Create, close, cancel, Purchase Orders
(UXPROD-1141)
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| Status: | Closed |
| Project: | UX Product |
| Components: | None |
| Affects versions: | None |
| Fix versions: | R2 2021 | Parent: | Create, close, cancel, Purchase Orders |
| Type: | New Feature | Priority: | P2 |
| Reporter: | Dennis Bridges | Assignee: | Dennis Bridges |
| Resolution: | Done | Votes: | 0 |
| Labels: | acquisitions, needs-ranking, orders, ui-only | ||
| Remaining Estimate: | Not Specified | ||
| Time Spent: | Not Specified | ||
| Original estimate: | Not Specified | ||
| Issue links: |
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| Epic Link: | Create, close, cancel, Purchase Orders | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Front End Estimate: | XXL < 30 days | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Front-End Confidence factor: | Medium | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Estimation Notes and Assumptions: | There are some questions regarding implementing all requirements via HTML templates and we have not yet done a POC for this approach. This will be implemented with only FE work. If the template can be simple it could be smaller. | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Development Team: | Thunderjet | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| PO Rank: | 71.91 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Cap Plan Fix Version (DO NOT CHANGE): | R2 2021 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Chicago (MVP Sum 2020): | R5 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Cornell (Full Sum 2021): | R3 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Duke (Full Sum 2021): | R4 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: 5Colleges (Full Jul 2021): | R4 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: GBV (MVP Sum 2020): | R3 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: Lehigh (MVP Summer 2020): | R4 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: MI State-Lib of MI (Sum 2021): | R3 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: TAMU (MVP Jan 2021): | R3 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: U of AL (MVP Oct 2020): | R1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||
| Description |
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NOTE: This work was split from
Purpose: Allow users to save orders as PDF for the purpose of sharing order data with vendors or other external stakeholders. Use cases: Questions: Requirements:
Approach: https://folio-org.atlassian.net/wiki/pages/viewpage.action?pageId=1385793&src=contextnavpagetreemode Grooming: |
| Comments |
| Comment by Theodor Tolstoy (One-Group.se) [ 17/Feb/21 ] |
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Dennis Bridges just a thought: Is it really needed to create a pdf here? Could not a CSS stylesheet and some Stripes magic make printing of the web page a more cleaners solution? Then you could make use of the Print-to-pdf feature as well. Cleaner in the architecturally cleaner sense, not necessarily simpler. But, it could work for all apps in FOLIO if done right, and that would be a real benefit, right? What do you think? |
| Comment by Dennis Bridges [ 17/Feb/21 ] |
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Theodor Tolstoy (One-Group.se) thanks for mentioning this, I will explore this with Thunderjet. I'm wondering if this would mean more frontend work and less backend work in implementation. Aliaksei Chumakou what do you think of this approach? |
| Comment by Aliaksei Chumakou [ 18/Feb/21 ] |
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Dennis Bridges if I understands correctly here, we are talking about opening Order or Order Line details pane in a separate window and let user to decide if he wants it to be printed or printed to pdf. To explore this I suggest to create a spike for 1 day, to discover the possibility and pitfalls. If results could be matched on requirements - why not, this might be a front-end solution |
| Comment by Dennis Bridges [ 18/Feb/21 ] |
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Sounds good, I've created
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| Comment by Theodor Tolstoy (One-Group.se) [ 22/Feb/21 ] |
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Cool!
I am not sure if that is possible, but it would be really clean if it was. |
| Comment by Theodor Tolstoy (One-Group.se) [ 22/Feb/21 ] |
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Happy to help Dennis Bridges. I have done similar things in the past, but that was before SPA:s, and I am not sure of how possible it would be these days.
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| Comment by Molly Driscoll [ 15/Apr/21 ] |
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Is there a way to select fields to include on the PDF export? (Similar to how you can do this for CSV export.) For instance, Michigan State University would need to include the following information: Title Pub Date ISBN Edition Price Fund Bill to/Ship to Selector Receiving Note They would also want to export vendor address and ideally have formatting options to enable this information in a windowed envelope. I'm not sure how this could work given that the vendor address is stored in the Org record rather than the order record, but wanted to record this use case on the institution's behalf. |
| Comment by Dennis Bridges [ 11/Aug/21 ] |
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All issues test and resolved |