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Current situation or problem:
Order records updates have to be done manually, one record at the time.
In scope
- Identify records for bulk update based on the submitted list of identifiers or based on a query
- Support In app edits for
- po lines
- funds and fund codes
- vendors and vendor codes
- requestor
- notes
- tags
- Preview changes before they are committed
- Notify user about:
- successfully updated records
- errors that occurred during the update
Links to additional info
Mockups: TBD
Use case:
- Bulk change of specific fund codes in fund distribution to another fund code in PO lines based on order status for all open PO lines that meet the criteria
- Bulk change the vendor in all open pos for a specified vendor. One common case is changing subscription agents so all pos need to reflect the new vendor.
- Have the ability to identify approval order records from a specific date/load and update the vendor codes for those records
More generally, create a list of orders and bulk/rapid update funds, vendors, requestors, and notes.
More user cases:https://folio-org.atlassian.net/wiki/display/BULKEDIT/Bulk+Edit+Use+Cases
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