Details
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Type:
New Feature
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Status: Analysis Complete (View Workflow)
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Priority:
P3
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Resolution: Unresolved
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Affects Version/s: None
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Fix Version/s: None
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Component/s: None
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Template:
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Epic Link:
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Analysis Estimate:Small < 3 days
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Front End Estimate:Small < 3 days
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Back End Estimate:Medium < 5 days
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Front-End Confidence factor:Low
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Development Team:Thunderjet
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Calculated Total Rank:
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Kiwi Planning Points (DO NOT CHANGE):9
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PO Rank:92
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Rank: Chalmers (Impl Aut 2019):R2
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Rank: Chicago (MVP Sum 2020):R2
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Rank: Cornell (Full Sum 2021):R4
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Rank: Duke (Full Sum 2021):R3
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Rank: 5Colleges (Full Jul 2021):R2
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Rank: FLO (MVP Sum 2020):R4
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Rank: GBV (MVP Sum 2020):R1
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Rank: hbz (TBD):R1
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Rank: Hungary (MVP End 2020):R1
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Rank: Lehigh (MVP Summer 2020):R4
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Rank: Leipzig (Full TBD):R1
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Rank: Leipzig (ERM Aut 2019):R1
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Rank: MO State (MVP June 2020):R4
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Rank: TAMU (MVP Jan 2021):R3
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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
https://miro.com/app/board/uXjVO2exdM4=/?share_link_id=318071390532
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
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FOLIO-2088 RFC - handling of cross-module URL's
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- Open
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STRIPES-646 SPIKE: temporarily saving form progress
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- Closed
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UXPROD-1991 Stripes: Improve handling of cross-module URL's
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- Open
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- relates to
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UIIN-547 Creating an order from instance record. Add action to the Main Pane Header
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- Closed
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UIIN-548 Creating an order from instance record
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- Open
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UIIN-2040 Cancel creating an order or order line from instance record
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- Open
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UIIN-2041 Select existing order when creating an order from instance record
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- In progress
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UXPROD-678 GOBI API integration for creating Purchase Orders
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- Closed
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UXPROD-680 Import EDIFACT compatible purchase orders for renewals
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- Draft
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UXPROD-1444 Update GOBI API integration for creating Purchase Orders
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- Closed
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FOLIO-1273 Define and describe the architecture for seamless push and pull of data between apps (interaction)
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- Open
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FOLIO-1331 Define and describe the architecture for how to keep data in sync across multiple apps
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- Open
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UXPROD-1141 Create, close, cancel, Purchase Orders
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- Closed
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- mentioned in
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