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  1. ui-orders
  2. UIOR-973

Creating an order from instance record

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Details

    • ACQ Sprint 140, ACQ Sprint 141
    • 5
    • Thunderjet
    • Morning Glory R2 2022

    Description

      Purpose: The FOLIO system support the possibility to create orders in other modules then the Order app, in order for institutions to work efficiently. This story is about creating of an order from Inventory, and more specific the instance record.

      Use case:
      There are multiple request for a given instance record, and as an acquisition manager, I decide to buy an extra copy/copies, to get the request queue, and the patrons waiting time down.

      Stories:

      1. Create PO
        • Given user has click "New order" from inventory and clicked create
        • When create PO form is displayed
        • Then user can fill out form with all required fields
        • AND click on the button: Add POL to save the PO
      2. Error saving PO {}
        • Given user has click "New order" from inventory and clicked create
        • When clicking Add POL returns an error and order can not be saved
        • Then user is taken back to instance view**
      3. Add POL {}
        • Given the newly created purchase order is saved successfully
        • When click on Add POL
        • Then POL for is displayed
        • AND the accordion with Item details will be pre-populated with data from the Instance record for the given resource title
      4. Error saving POL {}
        • Given user has click "New order" from inventory and clicked create
        • When clicking Save returns an error and order line can not be saved
        • Then user is taken to PO view in orders app
      5. Save and close
        • Given all mandatory elements (all marked with asteriks) and other relevant data element are entered
        • When click on the button Save and close
        • Then the complete order record from the instance record is created
        • AND user is taken to PO view in order app
      6. Save and open purchase order line
        • Given all mandatory elements (all marked with asteriks) and other relevant data element are entered
        • When click on the button Save and open purchase order line
        • Then the complete order record from the instance record is created
        • AND user is taken to Instance view in inventory app

      NOTES
      Restrict use of find-instance-plugin for this workflow. Also prevent users from editing fields populated with instance data, so they can not sever the instance connection during workflow.

      Do not allow "Create another" in this workflow

      TestRail: Results

        Attachments

          1. Create and Open order from instance.mp4
            8.76 MB
            Nina Chistova
          2. Create and Save order from instance as expected.mp4
            10.37 MB
            Nina Chistova
          3. Order pane is displayed after order creation as expected.mp4
            6.26 MB
            Nina Chistova
          4. Screen Shot 2022-05-06 at 11.41.52 AM.png
            586 kB
            Dennis Bridges
          5. Screen Shot 2022-05-06 at 11.43.58 AM.png
            355 kB
            Dennis Bridges
          6. Screen Shot 2022-05-06 at 11.56.29 AM.png
            400 kB
            Dennis Bridges

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                dennisbridges Dennis Bridges
                dennisbridges Dennis Bridges
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                Dates

                  Created:
                  Updated:
                  Resolved:

                  TestRail: Runs

                    TestRail: Cases