[UXPROD-1845] Claiming unreceived or unreceivable items workflow - FOLIO Issue Tracker

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Type: New Feature
Status: Analysis Complete (View Workflow)
Priority: P3
Resolution: Unresolved
Affects Version/s: None
Fix Version/s: Quesnelia (R1 2024)
Component/s: None
Labels:
- LC-priority2
- acquisitions
- loc
- post-v1
- receiving
- round_iv

Template:

UXPROD features
Release:
Quesnelia (R1 2024)
Epic Link:
Claiming Materials
Front End Estimate:
XL < 15 days
Front-End Confidence factor:
60%
Back End Estimate:
XXL < 30 days
Back-End Confidence factor:
70%
Development Team:
Thunderjet
Calculated Total Rank:
Kiwi Planning Points (DO NOT CHANGE):
51
PO Rank:
90
Rank: Chalmers (Impl Aut 2019):
R4
Rank: Chicago (MVP Sum 2020):
R4
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):
R1
Rank: hbz (TBD):
R4
Rank: Lehigh (MVP Summer 2020):
R4
Rank: Leipzig (Full TBD):
R2
Rank: Mainz (Full TBD):
R1
Rank: MI State-Lib of MI (Sum 2021):
R2
Rank: MO State (MVP June 2020):
R2
Rank: TAMU (MVP Jan 2021):
R4
Rank: U of AL (MVP Oct 2020):
R4

Description

Claims are filed via multiple communication methods (Eg. EDIFACT, e-mail or printed). This is different depending on if this is an ongoing order (maybe based on prediction or patterns) or one-time order (based on order date and expected delivery period from vendor). Consider splitting in order to prioritize feature.

See the related stories for information about the proposed design

TestRail: Results

Attachments

Issue Links

relates to

UIOR-396 Populate claiming interval in POL from Organization record

Open

UIOR-397 Add claiming checkbox to POL details

Open

UIOR-398 Overdue Alert: Claim needed

Open

UIOR-399 View claiming information on POL

Open

UIOR-670 Create claim action

Open

UXPROD-4134 Manage claiming letter template for use in claiming workflow

Open

UIOR-321 Create filter options for Claim details

Blocked

UXPROD-194 Checkin Maintenance (managing pieces with publication patterns)

In Refinement

UXPROD-4168 Build custom templates for printing a claim

Draft

UXPROD-4186 Generate claim information to share with Vendor

Open

mentioned in: Page Loading...; Page Loading...; Page Loading...; Page Loading...; Page Loading...

(5 relates to, 5 mentioned in)

Activity

People

Assignee:: Dennis Bridges

Reporter:: Dennis Bridges

Analysis Estimator:: Dennis Bridges

Back End Estimator:: Serhii Nosko

Votes:: 0 Vote for this issue

Watchers:: 19 Start watching this issue

Dates

Created:: 02/Jul/19 4:18 PM

Updated:: 6 days ago 3:35 PM

Claiming unreceived or unreceivable items workflow