Create, close, cancel, Purchase Orders (UXPROD-1141)

[UXPROD-1665] Create, manage and apply Purchase Order templates Created: 24/Apr/19  Updated: 16/Sep/20  Resolved: 12/Aug/19

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q3 2019
Parent: Create, close, cancel, Purchase Orders

Type: New Feature Priority: P3
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Done Votes: 0
Labels: acquisitions, cap-mvp, chalmers_debut_followup, orders, po-mvp
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Gantt End to Start
has to be done before UXPROD-1662 Create, manage and apply Item templates Draft
has to be done before UXPROD-1663 Create, manage and apply Holdings tem... Draft
has to be done before UXPROD-1664 Create, manage and apply Instance tem... Draft
Relates
relates to UIOR-236 Add "Order templates" to orders secti... Closed
relates to UIOR-237 Create order templates in settings Closed
relates to UIOR-238 View, Edit and delete "Order templates" Closed
relates to UIOR-301 Create PO and POL(s) using order temp... Closed
relates to UIOR-311 Remove required fields from PO templates Closed
relates to UIOR-312 PO Template: Payment and Receipt status Closed
relates to MODORDERS-267 Add purchaseOrder.template field Closed
Epic Link: Create, close, cancel, Purchase Orders
Analysis Estimate: Medium < 5 days
Front End Estimate: XL < 15 days
Back End Estimate: Medium < 5 days
Development Team: Thunderjet
PO Rank: 90
Rank: Chalmers (Impl Aut 2019): R2
Rank: Chicago (MVP Sum 2020): R2
Rank: Cornell (Full Sum 2021): R2
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R2
Rank: FLO (MVP Sum 2020): R2
Rank: GBV (MVP Sum 2020): R2
Rank: hbz (TBD): R2
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: TAMU (MVP Jan 2021): R2
Rank: U of AL (MVP Oct 2020): R1

 Description   

Purpose: Allow the administrator to create order templates that will speed up the creation of orders and limit the possibility of input errors.

Acceptance criteria:

  • There is a permission for creating order templates in order settings
    • In a template the admin can define a default for all field values
      • Template should cover both PO and POL
  • Admin can view update and delete templates in order settings
  • Admin can associate templates with specific Teams
  • When creating an order users can select a template
    • When selected the template will fill in fields and adjust fields as defined by the template
    • User only sees templates assign to their teams and general templates in dropdown (Dependent on teams feature)

Out of scope:

    • High value add - admin can set additional fields as required (May need be split out)
    • High value add - admin can set which fields are editable by the user (May need be split out)
    • Ability to hide order fields that are not required in the template (May need be split out)


 Comments   
Comment by Ann-Marie Breaux (Inactive) [ 03/May/19 ]

Added Charlotte Whitt as a watcher

Comment by Charlotte Whitt [ 03/May/19 ]

Thanks much Ann-Marie Breaux

Comment by Dennis Bridges [ 12/Aug/19 ]

All tasks closed

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