Receiving and Checking-in Materials based on Purchase Orders and Purchase Order Lines (UXPROD-1146)

[UXPROD-2294] Check-in and Receiving updates and fixes Created: 02/Mar/20  Updated: 16/Sep/21  Resolved: 13/Jul/20

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q2 2020
Parent: Receiving and Checking-in Materials based on Purchase Orders and Purchase Order Lines

Type: New Feature Priority: P3
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Done Votes: 0
Labels: UXPROD-2294, acquisitions, crossrmapps, orders, po-mvp, receiving, round_iv
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by MODORDERS-380 Can not receive when order is closed Closed
is defined by MODORDERS-383 Can not receive piece when item has b... Closed
is defined by UIREC-89 Errors when manually adding item from... Closed
is defined by UIREC-90 Update select location workflow for P... Closed
is defined by MODORDSTOR-151 Support "title" and "package" order l... Closed
is defined by UIOR-564 Link title POL to Package POL Closed
is defined by UIPCITEM-9 Create ui-plugin-create-item Hotfix R... Closed
is defined by UIREC-79 Create UIREC Hotfix Release Closed
is defined by UIREC-83 Support back-end changes in related s... Closed
is defined by UIREC-88 All expected pieces not always visibl... Closed
is defined by UIREC-94 Ability to edit received pieces Closed
Relates
relates to UIREC-70 Display receiving note in multi-piece... Closed
relates to MODORDSTOR-135 Add titleId field to the piece schema... Closed
relates to MODORDSTOR-153 Package name populated for non-packag... Closed
relates to UIREC-47 Create/lookup instance from receiving... Closed
relates to UIREC-78 Fill PO Line id on create Item reques... Closed
relates to MODORDERS-356 Find/Create instance/holding/item upo... Closed
relates to MODORDERS-359 Support "title" and "package" order l... Closed
relates to MODORDERS-390 Populate titleId during piece creation Closed
relates to MODORDSTOR-148 Delete sample data for open and close... Closed
relates to UIREC-42 Filter Titles by piece status and Acq... Closed
relates to UXPROD-1105 Create Container record in inventory ... Blocked
Epic Link: Receiving and Checking-in Materials based on Purchase Orders and Purchase Order Lines
Front End Estimate: Medium < 5 days
Front-End Confidence factor: Low
Back End Estimate: Large < 10 days
Development Team: Thunderjet
PO Rank: 80.5
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R2
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R1
Rank: GBV (MVP Sum 2020): R2
Rank: TAMU (MVP Jan 2021): R1

 Description   

Note: This work relates to UXPROD-1547 Closed but is considered additional functionality.

Overview: Updating Orders and Receiving and Check-in functionality such that users are able to order and receive packages of items. Meaning they are able to receive more than one title for a given POL. Also, that they are able to order specific titles in single POLs but relate them back to Package POL, such that those titles can be received/identified as part of a package.

Will include updates to PO and POL as well as changes to Receiving and Check-in. Will include schema updates to POL and potentially other records in acquisitions in order to provide more detail in Ongoing orders and package orders.

Acceptance criteria will include:

  • Ability to link Title POL to a Package POL
  • Ability to Create instance as part of receiving rather than just link to an existing instance

(Out of Scope) Maybe break into 2 features in the future:
1. From one POL, being able to act on inventory containers at point of receiving
2. ability to create Container Record in inventory for this package and link to POL
3. ability to link order to package in ERM/eholdings


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