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

[UXPROD-2168] Editing orders after they have been opened Created: 29/Nov/19  Updated: 16/Sep/20  Resolved: 14/Jul/20

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q2 2020
Parent: Create, close, cancel, Purchase Orders

Type: New Feature Priority: P3
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Done Votes: 0
Labels: acquisitions, orders, q4-2019-spillover, round_iv, split
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
clones UXPROD-2050 Ordering updates and fixes - Q4 2019 Closed
Defines
is defined by MODORDERS-341 Set item status to "Order closed" Closed
is defined by MODORDERS-384 Item status not set to order closed Closed
is defined by MODORDERS-386 Create title with populated instanceI... Closed
is defined by MODORDERS-401 Order will not reopen after being uno... Closed
is defined by MODORDSTOR-145 Create title with populated instanceI... Closed
is defined by MODORDSTOR-158 Retreiving order collection in descen... Closed
is defined by UIOR-552 Can not remove product ID without dis... Closed
is defined by UIOR-565 Ongoing order not saving when not usi... Closed
is defined by MODFISTO-109 Add ability update encumbrances and n... Closed
is defined by MODORDERS-176 Failure in inventory interaction, fai... Closed
is defined by MODORDERS-281 Need the ability to change poNumber p... Closed
is defined by MODORDERS-337 check for "Orders: Unopen purchase or... Closed
is defined by MODORDERS-379 Title in POL view in order search not... Closed
is defined by MODORDERS-381 Create MODORDERS Hotfix release Closed
is defined by MODORDERS-389 Unable to remove prefixes/suffixes th... Closed
is defined by MODORDSTOR-6 Update acq-models.cost Closed
is defined by MODORDSTOR-133 Add poNumberPrefix and poNumberSuffix... Closed
is defined by MODORDSTOR-144 Create MODORDSTOR Hotfix release Closed
is defined by UIOR-198 State issue: Navigating from unsaved ... Closed
is defined by UIOR-303 Fix the ghost text placeholders for P... Closed
is defined by UIOR-334 TECH-DEBT to cover related invoices b... Closed
is defined by UIOR-405 Cannot reassign template when editing... Closed
is defined by UIOR-439 Migrate orders settings from mod-conf... Closed
is defined by UIOR-495 Populate poNumberPrefix & poNumberSuf... Closed
is defined by UIOR-496 Update edit order form and Template t... Closed
is defined by UIOR-497 Prevent deletion of prefix/suffix val... Closed
is defined by UIOR-507 TECH-DEBT refactor PO Lines list to n... Closed
is defined by UIOR-508 TECH-DEBT refactor PO list to not use... Closed
is defined by UIOR-516 opt-in to Load More in Lists of order... Closed
is defined by UIOR-518 Display "Total encumbered" in PO summary Closed
is defined by UIOR-529 New icon for "Open order" Closed
is defined by UIOR-530 Improve Select location dropdown to u... Closed
is defined by UIOR-531 Display order closed and reason for c... Closed
is defined by UIOR-539 Disable Buttons after user clicks "Sa... Closed
is defined by UIOR-540 Add loading indicator when selecting ... Closed
is defined by UIOR-553 Create UIOR Hotfix Release Closed
is defined by UIOR-567 Can not tell that order has been clon... Closed
is defined by UIOR-571 Can not edit quantity when open order... Closed
is defined by UIPFPOL-7 TECH-DEBT refactor ui-plugin-find-po-... Closed
is defined by UIOR-138 Allow user to edit prefix and suffix ... Closed
is defined by UIOR-290 Add PO into the search box when movin... Closed
is defined by UIOR-381 Template fix: Currency Closed
is defined by CHAL-118 ERROR: Maximum call stack size exceeded Closed
Relates
relates to MODFISTO-118 Budget is not updated if encumbrance ... Closed
relates to UIOR-480 Orders: Fail to edit some order line ... Closed
relates to MODFISTO-114 Ledger FY totals not updated after en... Closed
relates to MODORDERS-335 Edit quantity when Order is re-opened Closed
relates to MODORDERS-336 Allow to edit Vendor and Bill to on O... Closed
relates to MODORDERS-338 Adjust encumbrances when Order is re-... Closed
relates to MODORDERS-402 Update encumbrances upon POL editing ... Closed
relates to UIOR-433 Ability to change price and fund dist... Closed
relates to UIOR-444 Ability to change quantity ordered wi... Closed
relates to UIOR-453 Ability to change Vendor and Bill to ... Closed
relates to UIOR-456 Ability to "Unopen" and once again "O... Closed
relates to UIOR-457 Ability to "Reopen" and once again "C... Closed
relates to UIOR-569 Ability to change price and fund dist... Closed
relates to CHAL-175 Fail to edit some order lines Closed
relates to MODORDERS-397 Edit lowering quantity of items or ch... Closed
relates to MODORDERS-400 Adding pieces, when the quantity is i... Closed
relates to UIOR-554 Click on instance doesn't select it a... Closed
relates to UIOR-555 Refine styling of Title field at PO L... Closed
Epic Link: Create, close, cancel, Purchase Orders
Front End Estimate: Large < 10 days
Back End Estimate: XXL < 30 days
Development Team: Thunderjet
PO Rank: 100
Rank: Chalmers (Impl Aut 2019): R2
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: FLO (MVP Sum 2020): R1
Rank: GBV (MVP Sum 2020): R2
Rank: Lehigh (MVP Summer 2020): R1
Rank: MO State (MVP June 2020): R2
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1

 Description   

Overview: Users need to update aspects of orders that have been sent to a vender (or opened). Primarily this concerns on-going orders and a need to update vendor, cost and quantity details. When cost or quantity change encumbered values and receiving/inventory need to be maintained.

Note: In some cases this will require the order be resent to the Vendor. (Eg. when using EDIFACT)



 Comments   
Comment by Kristin Martin [ 04/Dec/19 ]

Does this concern only cost and quantity? or is it more generic to other types of updates, e.g., updating subscription agent (vendor)?

Comment by Dennis Bridges [ 04/Dec/19 ]

Kristin Martin I see that this was not clear from the description and have updated it as it also concerns updating the Vendor which is currently not possible for open orders.

Comment by Marie Widigson [ 13/Dec/19 ]

This is a common need for us for one time orders as well. If vendor A does not have the title, we easily want to change to vendor B and enter an explanation in a note (currently, we use Receiving note for this purpose).

We currently have to change the order status to Pending, change vendor, and open the order again. (Changing number of copies are not possible at all.) Starting over from the beginning involves extra work and can lead to mistakes. It's also important for us to keep the history that we have entered in the Receiving note.

Not sure how changing a vendor and/or number of items would interact with Edifact. In previous ILS, we could resend an order, which happened quite a lot.

/Marie & Martina Karlsson, Chalmers

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