Inventory
(UXPROD-785)
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| Status: | Closed |
| Project: | UX Product |
| Components: | None |
| Affects versions: | None |
| Fix versions: | Kiwi (R3 2021) | Parent: | Inventory |
| Type: | New Feature | Priority: | P2 |
| Reporter: | Charlotte Whitt | Assignee: | Dennis Bridges |
| Resolution: | Done | Votes: | 0 |
| Labels: | acq-dev-grooming, inventory, metadatamanagement, po-mvp, r1-2021-at-risk, round_iv, short_term_solution | ||
| Remaining Estimate: | Not Specified | ||
| Time Spent: | Not Specified | ||
| Original estimate: | Not Specified | ||
| Attachments: |
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| Issue links: |
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| Epic Link: | Inventory | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Analysis Estimator: | Charlotte Whitt | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Front End Estimate: | Small < 3 days | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Front End Estimator: | Aliaksei Chumakou | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Front-End Confidence factor: | Medium | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Back End Estimate: | Large < 10 days | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Back End Estimator: | Andrei Makaranka | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Development Team: | Thunderjet | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| PO Rank: | 75.89 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| PO Ranking Note: | CW: Created after ranking exercise. The solution with a minimum data set has been discussed with a MM-SIG working group and AM-Breaux.
DB: Since I have taken responsibility for this feature I have adjusted ranking to fit with my other feature rankings. |
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| Cap Plan Fix Version (DO NOT CHANGE): | R2 2021 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Chalmers (Impl Aut 2019): | R2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Chicago (MVP Sum 2020): | R1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Cornell (Full Sum 2021): | R4 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Duke (Full Sum 2021): | R4 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: 5Colleges (Full Jul 2021): | R2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: GBV (MVP Sum 2020): | R4 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Grand Valley (Full Sum 2021): | R5 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: hbz (TBD): | R4 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Lehigh (MVP Summer 2020): | R2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: MO State (MVP June 2020): | R3 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: TAMU (MVP Jan 2021): | R4 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: U of AL (MVP Oct 2020): | R2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Description |
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Overview: For the mvp we implement the POL number in the Acquisition accordion. The POL number is a hotlink directly back to the Order record. Usecase: UX-wireframe for the simple implementation with the POL number as hotlink directly back to the Order record, and two elements more: the Order status, Order status date, and Price. The long term solution, would be to implement a fuller set or data elements - but that will be beyond mvp -
NOTE: This does not affect the Receiving accordion in the Holdings record, only the Acquisitions accordion Other issues to be confirmed for final stories
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| Comments |
| Comment by Charlotte Whitt [ 03/Jun/20 ] |
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This is critical for uChicago (round_iv) - https://folio-org.atlassian.net/wiki/display/COHORT2019/Round+IV+-+Post+MVP |
| Comment by Holly Mistlebauer [ 17/Jun/20 ] |
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Chicago comment from Round IV Outliers spreadsheet: We felt like there was too much risk for people not to know whether an inventory record was attached to a PO.
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| Comment by Cate Boerema (Inactive) [ 09/Oct/20 ] |
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Dennis Bridges, Charlotte Whitt and I wanted to get your thoughts on which team should do the work on this feature (Thunderjet vs CF vs both). What do you think? CC: Marc Johnson |
| Comment by Charlotte Whitt [ 05/Nov/20 ] |
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Notes from Slack #product-owners: Charlotte Whitt: Today at 1:33 PM Cate Boerema: 7 hours ago Charlotte Whitt: 4 hours ago Dennis Bridges: 3 hours ago |
| Comment by Marie Widigson [ 11/Nov/20 ] |
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Is there a reason why this is not planned for instance level? It would be even more convenient not to have to open each holdings record. |
| Comment by Sharon Beltaine [ 12/Nov/20 ] |
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Reporting SIG: For reporting, we would like the POL to link to holdings and items in particular (this is not important to us for display, we just need the data element link). Having this link enables us to have reports that link the PO with a specific holding or item. Having holdings and items links is important for summarizing costs at the order level. The thin thread implementation of this data element is fine for reporting. |
| Comment by Cate Boerema (Inactive) [ 16/Nov/20 ] |
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Dennis Bridges, could you please have Thunderjet revisit the estimates on this feature? The estimates showing here were done by Niels Erik eons ago. |
| Comment by Andrei Makaranka [ 18/Nov/20 ] |
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Dennis Bridges, Cate Boerema Thanks |
| Comment by Charlotte Whitt [ 19/Jan/21 ] |
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Hi Holly Mistlebauer Dennis Bridges - getting this work done is often mentioned by the SMEs. Are their any change that this work can be picket up either by Dennis' team or Core Functional team for R1 2021 with the extended deadline? |
| Comment by Ann-Marie Breaux (Inactive) [ 27/Jan/21 ] |
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Hi Charlotte Whitt and Dennis Bridges Just trying to understand the Data Import field mapping implications. As far as I can tell, all of this will be drawn from the associated POLs automatically. Is that right? Will it only work if the holdings is created as part of the Order process? If the holdings is created as part of the Data Import process, would there be an opportunity to associate with the relevant POL manually somehow? (or via the Data Import process) Right now, this is just a blank accordion in the Data Import field mapping screen for the Holdings record. Let me know if we should have a quick meeting to discuss. Thank you! |
| Comment by Dennis Bridges [ 27/Jan/21 ] |
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Ann-Marie Breaux Regardless of how the Holding is created the orders app should be doing a FINDorCreate and establishing a reference. how the reference is established and where is still not set in stone, but likely this will mean storing the Holding UUID in the order. Fro that point on when a Holding is displayed in the inventory UI it would retrieve information from orders by requesting information related to its UUID. The orders app would control what is given and inventory would display everything it can. IF we implement this way the import app could potentially create Holdings and add the UUID when creating the order, this way it would be certain that the correct holding was used. I don't know that this would be necessary. However, it should be consistent with how you facilitate the Instance<>POL linking and Piece<>Item linking. |
| Comment by Ann-Marie Breaux (Inactive) [ 18/Feb/21 ] |
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Thanks for the additional info Dennis Bridges. This is definitely going to be required for
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| Comment by Charlotte Whitt [ 18/Feb/21 ] |
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Holly Mistlebauer - Input for our R2 2021 conversation and prioritization of work. As you can see in the comments above, then
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| Comment by Holly Mistlebauer [ 19/Feb/21 ] |
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Dennis Bridges: Hi! This feature needs to be completed early in the Juniper development cycle because it is required for
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| Comment by Dennis Bridges [ 19/Feb/21 ] |
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Thanks Holly Mistlebauer I have adjusted the PO rank accordingly. |
| Comment by Lisa McColl [ 22/Apr/21 ] |
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Is there any provision here or elsewhere that if someone tries to delete a holding with a related POL there is a warning message alerting the user of the relationship that is about to be broken?
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| Comment by Dennis Bridges [ 22/Apr/21 ] |
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Lisa McColl There is nothing in scope of this feature for making a check on delete of holding from the inventory app. This type of interaction is a hotly debated topic at the moment. However, the order app will need some way of handling situations where our link no longer resolves. Ie. give a user the ability to choose a new holding. Ultimately the community needs to settle on an approach for managing these types of situation at a system level such that individual apps can conform to that approach and possibly leverage the global tools provided to do so. I've been away for a few weeks but I believe that even recently more progress has been made on this topic. |
| Comment by Dennis Bridges [ 10/Jun/21 ] |
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After confirming with Ann-Marie that the defendant features have been delayed we have decided to push this feature to R3 to allow for completion of the remaining stories and proper testing. There was no logical place to split this work. |
| Comment by Ann-Marie Breaux (Inactive) [ 04/Aug/21 ] |
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Hi Dennis Bridges Once this is done, and in general - does the Instance, Holdings, and Item store the related POL number (or its UUID perhaps) in Inventory-Storage, or does it just request that info from the Order app when it creates the view of the Instance/Holdings/Item? |
| Comment by Dennis Bridges [ 04/Aug/21 ] |
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Ann-Marie Breaux it just requests the info from the orders app. Basically says give me POLs that have my UUID and then displays the information that is returned. As we currently store the instance and item IDs on the order side the decision was made to keep this consistent for now with Holdings. |
| Comment by Dennis Bridges [ 25/Nov/21 ] |
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All issue resolved and verified in bugfest-kiwi |