Agreements (UXPROD-573)

[UXPROD-1753] Create and link PO/POL from Agreement line Created: 28/May/19  Updated: 10/May/22

Status: Blocked
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Agreements

Type: New Feature Priority: P3
Reporter: Owen Stephens Assignee: Owen Stephens
Resolution: Unresolved 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:
Blocks
is blocked by STRIPES-646 SPIKE: temporarily saving form progress Closed
Gantt End to Start
has to be done after UXPROD-1157 Link resources in agreements (agreeme... Closed
Relates
relates to UIIN-255 Item Record. Accordion Acquisitions. ... Open
relates to UIIN-451 Holdings Record. Accordion Acquisitio... Open
relates to UIOR-286 Ability to navigate to related Invent... Closed
relates to UX-275 UX: linking from Inventory (Instance,... Closed
relates to UIOR-973 Creating an order from instance record Closed
relates to UIOR-975 Cancel creating an order or order lin... Closed
Sub-tasks:
Key
Summary
Type
Status
Assignee
UXPROD-1679 Create Purchase Order Line (POL) from... Sub-task Open  
Potential Workaround: It is already possible to link a POL to an Agreement line. If the PO/POL does not already exist, the user can open the Orders app in another browser tab and create the necessary PO/POL before making the link.

This feature is to improve the UX, but does not substantially enhance the functionality
Epic Link: Agreements
Development Team: Bienenvolk
Kiwi Planning Points (DO NOT CHANGE): 3
PO Rank: 10
PO Ranking Note: This is ranked low because there is a reasonably clear and easy to implement work around
Rank: Chalmers (Impl Aut 2019): R4
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R4
Rank: 5Colleges (Full Jul 2021): R2
Rank: 5Colleges (ERM Jun 2020): R4
Rank: FLO (MVP Sum 2020): R2
Rank: GBV (MVP Sum 2020): R3
Rank: hbz (TBD): R2
Rank: Lehigh (MVP Summer 2020): R2
Rank: MO State (MVP June 2020): R4
Rank: TAMU (MVP Jan 2021): R3
Rank: U of AL (MVP Oct 2020): R4

 Description   

Sometimes a librarian may need to link an Agreement line to a POL, but the appropriate PO and/or POL won't already exist.

This feature is to support the process of adding the PO/POL starting from the context of an Agreement, supporting an effective and efficient workflow for the user



 Comments   
Comment by Michael Arthur [ 30/May/19 ]

Until we can see workflow that shows how the PO/POL will be generated starting in a Agreement (or until i learn more about why this would be done) i am not able to rank it.

Comment by Jag Goraya [ 18/Jun/19 ]

From Washington discussions:

  • display needs to be bidirectional (so, also, link from POL to agreement line.)
  • also, the same pattern between orders and inventory

So, the POL needs to link to the agreement line or instance or container.
Going forward (out of current scope) is to be able to link to multiple of agreement line / instance / container.

Comment by Ann-Marie Breaux (Inactive) [ 18/Jun/19 ]

Jag Goraya Ian Ibbotson (Use this one) Owen Stephens We need to be sure the approach for this story is parallel to the Inventory solution provided by UIOR-973 Closed

Comment by Ann-Marie Breaux (Inactive) [ 18/Jun/19 ]

Jag Goraya Ian Ibbotson (Use this one) Owen Stephens Also linked the various UIIN, UX, UIOR stories that cover linking between various Inventory record types and POLs; would be great if the linking/UI for this story is parallel with the Inventory solution

Comment by Jag Goraya [ 15/Oct/19 ]

Setting to Blocked pending completion of STRIPES-646 Closed .

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