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  1. UX Product
  2. UXPROD-1665

Create, manage and apply Purchase Order templates

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    Details

    • Template:
    • Analysis Estimate:
      Medium < 5 days
    • Front End Estimate:
      XL < 15 days
    • Back End Estimate:
      Medium < 5 days
    • Development Team:
      Thunderjet
    • Calculated Total Rank:
      80
    • PO Rank:
      90
    • Rank: Chalmers (Impl Aut 2019):
      R2
    • Rank: Chicago (MVP Sum 2020):
      R2
    • Rank: Cornell (Full Sum 2021):
      R2
    • Rank: Duke (Full Sum 2021):
      R1
    • Rank: 5Colleges (Full Jul 2021):
      R2
    • Rank: FLO (MVP Sum 2020):
      R2
    • Rank: GBV (MVP Sum 2020):
      R2
    • Rank: hbz (TBD):
      R2
    • Rank: Hungary (MVP End 2020):
      R1
    • Rank: Lehigh (MVP Summer 2020):
      R1
    • Rank: TAMU (MVP Jan 2021):
      R2
    • Rank: U of AL (MVP Oct 2020):
      R1

      Description

      Purpose: Allow the administrator to create order templates that will speed up the creation of orders and limit the possibility of input errors.

      Acceptance criteria:

      • There is a permission for creating order templates in order settings
        • In a template the admin can define a default for all field values
          • Template should cover both PO and POL
      • Admin can view update and delete templates in order settings
      • Admin can associate templates with specific Teams
      • When creating an order users can select a template
        • When selected the template will fill in fields and adjust fields as defined by the template
        • User only sees templates assign to their teams and general templates in dropdown (Dependent on teams feature)

      Out of scope:

        • High value add - admin can set additional fields as required (May need be split out)
        • High value add - admin can set which fields are editable by the user (May need be split out)
        • Ability to hide order fields that are not required in the template (May need be split out)

        TestRail: Results

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                Assignee:
                dennisbridges Dennis Bridges
                Reporter:
                dennisbridges Dennis Bridges
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                  Dates

                  Created:
                  Updated:
                  Resolved:

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