[UXPROD-1141] Create, close, cancel, Purchase Orders Created: 19/Jan/18  Updated: 30/Jan/24  Resolved: 09/Dec/21

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q4 2018

Type: Epic Priority: P3
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Done Votes: 0
Labels: ACQDRAFT, acquisitions, ebsco, stacks
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Relates
relates to UXPROD-545 Order Transition Service Open
relates to MODORDSTOR-24 Implement GET /orders Closed
relates to MODORDERS-1 Tasks contributing to the development... Closed
relates to MODORDERS-39 Implement GET /orders/id Closed
relates to UXPROD-725 Ability to Search and Filter order re... Closed
relates to UXPROD-776 Close order and identify a reason for... Closed
relates to UXPROD-961 Allow Inventory Instances to generate... Closed
relates to UXPROD-1017 Module Agnostic API for creating Purc... Closed
relates to UXPROD-1025 Ability to configure an ACQ specific ... Closed
relates to UXPROD-1036 Ability to clone (Duplicate) orders Closed
relates to UXPROD-888 Duplicate orders report Closed
relates to UXPROD-184 Find item in KB/codex and add detials... Draft
relates to UXPROD-1986 Suspend or delay orders Draft
relates to UXPROD-2455 Add a configurable, independent 'orde... Draft
relates to UXPROD-1018 Ability to manage Donor information w... In Review
relates to UXPROD-188 Populate item details for a POL via c... Open
relates to UXPROD-517 Ability to set default currency for a... Closed
relates to UXPROD-531 Export FOLIO orders in EDIFACT format Closed
relates to MODORDERS-410 Cannot open order because systems thi... Closed
relates to UXPROD-186 Checkin Item(s) and update details re... Closed
relates to UXPROD-187 Receive Item and update details regar... Closed
relates to UXPROD-189 Display a log of all activity associa... Closed
relates to UXPROD-685 Display certain fields based on order... Closed
relates to UXPROD-686 Create Item Record in inventory for p... Closed
relates to UXPROD-765 Create New Purchase Order Closed
relates to UXPROD-766 Purchase Order Summary Information Closed
relates to UXPROD-767 Purchase Order Status and Workflow Closed
relates to UXPROD-768 Create an order for Electronic, Physi... Closed
relates to UXPROD-770 Create PO that is One-time or On-Goin... Closed
relates to UXPROD-1125 Ability to assign Tags to Order recor... Closed
relates to UXPROD-2073 Assign Tags to Order records and filt... Closed
relates to UXPROD-3215 Display a history of edits for the Or... Closed
relates to UXPROD-204 Display a history of edits for a reco... Draft
Epic Name: Order Materials and Services
Analysis Estimate: Very Small (VS) < 1 day
Analysis Estimator: Dennis Bridges
Front End Estimate: Large < 10 days
Front End Estimator: Dennis Bridges
Back End Estimate: Small < 3 days
Back End Estimator: Dennis Bridges
Development Team: Thunderjet
Start date (migrated):
End date:
Epic Color: ghx-label-5

 Description   

Support all order types (including RUSH)�and allow institution to define order types.� Check Availability of FUNDS based on PO Assignment.�Attach orders to Bibliographic record (May not be a single title.� Could be a package record.� Should be tied to WHATEVER is purchased.� May not actually have a record), store requestor, FUND, Vendor, price,�status and historical notes.� FInd potential duplicates. Record receipt and notify requestor of availability.� Allow for split FUNDS per single PO.� Set expected receipt date.���Allow assignment and�tracking of�multiple types of PO Numbers.� CRUD is a key feature to this. Includes monitoring open orders and being able to filter by vendor, order date, publisher & order type. Includes full search capabilities



 Comments   
Comment by Dennis Bridges [ 09/Dec/21 ]

This epic is being closed as all related features have been delivered and tested. See UXPROD-3440 for related functionality

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