Piece update/receive : support location/holding field adjustments

CSP Request Details

None

CSP Rejection Details

None

CSP Approved

None

Description

Purpose: In order to allow for the users at point of receipt to accurately receiving materials. FOLIO will allow users to select from existing Holdings when possible at point of receipt or use a location to generate a holdings

User story statement(s):

As an ordering manager,
I want the ability choose a holdings rather than a location
so that I can be sure the material will be received correctly and place in the correct area of the library.

Flows for creation and deletion Piece:

Create/update piece

Piece receiving

Scenarios:

  1. Scenario:

    • Given user has receiving title with piece(s) and package POL/Title is connected to an instance

    • When creating, editing or receiving pieces in receiving-ui

    • Then user can select an existing Holdings from the related instance or location to create new holding

  2. Scenario:

    • Given user has receiving title with piece(s) and POL/Title is connected to an instance

    • When creating, editing or receiving pieces in receiving-ui for Create inventory equals "None" or "Instance"

    • Then user can select only location and it's not required field

  3. Scenario (Verify): DB: Yes that is correct

    • Given user has receiving title with piece(s) and POL/Title is not connected to an instance

    • When creating, editing or receiving pieces in receiving-ui

    • Then user can select only location and it's not required

  4. Scenario (BE logic migration):

    • Given user has receiving title with piece(s) and POL/Title is connected to an instance

    • When creating, editing or receiving pieces in receiving-ui and location is selected (Create inventory contains Holding)

    • Then holding is created and linked to piece when piece is saved

  5. Scenario (BE logic migration):

    • Given user has receiving title with piece(s) and POL/Title is connected to an instance

    • When creating, editing or receiving pieces in receiving-ui and "Create item" checkbox is checked

    • Then item is created and linked to holding and piece when piece is saved

  6. Scenario (BE logic migration):

    • Given user has receiving title with piece(s) and POL/Title is connected to an instance and piece is connected to item

    • When editing or receiving pieces in receiving-ui and holding/location is changed

    • Then item is relinked to new holding when piece is saved

  7. Scenario (BE logic migration):

    • Given user has receiving title with piece(s) and POL/Title is connected to an instance

    • When creating, editing or receiving pieces in receiving-ui and location is selected (Create inventory doesn't contain Holding)

    • Then holding is not created when piece is saved

Environment

None

Potential Workaround

None

Attachments

1

Checklist

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TestRail: Results

Activity

Show:

Andrei MakarankaOctober 8, 2021 at 7:25 AM

Verified vis

Done

Details

Assignee

Reporter

Priority

Story Points

Sprint

Development Team

Thunderjet

Fix versions

Release

R3 2021

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Created September 13, 2021 at 8:24 AM
Updated October 8, 2021 at 7:25 AM
Resolved October 8, 2021 at 7:25 AM
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