Agreements (UXPROD-573)

[ERM-239] Link existing Purchase Order Line (POL) to an Agreement Line Created: 16/May/19  Updated: 04/Mar/22  Resolved: 16/Jul/19

Status: Closed
Project: ERM Platform
Components: mod-agreements, ui-agreements
Affects versions: None
Fix versions: None
Parent: Agreements

Type: Story Priority: P3
Reporter: Owen Stephens Assignee: steve.osguthorpe
Resolution: Done Votes: 0
Labels: agreements, erm
Σ Remaining Estimate: Not Specified Remaining Estimate: Not Specified
Σ Time Spent: Not Specified Time Spent: Not Specified
Σ Original Estimate: Not Specified Original estimate: Not Specified

Issue links:
Cloners
clones UXPROD-1679 Create Purchase Order Line (POL) from... Open
Defines
defines UXPROD-1157 Link resources in agreements (agreeme... Closed
Relates
relates to ERM-315 Linking PO Line to an agreement line ... Closed
relates to ERM-240 Display Purchase Order Line (POL) inf... Closed
relates to ERM-313 Filtering to single POL in search plu... Closed
Requires
requires UINV-24 Search and select POL plugin Closed
requires UIOR-320 Add configuration to plugin-find-po-l... Closed
Sub-tasks:
Key
Summary
Type
Status
Assignee
ERM-250 Backend Tasks Sub-task Closed steve.osguthorpe  
ERM-251 Front-end tasks Sub-task Closed  
Sprint: ERM Sprint 64, ERM Sprint 67
Story Points: 7
Development Team: Bienenvolk
Epic Link: Agreements
Back End Estimate: Very Small (VS) < 1day
Front End Estimate: Medium < 5 days

 Description   

Value for user:
By linking a POL to an Agreement line a library can record, view and track information about the acquisition of the items within the agreement including

  • how much the resource costs/will cost
  • how much has been spent on the resource
  • when the last invoice was paid

Examples:
An Agreement consists of a subscription to a package of content and some individual titles. The library needs to track orders and payments for both the package and the specific titles. They link existing POLs for the relevant agreement lines to track this.

Roles and restrictions:

  • The option link a POL should only display for users with the rights to edit Agreements

Workflow / UI expectations:
From Agreements (edit view) -> Agreement Lines each agreement line should be displayed with an option to "Add PO line"
Clicking "Add PO line" will prompt the user to search for and select an existing POL (using the POL search & sort modal)

Business rules & constraints:

See also https://folio-org.atlassian.net/browse/ERM-240 for mockups



 Comments   
Comment by Jag Goraya [ 20/Jun/19 ]

Aditya matukumalli md331 We previously required UINV-7 Closed for this, but now the plugin development has been separated off, is UINV-24 Closed sufficient to complete the outstanding development on this?

Comment by Aditya matukumalli [ 21/Jun/19 ]

Jag Goraya I believe it should be sufficient for us if UINV-24 Closed is done. ERM-239 Closed only requires the POL plugin to be up and running (search and select an existing POL) and I see that UINV-24 Closed lists and achieves that.

Comment by md331 (Inactive) [ 21/Jun/19 ]

Jag Goraya the only thing I wonder about is how the order lines and invoices relate to one another and where the information we want is. In our current code, when listing PO Lines, I see we have columns for name, type, cost type, gross, net, tax and a link the PO Line.

Only name and the PO Line link are currently even being attempted to render, so we don't appear to have any clue where the remaining fields should come from. I wonder whether they might actually come from the invoice rather than the purchase order? I couldn't find anything specifically about those fields in the POLine API.

Comment by md331 (Inactive) [ 21/Jun/19 ]

But if we're only concerned about linking and not necessarily showing all the relevant data we have columns for, then yes, UINV-24 Closed should be fine.

Comment by Owen Stephens [ 21/Jun/19 ]

md331 Aditya matukumalli Jag Goraya we have https://folio-org.atlassian.net/browse/ERM-240 which is about the display of the POL data. As md331 mentions, display of information from Invoices is also likely to be required but I've been waiting for the POL -> Invoice work to complete to start to understand what is needed here

Comment by Jag Goraya [ 24/Jun/19 ]

In our current code, when listing PO Lines, I see we have columns for name, type, cost type, gross, net, tax and a link the PO Line.

md331 Aditya matukumalli: These are no longer needed for this story implementation (we'll revisit with a later feature). The fields in ERM-240 Closed are all for now, and should be available through POLine API.

Comment by steve.osguthorpe [ 01/Jul/19 ]

https://github.com/folio-org/mod-agreements/blob/master/service/grails-app/domain/org/olf/erm/Entitlement.groovy#L124-L127

Comment by md331 (Inactive) [ 01/Jul/19 ]

Fields available for an order line when it's selected are likely the same as these.

Comment by Jag Goraya [ 03/Jul/19 ]

From Slack thread:

Owen Stephens Yes, it should be possible to link a POL to any agreement line, not matter whether agreement line points to an internal or external resource

Comment by Jag Goraya [ 04/Jul/19 ]

Linked UIOR-320 Closed to support selecting / linking only one POL via the find POL plugin.

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