Bulk edit - Orders

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:

1. 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

2. 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.

3. 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