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

[UXPROD-2893] Print/Save order and order lines as PDF Created: 05/Feb/21  Updated: 28/Dec/21  Resolved: 11/Aug/21

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:
Defines
is defined by UINV-232 Add Print action and icon to invoice ... Closed
is defined by UINV-233 Create HTML template for Printing vou... Closed
is defined by UINV-235 Print voucher from HTML template Closed
is defined by UIOR-667 SPIKE: Investigate using style sheet ... Closed
is defined by UIOR-672 Add Print action and icon to order ac... Closed
is defined by UIOR-674 Print order from HTML template Closed
is defined by UIOR-675 HTML print layout POC Closed
is defined by UIOR-721 Update Print order from HTML template Closed
is defined by UISACQCOMP-26 Create HTML template for Printing order Closed
Gantt End to Start
has to be done before UXPROD-2974 Ability to Print/Save instance, holdi... Draft
has to be done before UXPROD-1129 Manage communication of individual Pu... Analysis Complete
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   

NOTE: This work was split from UXPROD-1129 Analysis Complete as a thin thread for allowing institutions to get the order out of folio as a PDF. This work will be leveraged by UXPROD-1129 Analysis Complete but must be done first.

Purpose: Allow users to save orders as PDF for the purpose of sharing order data with vendors or other external stakeholders.

Use cases:
1) For the acquisition method "Purchase" generally the user is required to send order information to the vendor. When no other electronic integration exists (Eg. EDIFACT). The user will email this information with a response that will included information from the order record.
2) User has an urgent rush order and does not want to wait for the overnight integration to trigger. The order is not actually attached as a PDF.
3) When the automated transmission of the order was not completed successfully or sufficiently the user may need to resend.
4) When the library needs to fax order information they can be printed from the system and faxed to a single vendor.
5) Communication/email is based on context from the order. Users may vary information in email for rush orders vs regular orders when communicating with a certain vendor. This response may need to be printed or saved as a PDF for archiving and VERY rarely to be sent via post.

Questions:

Requirements:

    • Ability to save order or order lines to PDF
    • PDF detail must include all relevant detail

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 ]

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 ]

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 ]

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 ]

Sounds good, I've created UIOR-667 Closed to investigate.

Comment by Theodor Tolstoy (One-Group.se) [ 22/Feb/21 ]

Cool!
Aliaksei Chumakou Actually, I was thinking more of using the @media queries of CSS 3 on the current pages. Imagine the following:

  1. You are looking at a result list (and no right pane is open). The page (somehow) uses a @media print query of the current css to print a list of results.
  2. You are looking on some detail view (right pane). The CSS/HTML now understands that the focus for printing Is the detail view. 

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 ]

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. 

 

Comment by Molly Driscoll [ 15/Apr/21 ]

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 ]

All issues test and resolved

Generated at Fri Feb 09 00:27:43 UTC 2024 using Jira 1001.0.0-SNAPSHOT#100246-sha1:7a5c50119eb0633d306e14180817ddef5e80c75d.