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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
    • 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.

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                Assignee:
                dennisbridges Dennis Bridges
                Reporter:
                dennisbridges Dennis Bridges
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                  Dates

                  Created:
                  Updated:

                    TestRail: Runs

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