Details
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New Feature
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Status: Closed (View Workflow)
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P3
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Resolution: Done
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None
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None
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Medium < 5 days
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XL < 15 days
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Medium < 5 days
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Thunderjet
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90
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R2
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R2
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R2
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R1
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R2
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R2
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R2
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R2
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R1
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R1
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R2
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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
- In a template the admin can define a default for all field values
- 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:
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- 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
Attachments
Issue Links
- has to be done before
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UXPROD-1662 Create, manage and apply Item templates
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- Draft
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UXPROD-1663 Create, manage and apply Holdings templates
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- Draft
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UXPROD-1664 Create, manage and apply Instance templates
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- Draft
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- relates to
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UIOR-236 Add "Order templates" to orders section in settings
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- Closed
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UIOR-237 Create order templates in settings
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- Closed
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UIOR-238 View, Edit and delete "Order templates"
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- Closed
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UIOR-301 Create PO and POL(s) using order templates
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- Closed
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UIOR-311 Remove required fields from PO templates
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- Closed
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UIOR-312 PO Template: Payment and Receipt status
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- Closed
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MODORDERS-267 Add purchaseOrder.template field
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- Closed
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