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  1. UX Product
  2. UXPROD-1544

Pivot Vendor App into Organizations App

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    • Thunderjet
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    Description

      Overview: The FOLIO system requires the ability to keep track of organizations, some of which are generic/non-vendor and others (vendors) which have more details specified.

      Background: Whether an organization is considered a "vendor" has been identified as the main distinction here. In order to increase the flexibility of Vendors such that they can be used effectively by modules other than orders to represent both vendor and non-vendor organizations . This feature aims to convert what we call a "Vendor" into an "Organization" that can take on the role of "Vendor".

      Requirements:

      • An organization with the "Vendor" flag enabled must be able to perform all the functions of the current Vendor
      • Update the labels in APIs, Schemas, and other Documentation accordingly

      UI Stories needed:

      • When assigning an org to an order, limit to organizations that have function: can be assigned to orders (may have implication for organization lookup widget)
      • When assigning an org to an invoice, limit to organizations that have function: can be assigned to invoice (may have implication for organization lookup widget)
      • When assigning an org to an agreement, limit to organizations that have function: can be assigned to agreements (may have implication for organization lookup widget)
      • When assigning an org to a license, limit to organizations that have function: can be assigned to license (may have implication for organization lookup widget)
      • When assigning an org to an eUsage record, limit to organizations that have function: can be assigned to eUsage (may have implication for organization lookup widget)
      • Question: Any other record types that need organizations assigned to them?
      • Change the vendor lookup plugin to organizations lookup plugin (do we need to add some sort of understanding of function or role? should only suggest organizations that can be assigned to that particular type of record)
      • Clean up documentation (see MODVEND-89)
      • Get rid of as many trivial bugs as we can (see small stories and bugs in UXPROD-1603)
        [no additional fields needed in Agreements or Interfaces in the short term]

      Additional information to be provided as analysis continues.

      TestRail: Results

        Attachments

          Issue Links

            is cloned by

            New Feature - New feature requests UXPROD-1773 Updates and bug fixes for Organizations App Q3 2019

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. ERM-165 Display interfaces for each linked Organizations in Agreements

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

            New Feature - New feature requests UXPROD-1601 Support Organisations app as source of Organisations

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. FOLIO-1938 Create organizations github repositories and add to CI

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODGOBI-67 Switch to mod-organizations-storage

            • 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. MODORGSTOR-1 Schema Updates

            • 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. MODORGSTOR-2 Project Setup

            • 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. MODORGSTOR-3 Sample and Reference Data

            • 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. MODORGSTOR-4 Refactor APIs

            • 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. MODORGSTOR-16 Spike: Vendor UI and Backend Refactoring

            • 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. MODORGSTOR-23 Sample data: add non-vendor organizations

            • 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. UIORG-156 Rename ui-organization

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIORGS-1 Project Setup

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIORGS-2 Restructure "view details" screen for organizations

            • 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. UIORGS-3 Restructure "create vendor" screen for organizations

            • 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. UIORGS-6 Add (assign) "contact person" to organization

            • 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. UIORGS-7 Organization checkbox for indicating Org is a Vendor

            • 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. UIORGS-8 Make organization form responsive to "Vendor" checkbox

            • 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. UIORGS-12 Update UI-Vendors to reference mod-vendor-storage

            • 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. UIORGS-34 Create and Edit interfaces

            • 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. UIORGS-35 Assign Interfaces

            • 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. UIORGS-36 Un-assign and delete interface form View interface

            • 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. UIORGS-37 Project Setup - Part 2

            • 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. UIORGS-42 Create/edit "contact person" from organization

            • 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. UIORGS-43 View "contact person" on organization view

            • 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. UIORGS-56 View interface

            • 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. UIORGS-57 un-assign from organization edit

            • 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. UIORGS-67 Add note field to contact person

            • 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. UIORGS-72 Add “Is Vendor” column to Organizations search results and add Filter for "Is Vendor"

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

            Task - A task that needs to be done. UIV-100 Update ACQ interface fields Document to reflect necessary label adjustments

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

            Epic - Created by Jira Software - do not edit or delete. Issue type for a big user story that needs to be broken down. UXPROD-1139 Allow for the creation and management of organization records

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

            New Feature - New feature requests UXPROD-1578 Organizations: Search and filter enhancements

            • 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-225 Switch to mod-organizations-storage

            • 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. MODVEND-78 Rename mod-vendors to mod-vendors-storage

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

            Task - A task that needs to be done. MODVEND-91 Dereference contacts from vendor model

            • 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. UIOR-189 Update vendor dropdown in E and Physical resource accordions in PO Line

            • 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. UIOR-209 Switch to mod-organizations-storage

            • 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. UIORGS-4 Restructure "edit vendor" screen for organizations

            • 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. UIORGS-31 App UI changes related to Vendor pivot

            • 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. UIORGS-32 Settings UI changes related to Vendor pivot

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

            Bug - A problem which impairs or prevents the functions of the product. UIORGS-44 Focus does not scroll down to required fields when trying to update record with missing values

            • 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. UIORGS-51 Select and add multiple contacts at once

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

            Activity

              People

                dennisbridges Dennis Bridges
                dennisbridges Dennis Bridges
                Craig McNally Craig McNally
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                  Updated:
                  Resolved:

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