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  1. UX Product
  2. UXPROD-961

Allow Inventory Instances to generate purchase order and purchase order lines

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    Details

    • Template:
      UXPROD features
    • Epic Link:
    • Analysis Estimate:
      Small < 3 days
    • Front End Estimate:
      Small < 3 days
    • Back End Estimate:
      Medium < 5 days
    • Confidence factor:
      Low
    • Development Team:
      Thunderjet
    • Calculated Total Rank:
      73
    • Kiwi Planning Points (DO NOT CHANGE):
      9
    • PO Rank:
      92
    • Rank: Chalmers (Impl Aut 2019):
      R3
    • Rank: Chicago (MVP Sum 2020):
      R2
    • Rank: Cornell (Full Sum 2021):
      R4
    • Rank: Duke (Full Sum 2021):
      R3
    • Rank: 5Colleges (Full Jul 2021):
      R2
    • Rank: FLO (MVP Sum 2020):
      R4
    • Rank: GBV (MVP Sum 2020):
      R1
    • Rank: hbz (TBD):
      R1
    • Rank: Hungary (MVP End 2020):
      R1
    • Rank: Lehigh (MVP Summer 2020):
      R4
    • Rank: Leipzig (Full TBD):
      R1
    • Rank: Leipzig (ERM Aut 2019):
      R1
    • Rank: MO State (MVP June 2020):
      R4
    • Rank: TAMU (MVP Jan 2021):
      R3
    • Rank: U of AL (MVP Oct 2020):
      R1

      Description

      Purpose:

      Other modules in the FOLIO system will need to generate POs or start the process of creating a PO in order to streamline user experience and relate important information from other modules to purchase orders.

      High-Level Requirements:

      Define the required JSON payload for triggering the creation of a purchase order and subsequent purchase order lines
      Specify a method of transmitting and receiving that payload

      Charlotte Whitt and Dennis Bridges This is feedback from Chalmers. Being able to create POLs from Inventory Instances is high priority for them. Please review and determine next step (finalize into a story, mark as will not implement, need more info, delete, etc.). The label chalmers_debut_followup helps us keep these issues all findable as a group.
      Ann-Marie Breaux - Re. Inventory < > Orders, I hope we can have UIIN-547, and UIIN-458 prioritized for Q3 2019 (CW: comment 5/23/19)

      Additional use cases:

      Additional use case that supports this is creating an order from OCLC records as first they need to be imported to inventory. 

      Approach:

      https://wiki.folio.org/display/FOLIJET/Create+POL+automatically+from+Instance

      NOTES
      FOLIO will need to keep track of the bib details, allow the user to enter PO level details, and fill in the non-bib POL details. Probably needs some mockups.

        TestRail: Results

          Attachments

            Issue Links

            is blocked by

            New Feature - New feature requests FOLIO-2088 RFC - handling of cross-module URL's

            • TBD - To be determined
            • Open

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

            • TBD - To be determined
            • Closed

            New Feature - New feature requests UXPROD-1991 Stripes: Improve handling of cross-module URL's

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-547 Creating an order from instance record. Add action to the Main Pane Header

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

            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

            New Feature - New feature requests UXPROD-678 GOBI API integration for creating Purchase Orders

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

            New Feature - New feature requests UXPROD-680 Import EDIFACT compatible purchase orders for renewals

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

            New Feature - New feature requests UXPROD-1444 Update GOBI API integration for creating Purchase Orders

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

            Umbrella - FOLIO-1273 Define and describe the architecture for seamless push and pull of data between apps (interaction)

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Open

            Umbrella - FOLIO-1331 Define and describe the architecture for how to keep data in sync across multiple apps

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Open

            Epic - Created by Jira Software - do not edit or delete. Issue type for a big user story that needs to be broken down. UXPROD-1141 Create, close, cancel, Purchase Orders

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

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                Assignee:
                dennisbridges Dennis Bridges
                Reporter:
                dennisbridges Dennis Bridges
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                  Dates

                  Created:
                  Updated:

                    TestRail: Runs

                      TestRail: Cases