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  1. mod-orders
  2. MODORDERS-663

Update PO workflow status based on cancelation of POLs.

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    Details

    • Template:
      Thunderjet/Firebird Back-end Story Template
    • Sprint:
      ACQ Sprint 138, ACQ Sprint 139
    • Story Points:
      3
    • Development Team:
      Thunderjet
    • Release:
      Morning Glory R2 2022
    • Affected Institution:
      MI State University/Library of Michigan

      Description

      Purpose: ** Allow systems like EBSCONET to set orders/orderlines to canceled.

      User story statement(s):

      As an ordering librarian
      I want to have the ability to easily mark a POL as canceled and see that is has been canceled
      so that i can easily keep track of what lines are active and what lines are not on ongoing orders

      Acceptance criteria:

      • When PO line is update, If all POLs on a PO can be considered canceled the PO is closed and Reason for closure is set to "Cancelled"
        • The following table outlines the criteria for considering a POL "Canceled" based on the payment and receipt status
        • When is POL considered Canceled Pending Awaiting Partially Ongoing Fully Payment not required Canceled
          Pending NA NA NA NA NA NA NA
          Awaiting NA NA NA NA NA NA NA
          Partially NA NA NA NA NA NA NA
          Ongoing NA NA NA NA NA NA NA
          Fully NA NA NA NA Complete Complete Canceled
          Receipt not required NA NA NA NA Complete Complete Canceled
          Canceled NA NA NA NA Canceled Canceled Canceled
      • When the POL Payment status is set to canceled all related Encumbrance transaction statuses are set to released. When payment status is changed from Canceled to awaiting payment, partially paid or Ongoing then encumbrance transactions are set to "Unreleased"

      see wiki for more detail https://wiki.folio.org/x/WIq8B

        TestRail: Results

          Attachments

          1. Cancel.png
            Cancel.png
            248 kB
          2. Icon example.png
            Icon example.png
            6 kB
          3. POL Cancel action.png
            POL Cancel action.png
            227 kB
          4. POL canceled.png
            POL canceled.png
            182 kB
          5. Released.png
            Released.png
            141 kB

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                People

                Assignee:
                dennisbridges Dennis Bridges
                Reporter:
                dennisbridges Dennis Bridges
                Tester Assignee:
                Dennis Bridges Dennis Bridges
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                  Dates

                  Created:
                  Updated:
                  Resolved:

                    TestRail: Runs

                      TestRail: Cases