Bulk edit - Orders
Description
Priority
Fix versions
Development Team
Firebird
Assignee
Solution Architect
None
NoneParent
Parent Field Value
None
Parent Status
None
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Molly Driscoll April 16, 2024 at 7:33 PMEdited
After discussion with the Library of Congress, under the scope of this feature, it would be great to see:
The renewal date as an addressable field to update.
The Closure reason/notes as addressable fields to update.
@vcervantes
Magda Zacharska May 8, 2023 at 9:03 PM
Moving LC1 label from epic to defining features with @Caitlin Stewart permission.
Reporter
Magda Zacharska
Magda ZacharskaPO Rank
0
Front End Estimate
XXL < 30 days
Front End Estimator
Magda Zacharska
Magda ZacharskaFront-End Confidence factor
20%
Back End Estimate
XXXL: 30-45 days
Back End Estimator
Magda Zacharska
Magda ZacharskaBack-End Confidence factor
20%
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Open TestRail: Cases
TestRail: Runs
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Created February 4, 2023 at 2:19 AM
Updated February 11, 2025 at 7:20 PM
TestRail: Cases
TestRail: Runs
Current situation or problem:
Order records updates have to be done manually, one record at the time.
In scope
Identify records for bulk update based on the submitted list of identifiers or based on a query
Support In app edits for
po lines
funds and fund codes
vendors and vendor codes
requestor
notes
tags
Preview changes before they are committed
Notify user about:
successfully updated records
errors that occurred during the update
Links to additional info
Mockups: TBD
Use case:
Bulk change of specific fund codes in fund distribution to another fund code in PO lines based on order status for all open PO lines that meet the criteria
Bulk change the vendor in all open pos for a specified vendor. One common case is changing subscription agents so all pos need to reflect the new vendor.
Have the ability to identify approval order records from a specific date/load and update the vendor codes for those records
More generally, create a list of orders and bulk/rapid update funds, vendors, requestors, and notes.
More user cases:https://folio-org.atlassian.net/wiki/display/BULKEDIT/Bulk+Edit+Use+Cases