Receiving and Checking-in Materials based on Purchase Orders and Purchase Order Lines (UXPROD-1146)

[UXPROD-1547] Check-in and Receiving orders for Packages of material Created: 01/Mar/19  Updated: 16/Sep/20  Resolved: 10/Apr/20

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q1 2020
Parent: Receiving and Checking-in Materials based on Purchase Orders and Purchase Order Lines

Type: New Feature Priority: P1
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Done Votes: 0
Labels: Q3fromQ2, acquisitions, cap-mvp, crossrmapps, orders, po-mvp, q4-2019-at-risk, q4-2019-spillover, receiving
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by UIREC-43 Add piece button showing for Titles t... Closed
is defined by UIREC-45 Update receiving icon to new version Closed
is defined by MODORDERS-351 Validate renewal/subscription informa... Closed
is defined by MODORDSTOR-131 Renewal/subscription PO schema changes Closed
is defined by MODORDSTOR-137 Add fields to ongoing schema Closed
is defined by UIOR-502 Plus action appears when POL isPackag... Closed
Relates
relates to UIOR-503 Can not open package order with P/E M... Closed
relates to UIREC-26 Create three pane layout for receiving Closed
relates to UIREC-27 View title in receiving area Closed
relates to UIREC-28 Add Title for receiving/check-in Closed
relates to UIREC-29 Receiving: filter titles Closed
relates to UIREC-31 Receiving: search for titles Closed
relates to UIREC-32 Add piece for a title Closed
relates to UIREC-35 Edit or receive piece from title view Closed
relates to UIREC-36 Unreceive piece for a given Title Closed
relates to UIREC-37 Edit Title for receiving/check-in Closed
relates to UIREC-38 Allow user to access receiving by Tit... Closed
relates to UIREC-39 Receiving: search for titles - Column... Closed
relates to UIREC-62 Hotlink POL number in receiving to PO... Closed
relates to MODORDERS-360 Create holding when receiving a piece... Closed
relates to UIOR-247 In receiving screen, replace "this li... Closed
relates to UIOR-339 Expected receipt date for individual ... Closed
relates to UIREC-33 Update app icon Closed
relates to UIREC-48 Select any location for piece when re... Closed
relates to UIREC-52 Update title record 'Expected' and "R... Closed
relates to UIREC-53 Update "receive" piece Modal to full ... Closed
relates to UIREC-54 Update "Unreceive" piece to full screen Closed
relates to UIREC-56 Edit piece from clicking table row Closed
relates to UIREC-61 Caption not displayed when receiving ... Closed
relates to UIREC-34 Add success message for create title Closed
relates to MODORDSTOR-132 Title schema updates Closed
relates to UIOR-402 Display the Date received checked-in ... Closed
relates to MODORDERS-315 Default to "In process" for item stat... Closed
relates to MODORDERS-358 Find or create inventory records upon... Closed
relates to UIOR-239 Add "Package" checkbox to POL Closed
relates to UIOR-471 Update purchase order "Renewal inform... Closed
relates to UXPROD-1105 Create Container record in inventory ... Blocked
Epic Link: Receiving and Checking-in Materials based on Purchase Orders and Purchase Order Lines
Analysis Estimate: Small < 3 days
Front End Estimate: XXL < 30 days
Front-End Confidence factor: Low
Back End Estimate: Large < 10 days
Estimation Notes and Assumptions: Still uncertain about the future of "containers" and what will be required for interaction with inventory.
Development Team: Thunderjet
PO Rank: 80
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R1
Rank: GBV (MVP Sum 2020): R2
Rank: hbz (TBD): R1
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: MO State (MVP June 2020): R1
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1

 Description   

Overview: Updating Orders and Receiving and Check-in functionality such that users are able to order and receive packages of items. Meaning they are able to receive more than one title for a given POL

Will include updates to PO and POL as well as changes to Receiving and Check-in. Will include schema updates to POL and potentially other records in acquisitions.

Acceptance criteria will include:

  • ability to create orders for a package made up of items with varying formats and material types
  • ability to Check-in items and titles associated with the package being ordered
  • From one POL, being able to act on multiple instances at point of receiving

(Out of Scope) Maybe break into 2 features in the future:
1. From one POL, being able to act on inventory containers at point of receiving
2. ability to create Container Record in inventory for this package and link to POL
3. ability to link order to package in ERM/eholdings



 Comments   
Comment by Anya [ 08/Mar/19 ]

Dennis Bridges
FC comment: is this an order for a group of physical items that need to be checked in all attached to a container record?

Comment by Dennis Bridges [ 08/Mar/19 ]

Anya That would be included in this. However, it's not necessarily restricted to physical items. This pertains to the checking and receiving of multiple titles against a single PO line. the inventory interaction will be customizable by format and that interaction should include the possibility of containers. Understanding that the implementation of Containers in inventory will be a dependency here to a degree.

Comment by Dennis Bridges [ 03/Mar/20 ]

Note: there will be follow up functionality delivered regarding package orders under UXPROD-2294 Closed .

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