Ordering functionality that FOLIO needs to stay competitive (UXPROD-3440)

[UXPROD-1986] Suspend or delay orders Created: 12/Aug/19  Updated: 09/Dec/21

Status: Draft
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Ordering functionality that FOLIO needs to stay competitive

Type: New Feature Priority: P4
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Unresolved Votes: 0
Labels: acquisitions, orders
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
clones UXPROD-1036 Ability to clone (Duplicate) orders Closed
Relates
relates to UXPROD-1141 Create, close, cancel, Purchase Orders Closed
Epic Link: Ordering functionality that FOLIO needs to stay competitive
Front End Estimate: Small < 3 days
Back End Estimate: Medium < 5 days
Development Team: Thunderjet
Kiwi Planning Points (DO NOT CHANGE): 1
PO Rank: 57.6
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R2
Rank: 5Colleges (Full Jul 2021): R4
Rank: GBV (MVP Sum 2020): R4
Rank: Grand Valley (Full Sum 2021): R4
Rank: hbz (TBD): R4
Rank: Lehigh (MVP Summer 2020): R2
Rank: TAMU (MVP Jan 2021): R2
Rank: U of AL (MVP Oct 2020): R4

 Description   

Problem:

Ongoing orders: Often orders are interrupted by unforeseen circumstances. These are not canceled as the vendor is still committed to fulfill them. This may result in multiple payments in excess of what has been received for subscriptions. This may also result in claims being sent unnecessarily if we are aware of the reason why we aren't receiving items. However, the claim being sent is often how we find out this order should be suspended.

Onetime orders: The encumbrance will possibly need to be moved into the following year. The expected date must be changed/extended and information needs to be captured regarding why it was changed. Sometimes the vendor will not respond. As invoices may come in relating to multiple orders it is important to know that one of the lines on that invoice relates to something that has been suspended and should not be paid. However if the amount due is 0 for that line it should not matter.

High-Level Requirements:
Ability to indicate that activity surrounding an order which is not yet closed should cease until further notice.
Capture the date on which this is done
Capture the expected suspension end date
Capture information regarding this activity


Generated at Fri Feb 09 00:20:10 UTC 2024 using Jira 1001.0.0-SNAPSHOT#100246-sha1:7a5c50119eb0633d306e14180817ddef5e80c75d.