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  1. UX Product
  2. UXPROD-1753

Create and link PO/POL from Agreement line

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    Details

    • Type: New Feature
    • Status: Blocked (View Workflow)
    • Priority: P3
    • Resolution: Unresolved
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: None
    • Labels:
    • Template:
      UXPROD features
    • Potential Workaround:
      Hide
      It is already possible to link a POL to an Agreement line. If the PO/POL does not already exist, the user can open the Orders app in another browser tab and create the necessary PO/POL before making the link.

      This feature is to improve the UX, but does not substantially enhance the functionality
      Show
      It is already possible to link a POL to an Agreement line. If the PO/POL does not already exist, the user can open the Orders app in another browser tab and create the necessary PO/POL before making the link. This feature is to improve the UX, but does not substantially enhance the functionality
    • Epic Link:
    • Development Team:
      ERM
    • Calculated Total Rank:
      32
    • Kiwi Planning Points (DO NOT CHANGE):
      3
    • PO Rank:
      10
    • PO Ranking Note:
      This is ranked low because there is a reasonably clear and easy to implement work around
    • Rank: Chalmers (Impl Aut 2019):
      R4
    • Rank: Chicago (MVP Sum 2020):
      R4
    • Rank: Cornell (Full Sum 2021):
      R4
    • Rank: Duke (Full Sum 2021):
      R4
    • Rank: 5Colleges (Full Jul 2021):
      R2
    • Rank: 5Colleges (ERM Jun 2020):
      R4
    • Rank: FLO (MVP Sum 2020):
      R2
    • Rank: GBV (MVP Sum 2020):
      R3
    • Rank: hbz (TBD):
      R2
    • Rank: Lehigh (MVP Summer 2020):
      R2
    • Rank: MO State (MVP June 2020):
      R4
    • Rank: TAMU (MVP Jan 2021):
      R3
    • Rank: U of AL (MVP Oct 2020):
      R4

      Description

      Sometimes a librarian may need to link an Agreement line to a POL, but the appropriate PO and/or POL won't already exist.

      This feature is to support the process of adding the PO/POL starting from the context of an Agreement, supporting an effective and efficient workflow for the user

        TestRail: Results

          Attachments

            Issue Links

            has to be done after

            New Feature - New feature requests UXPROD-1157 Link resources in agreements (agreement lines) to Purchase Orders / Purchase Order Lines

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

            Task - A task that needs to be done. STRIPES-646 SPIKE: temporarily saving form progress

            • TBD - To be determined
            • Closed
            relates to

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-255 Item Record. Accordion Acquisitions. Implement more elements and reorder data

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-451 Holdings Record. Accordion Acquisition. Data to be received from the Acquisition module

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIOR-286 Ability to navigate to related Inventory Instance for POL

            • 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. UX-275 UX: linking from Inventory (Instance, Holdings, Item, Container) to Order (orderlines)

            • 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. UIIN-548 Creating an order from instance record

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

              Activity

                People

                Assignee:
                ostephens Owen Stephens
                Reporter:
                ostephens Owen Stephens
                Votes:
                0 Vote for this issue
                Watchers:
                6 Start watching this issue

                  Dates

                  Created:
                  Updated:

                    TestRail: Runs

                      TestRail: Cases