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  1. ui-organizations
  2. UIORGS-3

Restructure "create vendor" screen for organizations




      Purpose: To change the create vendor screen into a create organizations screen, to clean up some of the text, and to suppress vendor-specific accordions when they are not needed.

      As a staff person
      I want to be able to create organizations in FOLIO and designate some of them as vendors
      So that I can enter necessary information for vendors, but not have that additional information required for non-vendor organizations.

      NOTE: revised the changes slightly 10 April, based on conversations with e-folks (moving two accordions around, and renaming one of them). Updated wireframes attached.


      1. Scenario 1
        • Given the Organizations (previously Vendor) app
        • When a User clicks the New button
        • Then a revised Create organization screen should be displayed.
        • NOTE: See exact revisions in attached Create Organization screen changes.pdf file; let A-M know if you prefer it to be in individual image files
        • Summary of the changes
          • Replace generic wording of Vendor with Organization
          • Add a checkbox in the top accordion to indicate whether an organization is a vendor. See Scenarios 2-3 for how this checkbox affects accordion display and required fields. See separate wireframe for checkbox position. Default is unchecked, with the vendor accordions suppressed.
          • Move the Agreements and Interfaces accordions
          • Rename the Agreements accordion (to reduce the confusion with the Agreements app)
          • Remove the vendor category check boxes from the Vendor Info accordion
          • Fix remaining case problems
          • Fix remaining wording problems
          • Remove + signs from buttons
          • Remove all ghost text from data boxes
      2. Scenario 2
        • Given the Create Organizations screen
        • When the "Vendor" checkbox is NOT checked
        • Then suppress the Vendor information, Vendor terms, EDI information, and Accounts accordions from display
        • And do not make any of the elements in those accordions required when saving a new organization record
        • This is the default state for a new organization
      3. Scenario 3
        • Given the Create Organizations screen
        • When the "Vendor" checkbox is checked
        • Then show all accordions (unsuppress the Vendor information, Vendor terms, EDI information, and Accounts accordions)
        • And impose the required data elements as indicated in those accordions before a new Organization record can be saved
      4. Scenario 4
        • Ensure automated testing coverage for this new code is 80% plus and confirm with screenshot

      NOTE: Per Filip, we should not use any ghost text in fields that need data entered into them,

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                abreaux Ann-Marie Breaux
                dennisbridges Dennis Bridges
                Ann-Marie Breaux Ann-Marie Breaux
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