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  1. UX Product
  2. UXPROD-770

Create PO that is One-time or On-Going (Standing) purchase.

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    Details

    • Template:
    • Analysis Estimate:
      Small < 3 days
    • Front End Estimate:
      Medium < 5 days
    • Back End Estimate:
      XL < 15 days
    • Confidence factor:
      Low
    • Development Team:
      Thunderjet
    • Calculated Total Rank:
      75
    • Rank: Chalmers (Impl Aut 2019):
      R2
    • Rank: Chicago (MVP Sum 2020):
      R1
    • Rank: Cornell (Full Sum 2021):
      R1
    • Rank: 5Colleges (Full Jul 2021):
      R1
    • Rank: GBV (MVP Sum 2020):
      R1
    • Rank: Lehigh (MVP Summer 2020):
      R1
    • Rank: TAMU (MVP Jan 2021):
      R1
    • Rank: U of AL (MVP Oct 2020):
      R1

      Description

      Purpose: A purchase order must be able to accommodate one-time or on-going purchases. These will behave in the system in different ways regarding encumbering funds, creating inventory and ultimately being closed.

      High Level Requirements:
      One-time or on-going is identified at the Purchase order level in the field "Order Type"

      One-time orders require the following specific fields:

      1. Created Date
      2. Order Sent Date
      3. List Price
      4. Quantity
      5. Fund distribution

      On-going orders require the following specific fields:

      1. Created Date
      2. Order Sent Date
      3. List Price
      4. Quantity
      5. Fund distribution
      6. Renewal Date
      7. Renewal Period (In Days, Eg. 90 or 365)
      8. Renewal Occurrences
      9. Manual Renewal
      10. Review Period

      On-going re-encumber
      This is identical to an on-going order but will re-encumber the associated cost values each fiscal year.

      The following is the document containing the most up to date field data details: https://docs.google.com/spreadsheets/d/1F88PoSnEKD7oFnza1ZuOgzAgKnK95XOyTQzxyww3tZA/edit?usp=sharing

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                Assignee:
                dennisbridges Dennis Bridges
                Reporter:
                dennisbridges Dennis Bridges
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                  Created:
                  Updated:
                  Resolved:

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