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  1. UX Product
  2. UXPROD-1753 Create and link PO/POL from Agreement line
  3. UXPROD-1679

Create Purchase Order Line (POL) from an Agreement Line



    • Type: Sub-task
    • Status: Open (View Workflow)
    • Priority: P3
    • Resolution: Unresolved
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: None
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      Value for user:
      By creating a POL from an Agreement line a library can record, view and track information about the acquisition of the items within the agreement including

      • how much the resource costs/will cost
      • how much has been spent on the resource
      • when the last invoice was paid

      An Agreement consists of a subscription to a package of content and some individual titles. The library needs to track orders and payments for both the package and the specific titles. They create POLs for the relevant agreement lines to track this

      Roles and restrictions:

      • The option create a POL should only display for users with the rights to create POLs in the Orders app

      Workflow / UI expectations:
      From Agreements (preview pane) -> Finances - agreement lines each agreement line should be displayed with an option to "Add POL"
      Clicking "Add POL" will prompt the user to select an existing PO and then start the process of adding a new POL to that POL in the Orders App, with some parts of the POL form pre-populated based on information from the Agreement line/resource

      Business rules & constraints:

      • When creating a POL all usual requirements and constraints for creating a POL should be followed. This is already defined in the Orders app and should be controlled there
      • Once a POL is linked to an Agreement line it can only be removed by deleting the POL in the Orders app

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                Unassigned Unassigned
                ostephens Owen Stephens
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