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

[UXPROD-888] Duplicate orders report Created: 11/Jun/18  Updated: 15/Dec/21  Resolved: 13/Dec/21

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Ordering functionality that FOLIO needs to stay competitive

Type: New Feature Priority: P4
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Duplicate Votes: 0
Labels: acquisitions, appreport, orders
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by UIOR-864 Check for potential duplicate order l... Closed
Relates
relates to UXPROD-867 Reporting: In-App Reports Open
relates to UXPROD-2819 RM-Duplicate Orders Report Cluster Open
relates to REP-89 Vendor Title Match Report Open
relates to UXPROD-1141 Create, close, cancel, Purchase Orders Closed
Epic Link: Ordering functionality that FOLIO needs to stay competitive
Analysis Estimate: Small < 3 days
Front End Estimate: Small < 3 days
Back End Estimate: Small < 3 days
Development Team: Thunderjet
Report ID (pre-May 2019): ID273
Report Contact(s):
susan.martin@mtsu.edu
Report Functional Area(s):
Resource Management
PO Rank: 38
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R2
Rank: Duke (Full Sum 2021): R5
Rank: 5Colleges (Full Jul 2021): R4
Rank: FLO (MVP Sum 2020): R4
Rank: GBV (MVP Sum 2020): R4
Rank: Grand Valley (Full Sum 2021): R4
Rank: hbz (TBD): R4
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R3
Rank: Leipzig (Full TBD): R4
Rank: Leipzig (ERM Aut 2019): R4
Rank: TAMU (MVP Jan 2021): R5
Rank: U of AL (MVP Oct 2020): R4

 Description   

To identify recent orders that duplicate already held volumes or that lack standard numbers for and require manual searching.

This report may not be required if FOLIO can eliminate the possibility of these duplicates.

Approach:
When creating orders and saving as pending or opening. System will check for duplicates based on title and product Id's (Potentially only for orders with pending or open status). If found the user will be interrupted with an alert that the order may be a duplicate of order "_______...2...3" and the user will be able to continue or cancel operation.



 Comments   
Comment by Holly Mistlebauer [ 17/Jun/20 ]

Chicago comment from Round IV Outliers spreadsheet: We run a daily report post-order to catch duplicates. We do not have staff to perform pre-order searching. -Kristin MartinFrom conversation with Christie, the data we need is not yet in the LDP. If this data were in the LDP, we could run this as a daily report in the mornings. -Tod Olson

Comment by Christie Thomas [ 03/Nov/20 ]

Should this be converted to an LDP report? The required data appears to be available in the LDP now.

Comment by Sharon Beltaine [ 04/Nov/20 ]

Christie Thomas and Natalya Pikulik are evaluating whether or not this can be created as a report query for the FOLIO Analytics report repository (LDP).

Comment by Nassib Nassar [ 17/Nov/20 ]

An "LDP-based" version of this report feature, created as a new issue for now: https://folio-org.atlassian.net/browse/UXPROD-2823

Comment by Dennis Bridges [ 13/Dec/21 ]

I am closing this as a duplicate for two reasons. 1) Reports are being built into LDP and other reporting tools to fulfill this requirement. 2) We have another feature in UXPROD-2456 In Progress that calls for a duplicate check. This check will be done in the UI to alert users to possible duplicate.

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