[UXPROD-1753] Create and link PO/POL from Agreement line - FOLIO Issue Tracker

XML

Word

Printable

Details

Type: New Feature
Status: Blocked (View Workflow)
Priority: P3
Resolution: Unresolved
Affects Version/s: None
Fix Version/s: None
Component/s: None
Labels:
- agreements
- erm

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:
Agreements
Development Team:
Bienenvolk
Calculated Total Rank:
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

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

Closed

is blocked by

STRIPES-646 SPIKE: temporarily saving form progress

Closed

relates to

UIIN-255 Item Record. Accordion Acquisitions. Implement more elements and reorder data

Open

UIIN-451 Holdings Record. Accordion Acquisition. Data to be received from the Acquisition module

Open

UIOR-286 Ability to navigate to related Inventory Instance for POL

Closed

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

Closed

UIOR-973 Creating an order from instance record

Closed

UIOR-975 Cancel creating an order or order line from instance record

Closed

(3 relates to)

Sub-Tasks

Create Purchase Order Line (POL) from an Agreement Line

Open

Unassigned

Activity

People

Assignee:: Owen Stephens

Reporter:: Owen Stephens

Votes:: 0 Vote for this issue

Watchers:: 6 Start watching this issue

Dates

Created:: 28/May/19 8:33 AM

Updated:: 10/May/22 10:08 PM

Create and link PO/POL from Agreement line