 'intranet-bottom.inc' %]
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