Receiving functionality that FOLIO needs to stay competitive (UXPROD-3438)

[UXPROD-3179] Carry POL 'rush' indicator to corresponding receiving records Created: 13/Jul/21  Updated: 11/Aug/22  Resolved: 11/Aug/22

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Morning Glory (R2 2022)
Parent: Receiving functionality that FOLIO needs to stay competitive

Type: New Feature Priority: P3
Reporter: Molly Driscoll Assignee: Dennis Bridges
Resolution: Done Votes: 0
Labels: acquisitions, communitycontrib
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by UIREC-205 Filter Rec titles by "Rush" Closed
is defined by UIREC-132 Allow user to adjust order quantity a... Closed
Relates
relates to UXPROD-3438 Receiving functionality that FOLIO ne... In Progress
Epic Link: Receiving functionality that FOLIO needs to stay competitive
Front End Estimate: Small < 3 days
Front-End Confidence factor: 100%
Back End Estimate: Small < 3 days
Back-End Confidence factor: 80%
Development Team: Thunderjet
PO Rank: 0
Rank: Cornell (Full Sum 2021): R2
Rank: Duke (Full Sum 2021): R2
Rank: GBV (MVP Sum 2020): R3
Rank: MI State-Lib of MI (Sum 2021): R2

 Description   

Current situation or problem: ** The POL has a rush checkbox that can be selected. This is available as a filter to narrow only to POLs with this indicator selected.

It would be helpful to library staff if this rush indicator carried to the corresponding receiving record in a manner similar to the receiving note, as well as to associated invoices. In both cases, the rush filter should be available in these apps to support filtering to receiving records and invoices containing items that require rush processing.

This would indicate the need for rush processing at every stage of the acquisitions process in FOLIO, which is especially important in libraries where there are different staff members responsible for different stages of the acquisitions workflow.

In scope

Out of scope

Use case(s)

As an acquisitions staff member, I want to filter my receiving records by expected receipt date and whether rush is selected to ensure that I'm prioritizing the processing of these materials first.

As an acquisitions staff member, I want to be able to know if the invoice I am paying covers any materials that require rush processing.

Proposed solution/stories

Links to additional info

Suggested by Michigan State University as an enhancement to FOLIO Acquisitions after their go-live on 7/1/2021.

Questions



 Comments   
Comment by Dennis Bridges [ 23/Mar/22 ]

Based on capacity constraints this issue has been split. The Filtering of invoice by those that relate to Rush orders has been moved to UXPROD-3562 Closed which is assigned to the Nolana release. See UINV-381 Open for specific functionality that has been moved.

Comment by Dennis Bridges [ 11/Aug/22 ]

 All stories resolved. Test successful in bugfest-mg.

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