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  1. ERM Platform
  2. ERM-239

Link existing Purchase Order Line (POL) to an Agreement Line

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Details

    • ERM Sprint 64, ERM Sprint 67
    • 7
    • Bienenvolk
    • Very Small (VS) < 1day
    • Medium < 5 days

    Description

      Value for user:
      By linking a POL to an Agreement line a library can record, view and track information about the acquisition of the items within the agreement including

      • how much the resource costs/will cost
      • how much has been spent on the resource
      • when the last invoice was paid

      Examples:
      An Agreement consists of a subscription to a package of content and some individual titles. The library needs to track orders and payments for both the package and the specific titles. They link existing POLs for the relevant agreement lines to track this.

      Roles and restrictions:

      • The option link a POL should only display for users with the rights to edit Agreements

      Workflow / UI expectations:
      From Agreements (edit view) -> Agreement Lines each agreement line should be displayed with an option to "Add PO line"
      Clicking "Add PO line" will prompt the user to search for and select an existing POL (using the POL search & sort modal)

      Business rules & constraints:

      See also https://issues.folio.org/browse/ERM-240 for mockups

      TestRail: Results

        Attachments

          Issue Links

            clones

            Sub-task - The sub-task of the issue UXPROD-1679 Create Purchase Order Line (POL) from an Agreement Line

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Open
            defines

            New Feature - New feature requests UXPROD-1157 Link resources in agreements (agreement lines) to Purchase Orders / Purchase Order Lines

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed
            relates to

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. ERM-240 Display Purchase Order Line (POL) information with an Agreement Line (edit view)

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. ERM-313 Filtering to single POL in search plugin leads to that POL being selected

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. ERM-315 Linking PO Line to an agreement line for an eHolding resource fails

            • P2 - normal priority level, must be included in the current development cycle
            • Closed
            requires

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UINV-24 Search and select POL plugin

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIOR-320 Add configuration to plugin-find-po-line for single select support

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed
            mentioned in

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                sosguthorpe Steve Osguthorpe
                ostephens Owen Stephens
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                  Updated:
                  Resolved:

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