Create, close, cancel, Purchase Orders (UXPROD-1141)

[UXPROD-770] Create PO that is One-time or On-Going (Standing) purchase. Created: 29/May/18  Updated: 16/Sep/20  Resolved: 15/Jan/19

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q4 2018
Parent: Create, close, cancel, Purchase Orders

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

Issue links:
Relates
relates to UXPROD-1141 Create, close, cancel, Purchase Orders Closed
Epic Link: Create, close, cancel, Purchase Orders
Analysis Estimate: Small < 3 days
Front End Estimate: Medium < 5 days
Front-End Confidence factor: Low
Back End Estimate: XL < 15 days
Development Team: Thunderjet
Rank: Chalmers (Impl Aut 2019): R2
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R1
Rank: GBV (MVP Sum 2020): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1

 Description   

Purpose: A purchase order must be able to accommodate one-time or on-going purchases. These will behave in the system in different ways regarding encumbering funds, creating inventory and ultimately being closed.

High Level Requirements:
One-time or on-going is identified at the Purchase order level in the field "Order Type"

One-time orders require the following specific fields:

  1. Created Date
  2. Order Sent Date
  3. List Price
  4. Quantity
  5. Fund distribution

On-going orders require the following specific fields:

  1. Created Date
  2. Order Sent Date
  3. List Price
  4. Quantity
  5. Fund distribution
  6. Renewal Date
  7. Renewal Period (In Days, Eg. 90 or 365)
  8. Renewal Occurrences
  9. Manual Renewal
  10. Review Period

On-going re-encumber
This is identical to an on-going order but will re-encumber the associated cost values each fiscal year.

The following is the document containing the most up to date field data details: https://docs.google.com/spreadsheets/d/1F88PoSnEKD7oFnza1ZuOgzAgKnK95XOyTQzxyww3tZA/edit?usp=sharing



 Comments   
Comment by Dennis Bridges [ 15/Jan/19 ]

The requirements outlined by this feature have now been implemented. This focused on the collection of data elements required to create an order of this type as the associated business logic is covered else where.

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