Synchronize order line "Holdings permanent location" reference with Holdings record changes made in inventory

Description

Overview:  We would like to be able to search in Orders POLs that are received and linked to their holdings for a particular location.  Searching through the Orders app and filtering by location does not produce results of POLs where the holdings is linked.
Steps to Reproduce:

  1. Log into some FOLIO environment as User X

  2. Open FOLIO Orders App

  3. Scroll down to the location filter, click on location look-up

  4. Section campus, library, and appropriate location

  5. Click save and close

  6. Results do not match what we currently have

Expected Results:  Orders app filtering would produce results for all orders that reference that location AND all orders that reference a Holdings with that location as a permanent location.
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  1. Location filter updated:

    • Given User is search and filtering for Order lines

    • When user expands Location filter

    • Then user is able to select a location

    • AND results will show all order lines that have the selected location AND Order lines that have a Holdings with a permanent location of the selected location

Actual Results:  For in-house, the results we saw were from last fiscal year and even then did not capture all items we purchased last fiscal year.  We saw no POLs from this fiscal year when we know we've purchased items for that location.
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Additional Information:  Our theory is that the location filter is only looking for records that use the location code and was not updated to deal with the records connected to the holdings. From the user perspective this is a bug AND really a regression.

From the user perspective Location and Holding are 1 and the same in this context. Two filters would be strange for the user to navigate as there could be 1000+ Holdings for a given location. That would mean selecting 1 location and 1000 holding records to be able to see the orders they are expecting to see.

The user expects to select 1 Location and have the system find all orders that bring material to that location. Meaning all orders that reference that location AND all orders that reference Holdings with that location as a permanent location.

URL:
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Interested parties:

CSP Request Details

None

CSP Rejection Details

None

Potential Workaround

Look up items via fund code but there may be items in that location with different funds attached to them.

Attachments

7

Checklist

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Activity

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NinaChistova April 22, 2024 at 12:43 PM
Edited

Tested on Q-bugfest

Works as expected

 

Dennis Bridges April 19, 2024 at 8:26 PM

Test successful in bugfest-quesnelia

Dennis Bridges April 19, 2024 at 3:44 PM

Test successful in TJet rancher.

NinaChistova April 19, 2024 at 9:09 AM

"Location" filtering facet when creating invoice line was tested on rancher

Works as expected

 

NinaChistova April 19, 2024 at 6:35 AM

Tested on Snapshot successfully

 

Done

Details

Assignee

Reporter

Priority

Story Points

Sprint

Development Team

Thunderjet

Release

Quesnelia (R1 2024) Bug Fix

RCA Group

Incomplete/missing requirements

Affected releases

Orchid (R1 2023)
Nolana (R3 2022)

Affected Institution

TAMU

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Created April 11, 2024 at 4:27 PM
Updated April 22, 2024 at 12:47 PM
Resolved April 19, 2024 at 3:44 PM
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TestRail: Runs