Ordering functionality that FOLIO needs to stay competitive (UXPROD-3440)

[UXPROD-4168] Build custom templates for printing a claim Created: 04/Apr/23  Updated: 25/Jan/24

Status: Draft
Project: UX Product
Components: None
Affects versions: None
Fix versions: Trillium (R1 2025)
Parent: Ordering functionality that FOLIO needs to stay competitive

Type: New Feature Priority: P3
Reporter: Joseph Reimers Assignee: Dennis Bridges
Resolution: Unresolved Votes: 0
Labels: SolutionArchitecture, lc-priority4, loc
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
clones UXPROD-4167 Integrate with third-party purchase r... Draft
Relates
relates to UXPROD-1845 Claiming unreceived or unreceivable i... Analysis Complete
Release: Trillium (R1 2025)
Epic Link: Ordering functionality that FOLIO needs to stay competitive
Front End Estimate: XL < 15 days
Front End Estimator: Khalilah Gambrell
Front-End Confidence factor: 20%
Back End Estimate: XL < 15 days
Back End Estimator: Khalilah Gambrell
Back-End Confidence factor: 20%
Development Team: Thunderjet
PO Rank: 117
Rank: Cornell (Full Sum 2021): R2

 Description   

Current situation or problem: Libraries are managing claims manually by collecting the needed information from receiving, orders and organizations and sending it to vendors via email etc. Some vendors can receive claims electronically and some are not equipped to. Ideally users would be able to configure a template for different types of claim and print that form for a given piece or POL and share it with a vendor.

In scope:

Create claim templates with a customizable header
Add "tokens" to the template that will pull the necessary data from the record for which the user wants to generate a claim. 

Out of scope:

Print claim for a given record UXPROD-4186 Open

Use case(s):

 

Proposed solution/stories:

Consider the approach taken by staff slips for building a custom template with tokens to populate aspects of the template with data from the record for which the claim is being generated.

Links to additional info

https://folio-org.atlassian.net/wiki/x/GhZU 

Questions: 


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