Daily Purchase Order Status Check including Open Orders

Description

LTS is considering a different workflow for this data (see Lisa Maybury, Masayo, Jesse) because live data is needed. This report may not be needed.

 

At Cornell, this report will be used by Acquisitions.

Daily Purchase Order status report showing PO number, purchase order status (approved, sent), Vendor ID, Vendor Code (Organization), Notes, PO lines receipt status, PO created date, PO approval date , PO Line receipt date, PO Type,po line item id, po line item status, copy id, fund, split fund info, order amount, requestor, title, bib id, bib format, selector, subject.

Print results should be available in Iris but no search by selector? UX-PROD-1150 for exporting results in CSV.

 

Report Data Sources

None

Report Parameters

None

TEST 1 - Results of Test

None

TEST 2 - Results of Test

None

TEST 3 - Results of Test

None

Attachments

1
  • 12 Aug 2020, 06:27 PM

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TestRail: Results

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Sharon Markus June 27, 2023 at 3:21 PM

See FOLIO Analytics GitHub repository for current reports, “cookbook” reports, and derived tables at https://github.com/folio-org/folio-analytics. Institutions may re-open old issues if they are useful to them.

Sharon Markus August 12, 2020 at 6:37 PM

Cornell: Need to check in-app functionality against requirements

Won't Do

Details

Assignee

Reporter

Report Functional Area(s)

Resource Management

Report Frequency

Daily

Report Uses Real-Time Data

No

Rank: Cornell (Full Sum 2021)

R1

Components

Priority

TestRail: Cases

Open TestRail: Cases

TestRail: Runs

Open TestRail: Runs
Created August 12, 2020 at 6:27 PM
Updated June 27, 2023 at 3:21 PM
Resolved June 27, 2023 at 3:21 PM
TestRail: Cases
TestRail: Runs

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