Purpose: When orders are created that do not link to an instance or that link to the wrong one. The user may desire to edit the order once it is open and connect it to the appropriate instance.

User story statement(s):

As an acquisitions librarian,
I want to be able to update the POL instance connection of an Open POL
so that I can correct errors and improve order reporting accuracy

Scenarios:

1. Action in action menu:

   • Given a POL is attached to an open or closed order

   • When "Create inventory" is set to Instance, holdings or Instance, holdings, item for either format

   • Then User can select "Changing instance connection" from action menu

   • AND this would load the Select instance modal

2. Show related items in confirmation modal:

   • Given user is changing instance connection

   • When confirmation modal appears

   • Then system displays all related items that would be moved

   • AND item details shown in table are identical to those shown in inventory under Holdings in instance view pane

3. Detailed confirmation:

   • Given instance referenced by the order line being edited has related holdings/items

   • When selecting new instance

   • Then user is interrupted by confirmation modal

   • AND the message says: "You have changed the title information of this purchase order line from [insert title as hyperlink] to [insert title as hyperlink]. All related item records will be moved to the new instance. How would you like to address the related Holdings?

   • AND user can select option to tell FOLIO to move, find or create, or create new hodlings

   • AND user must click Confirm or cancel to dismiss

4. Restricting the "Move" holdings option:

   • Given these Holdings are related to pieces and/or item(s) that are NOT related to this order

   • When choosing option for Holdings

   • Then "Move" holdings option can not be selected

Note MIRO created with diagrams https://miro.com/app/board/uXjVOExnKfA=/?invite_link_id=730733465384