Add action to link POL to agreement line

CSP Request Details

None

CSP Rejection Details

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CSP Approved

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Description

Purpose/Overview: Michigan State has proposed an enhancement to facilitate a more efficient flow between acquisitions and ERM. They note: 

"When working through orders of physical books, the movement between the orders app, receiving app, and inventory app is easy and intuitive. We were wondering if the same movement can be applied to electronic items."

Approach:

Given user is editing/creating POL
When clicking "Link agreement line"
Then plugin-find-agreement-line is displayed
AND when choosing an agreement line the agreement line is updated with a link to the POL
AND the POL shows what agreement has been selected 

 

Current workflow looks like this:

  • Placing order via GOBI API – fulfilment auto-selects title via auto-population service

  • Editing order post-creation to add supplemental information

  • Opening Agreements

  • Searching agreement

  • Editing agreement to add POL to agreement line

The preferred workflow would look like this:

  • Placing order via GOBI API – fulfilment auto-selects title via auto-population service

  • Editing order post-creation to add supplemental information

  • Clicking on Actions > Link to agreement line and searching the agreement in a modal then selecting the line.

Environment

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Potential Workaround

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Checklist

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Activity

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Mikita SiadykhNovember 22, 2021 at 8:28 AM

 it's possible, but I think it's better to do it via BE,  what do you think?

Dennis BridgesNovember 19, 2021 at 10:35 PM

 is this possible to achieve without additional APIs? There is already a field for POL reference in the agreement line but could orders make this update? and display the link in the order form? We already show related agreements in the POL view. So basically this is making the connection from the order side. Also would need to create a plugin and I think agreements is built a little differently. thanks

Details

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Priority

Development Team

Thunderjet

Affected Institution

MI State University/Library of Michigan

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Created November 19, 2021 at 7:52 PM
Updated February 6, 2025 at 4:06 PM
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