Managing Claims, Claim Responses, and Status Reports for Materials (UXPROD-1142)

[UXPROD-4186] Generate claim information to share with Vendor Created: 13/Jan/20  Updated: 25/Jan/24

Status: Open
Project: UX Product
Components: None
Affects versions: None
Fix versions: Umbrellaleaf (R2 2025)
Parent: Managing Claims, Claim Responses, and Status Reports for Materials

Type: New Feature Priority: P3
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Unresolved Votes: 1
Labels: SolutionArchitecture, acquisitions, lc-priority6, loc, orders
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by UIOR-1107 Print claim information Draft
Relates
relates to UXPROD-1845 Claiming unreceived or unreceivable i... Analysis Complete
Release: Umbrellaleaf (R2 2025)
Epic Link: Managing Claims, Claim Responses, and Status Reports for Materials
Front End Estimate: XXL < 30 days
Front End Estimator: Khalilah Gambrell
Front-End Confidence factor: 30%
Back End Estimate: XXL < 30 days
Back End Estimator: Khalilah Gambrell
Back-End Confidence factor: 20%
Development Team: Thunderjet
PO Rank: 149

 Description   

Overview:

When user has made the decision to make a claim for a piece of material the user will be able to generate and share that information with the vendor

Use case:

Questions

In-scope:

  • Allow user to print claim from order app
  • Allow user to print claim from receiving app

Out of scope:

  • Tracking claim activity for a given record UXPROD-1845 Analysis Complete
  • Creating claim templates to be used for printing UXPROD-4168 Draft

Approach:

Allow user to print claim to PDF based on template defined in settings for printing claims

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



 Comments   
Comment by Dennis Bridges [ 20/Sep/23 ]

This feature has now been assigned to the Ramsons release as we intend to prioritize UXPROD-1845 Analysis Complete . By implementing that feature first users will be able to leverage the existing export functionality in receiving to produce the details of what needs to be claim with any given Vendor. This will also enable the possibility of a dashboard widgets for displaying pieces that require claiming, have been delayed, or are currently in the process of being claimed.

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