Budget management functionality that FOLIO needs to stay competitive (UXPROD-3442)

[UXPROD-3619] Allow user to edit instance connection of POL Created: 23/Mar/22  Updated: 06/Oct/22  Resolved: 15/Sep/22

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

Type: New Feature Priority: P2
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Done Votes: 0
Labels: acquisitions, tech-debt
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by MODORDERS-718 PO Line details are not updating afte... Closed
is defined by MODORDERS-730 Item not appearing under holdings aft... Closed
is defined by MODORDSTOR-311 Change instance updates POL details b... Closed
is defined by UIOR-594 Edit instance connection of POL - cr... Closed
is defined by UIOR-936 Edit instance connection of POL - cre... Closed
is defined by UIOR-937 Display toast when Edit instance conn... Closed
is defined by UIOR-942 Edit instance connection of POL - op... Closed
is defined by UIOR-979 Instance connection of POL (integrati... Closed
is defined by MODORDERS-683 Define new Business API for updating ... Closed
is defined by MODORDERS-684 Implement edit instance connection lo... Closed
is defined by MODORDERS-685 Implement edit instance connection l... Closed
is defined by MODORDSTOR-297 Define data model for supporting edit... Closed
is defined by MODORDSTOR-298 Define new Storage API for updating I... Closed
is defined by MODORDSTOR-299 Implement PATCH Storage API for updat... Closed
Release: Morning Glory (R2 2022)
Epic Link: Budget management functionality that FOLIO needs to stay competitive
Front End Estimate: Large < 10 days
Back End Estimate: Large < 10 days
Development Team: Thunderjet
PO Rank: 0
Rank: Cornell (Full Sum 2021): R1

 Description   

Current situation or problem: When a purchase orders is connected to the wrong instance there is no way to correct it. Unopening orders to do this is causing issues with receiving workflow.

In scope

Allow user to change the instance connection of a POL
When changing connection FOLIO will update all related order and inventory records

Out of scope

Allow user to Change instance connection but only update some records (Ie. do not move certain items)

Use case(s)

  • Purchase order was connected to the wrong instance (often the electronic rather than physical instance) because of instance matching logic that is invoked for orders created through GOBI integration.
  • Purchase order was connected to the wrong instance because of human error.
  • Purchase order was connected to the wrong instance during order import or migration.

Proposed solution/stories
Add action to facilitate the changing of instance connection
Require user to update all related records

Links to additional info 
https://miro.com/app/board/uXjVOExnKfA=/?invite_link_id=612353300193
Grooming session : https://epam-my.sharepoint.com/:v:/p/mikita_siadykh/EXtUBB8iJDtKrOqGP_wtcYYBRJanCkcG0RBfm9lsIA5GLw?isSPOFile=1

Questions



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

Note this feature was created to make it easier to track and prioritize this work as it was too large to leave under UXPROD-3396 Closed

Comment by Dennis Bridges [ 15/Sep/22 ]

All stories resolved

Generated at Fri Feb 09 00:33:28 UTC 2024 using Jira 1001.0.0-SNAPSHOT#100246-sha1:7a5c50119eb0633d306e14180817ddef5e80c75d.