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  1. UX Product
  2. UXPROD-1141

Create, close, cancel, Purchase Orders

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Details

    • Order Materials and Services
    • Very Small (VS) < 1 day
    • Large < 10 days
    • Small < 3 days
    • Thunderjet
    • ghx-label-5

    Description

      Support all order types (including RUSH)�and allow institution to define order types.� Check Availability of FUNDS based on PO Assignment.�Attach orders to Bibliographic record (May not be a single title.� Could be a package record.� Should be tied to WHATEVER is purchased.� May not actually have a record), store requestor, FUND, Vendor, price,�status and historical notes.� FInd potential duplicates. Record receipt and notify requestor of availability.� Allow for split FUNDS per single PO.� Set expected receipt date.���Allow assignment and�tracking of�multiple types of PO Numbers.� CRUD is a key feature to this. Includes monitoring open orders and being able to filter by vendor, order date, publisher & order type. Includes full search capabilities

      TestRail: Results

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            relates to

            Epic - Created by Jira Software - do not edit or delete. Issue type for a big user story that needs to be broken down. MODORDERS-1 Tasks contributing to the development of a storage layer for the Order app

            • 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. MODORDERS-39 Implement GET /orders/id

            • 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. MODORDSTOR-24 Implement GET /orders

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

            New Feature - New feature requests UXPROD-184 Find item in KB/codex and add detials to purchase order line details

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

            New Feature - New feature requests UXPROD-545 Order Transition Service

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

            New Feature - New feature requests UXPROD-725 Ability to Search and Filter order records

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

            New Feature - New feature requests UXPROD-776 Close order and identify a reason for closure

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

            New Feature - New feature requests UXPROD-888 Duplicate orders report

            • P4 - lowest priority level, nice-to have things that require future discussion and design
            • Closed

            New Feature - New feature requests UXPROD-961 Allow Inventory Instances to generate purchase order and purchase order lines

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

            New Feature - New feature requests UXPROD-1017 Module Agnostic API for creating Purchase Orders

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

            New Feature - New feature requests UXPROD-1018 Ability to manage Donor information within FOLIO

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

            New Feature - New feature requests UXPROD-1025 Ability to configure an ACQ specific list of Material Types used in Orders

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

            New Feature - New feature requests UXPROD-1036 Ability to clone (Duplicate) orders

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

            New Feature - New feature requests UXPROD-1986 Suspend or delay orders

            • P4 - lowest priority level, nice-to have things that require future discussion and design
            • Draft

            New Feature - New feature requests UXPROD-2455 Add a configurable, independent 'order material type' field to POL

            • P4 - lowest priority level, nice-to have things that require future discussion and design
            • Draft

            Bug - A problem which impairs or prevents the functions of the product. MODORDERS-410 Cannot open order because systems thinks there is no current budget

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

            New Feature - New feature requests UXPROD-186 Checkin Item(s) and update details regarding availability

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

            New Feature - New feature requests UXPROD-187 Receive Item and update details regarding availability

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

            New Feature - New feature requests UXPROD-188 Populate item details for a POL via codex search (Execute codex search in a modal from the order record

            • P4 - lowest priority level, nice-to have things that require future discussion and design
            • Open

            New Feature - New feature requests UXPROD-189 Display a log of all activity associated with a PO/POL that includes invoices and transactions that are associated with it.

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

            Umbrella - UXPROD-204 Display a history of edits for a record that is being viewed in acquisitions

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

            New Feature - New feature requests UXPROD-517 Ability to set default currency for a tenant

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Closed

            New Feature - New feature requests UXPROD-531 Export FOLIO orders in EDIFACT format

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Closed

            New Feature - New feature requests UXPROD-685 Display certain fields based on order type and format

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

            New Feature - New feature requests UXPROD-686 Create Item Record in inventory for physical items ordered that are not currently represented in inventory by an Item

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

            New Feature - New feature requests UXPROD-765 Create New Purchase Order

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

            New Feature - New feature requests UXPROD-766 Purchase Order Summary Information

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

            New Feature - New feature requests UXPROD-767 Purchase Order Status and Workflow

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

            New Feature - New feature requests UXPROD-768 Create an order for Electronic, Physical Material, Mix or Other

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

            New Feature - New feature requests UXPROD-770 Create PO that is One-time or On-Going (Standing) purchase.

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

            New Feature - New feature requests UXPROD-1125 Ability to assign Tags to Order records - Backend work

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

            New Feature - New feature requests UXPROD-2073 Assign Tags to Order records and filter by them

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

            New Feature - New feature requests UXPROD-3215 Display a history of edits for the Order and Order line records

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

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                dennisbridges Dennis Bridges
                dennisbridges Dennis Bridges
                Dennis Bridges Dennis Bridges
                Dennis Bridges Dennis Bridges
                Dennis Bridges Dennis Bridges
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                  Updated:
                  Resolved:

                  TestRail: Runs

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