Details
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New Feature
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Status: Closed (View Workflow)
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P1
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Resolution: Done
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None
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None
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XXL < 30 days
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Low
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XXL < 30 days
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FE now includes changes in 3 different modules so this could be very large. BE also involves a lot of logic in different areas to update the way order handles location.
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Thunderjet
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102
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R2 2021
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R2
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R2
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R1
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R4
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R4
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R4
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R2
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R2
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R2
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R5
Description
Problem: Some pieces are received with no items in inventory to represent them. In this case there is no indication that those materials have been received in any other application. This information may be important for discovery, managing inventory and other workflows.
Note: this feature will include an update to the interaction logic between orders and inventory regarding Holdings. Receiving pieces to a new location can in some cases result in unwanted Holdings being created. When the perm location of a Holding is change it may need to update expected pieces such that they can be received to the correct location.
Use cases:
- Print Journals (Only Physical Pieces) are checked-in for a periodical and the system is not set to create items to represent them. The librarian might be waiting to bind those things until they have enough pieces to bind and creating items may require them to be deleted once bound. The librarian wants these pieces to show in discovery as expected and ultimately as received until 1 item is created to represent them. These items would live on the self and be available for use even though there is no item record. These many be for circulation or for internal use.
- When the librarian receives these pieces they might add a public note when they indicate they want them piece to display publicly
- Patron comes to reference desk because they can't find something. Librarian wants to confirm it has been received, identify what bound volume it is included (If it has been bound yet) in and find out where that bound volume or loose issue is in the library. These librarian often will not be accessing the ILS system and Acquisitions data as they may not have creds/perms/training.
- Patron wants to confirm a material has been received, identify what bound volume it is included (If it has been bound yet) in and find out where that bound volume or loose issue is in the library.
- For some legal materials (Integrated materials) there will never be an item representing the piece being received. It may be a pocket part etc. and librarians will still need to be able to identify whether it has been received or not. This information is also displayed in discovery
- Librarian my reference the receipt date as a means of troubleshooting why nothing has been received recently.
- Patron wants to see info for a particular title. Item may have been created for piece but holding with provide additional information about what makes up that item. Eg. Current years version of chapter two has been received and added to it.
Approach:
https://wiki.folio.org/display/FOLIJET/Display+piece+information+on+Inventory+holdings+record
TestRail: Results
Attachments
Issue Links
- has to be done after
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UXPROD-1925 Holdings: Display of POL number, Order status, Order date and Price in the Acquisition accordion
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- Closed
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- is defined by
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MODORDERS-534 Define and implement business API for retrieving pieces information
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- Closed
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MODORDERS-535 Take into consideration "holdingId" or "locationId" when check-in/unreceive/receive pieces
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- Closed
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MODORDERS-572 Piece update/receive : support location/holding field adjustments
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- Closed
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MODORDERS-575 No way to create piece for pending order with manual create piece = True
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- Closed
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MODORDERS-576 Holding is created for piece when Create inventory is None/Instance
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- Closed
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MODORDERS-577 Unopen doesn't remove pieces
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- Closed
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MODORDERS-578 Holding is created for order line when Create inventory is None/Instance
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- Closed
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MODORDERS-579 POL Quantity not updated when piece is deleted that does not share location with POL
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- Closed
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MODORDERS-580 POL location not updated when piece location is Edited
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- Closed
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MODORDERS-583 Item not created when editing piece
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- Closed
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MODORDERS-584 User can remove last unit of quantity from POL
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- Closed
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MODORDERS-604 Display 0 value when order quantity is 0
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- Closed
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MODORDERS-606 Pieces with no location can be delete and do not update order quantity
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- Closed
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MODORDERS-607 Can't edit caption or enumeration etc. when piece has no item connected
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- Closed
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MODORDSTOR-235 Add field to Piece schema for support holding
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- Closed
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MODORDSTOR-240 Add new fields to receiving history view: displayOnHolding, enumeration, chronology, discoverySuppress
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- Closed
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MODORDSTOR-244 Update piece schema to include Copy number, Enumeration AND Chronology
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- Closed
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UIIN-1502 Retrieve and display select Piece information on Holding
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- Closed
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UIIN-1632 Update Received piece table columns
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- Closed
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UIOR-795 `useLineHoldings` hook usage from `stripes-acq-components`
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- Closed
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UIOR-821 Creating order for Electronic only results in piece not being created
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- Closed
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UIOR-824 User can't edit opened POL when last piece is removed
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- Closed
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UIOR-836 Update manually add pieces for receiving field
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- Closed
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UIREC-133 Allow user to select holding or location at point of receipt
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- Closed
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UIREC-135 Update create, edit and receive piece forms with additional fields
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- Closed
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UIREC-152 Connect items created for pieces to holdings
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- Closed
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UIREC-158 Update Received/Expected piece table columns
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- Closed
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UIREC-159 Save piece toast message
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- Closed
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UIREC-160 Display Copy number, Enumeration AND Chronology in Piece form
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- Closed
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UIREC-162 Piece location/holding field adjustments
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- Closed
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UIREC-163 Display order line locations on piece form
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- Closed
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UIREC-172 Display Holding OR Location name in location column in search results
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- Closed
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UIREC-174 Disable add and remove piece when order is pending
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- Closed
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UIREC-175 Confirm if user would like to delete holdings record when deleting piece
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- Closed
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UIREC-181 Confirm user would like to delete holdings record when changing Holdings link of Piece
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- Closed
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UIREC-182 Display "Invalid reference" when Holdings ID is not valid
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- Closed
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UIREC-186 Receiving: Update manually add pieces for receiving field
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- Closed
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UISACQCOMP-40 Component to handle holdings and locations
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- Closed
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UISACQCOMP-53 Support: Display order line locations on piece form
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- Closed
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UISACQCOMP-59 Support: Display "Invalid reference" when Holdings ID is not valid
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- Closed
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- relates to
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UIREC-178 Do not show "Display on holdings" when create inventory does not include "Holdings"
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- Closed
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UXPROD-194 Checkin Maintenance (managing pieces with publication patterns)
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- In Refinement
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UXPROD-1608 Inventory. Holdings record, Accordion Receiving history
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- Closed
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UXPROD-1647 Theme: Ability to maintain relationships between other apps when holdings/items are moved
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- Open
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