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
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