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    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
    <description>This file is an XML representation of an issue</description>
    <language>en-us</language>    <build-info>
        <version>1001.0.0-SNAPSHOT</version>
        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
    </build-info>

<item>
            <title>[ERM-239] Link existing Purchase Order Line (POL) to an Agreement Line</title>
                <link>https://folio-org.atlassian.net/browse/ERM-239</link>
                <project id="10130" key="ERM">ERM Platform</project>
                    <description>&lt;p&gt;&lt;b&gt;Value for user:&lt;/b&gt;&lt;br/&gt;
By linking a POL to an Agreement line a library can record, view and track information about the acquisition of the items within the agreement including&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;how much the resource costs/will cost&lt;/li&gt;
	&lt;li&gt;how much has been spent on the resource&lt;/li&gt;
	&lt;li&gt;when the last invoice was paid&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Examples:&lt;/b&gt;&lt;br/&gt;
An Agreement consists of a subscription to a package of content and some individual titles. The library needs to track orders and payments for both the package and the specific titles. They link existing POLs for the relevant agreement lines to track this.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Roles and restrictions:&lt;/b&gt;&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;The option link a POL should only display for users with the rights to edit Agreements&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Workflow / UI expectations:&lt;/b&gt;&lt;br/&gt;
From &lt;tt&gt;Agreements (edit view) -&amp;gt;  Agreement Lines&lt;/tt&gt; each agreement line should be displayed with an option to &quot;Add PO line&quot;&lt;br/&gt;
Clicking &quot;Add PO line&quot; will prompt the user to search for and select an existing POL (using the POL search &amp;amp; sort modal)&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Business rules &amp;amp; constraints:&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;See also &lt;a href=&quot;https://folio-org.atlassian.net/browse/ERM-240&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-org.atlassian.net/browse/ERM-240&lt;/a&gt; for mockups&lt;/p&gt;</description>
                <environment></environment>
        <key id="40789">ERM-239</key>
            <summary>Link existing Purchase Order Line (POL) to an Agreement Line</summary>
                <type id="10005" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium">Story</type>
                            <parent id="13645">UXPROD-573</parent>
                                    <priority id="10002" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p3.svg">P3</priority>
                        <status id="6" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/closed.png" description="The issue is considered finished, the resolution is correct. Issues which are closed can be reopened.">Closed</status>
                    <statusCategory id="3" key="done" colorName="green"/>
                                    <resolution id="10003">Done</resolution>
                                                        <assignee accountid="5bfd62c75f77da6929583d6c">steve.osguthorpe</assignee>
                                                                <reporter accountid="557058:f42d9c43-226d-4aa3-bb31-9b2dd07920aa">Owen Stephens</reporter>
                                    <labels>
                            <label>agreements</label>
                            <label>erm</label>
                    </labels>
                <created>Thu, 16 May 2019 13:36:54 +0000</created>
                <updated>Fri, 4 Mar 2022 11:14:32 +0000</updated>
                            <resolved>Tue, 16 Jul 2019 09:04:12 +0000</resolved>
                                                                    <component>mod-agreements</component>
                    <component>ui-agreements</component>
                        <due></due>
                            <votes>0</votes>
                                    <watches>7</watches>
                                                                                                            <comments>
                                                            <comment id="90933" author="63ada7c86f068efec8f6fbdf" created="Thu, 20 Jun 2019 17:17:41 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=712020%3A5d8e7a2f-2a77-4bb8-8d8d-368eaea8b5eb&quot; class=&quot;user-hover&quot; rel=&quot;712020:5d8e7a2f-2a77-4bb8-8d8d-368eaea8b5eb&quot; data-account-id=&quot;712020:5d8e7a2f-2a77-4bb8-8d8d-368eaea8b5eb&quot; accountid=&quot;712020:5d8e7a2f-2a77-4bb8-8d8d-368eaea8b5eb&quot; rel=&quot;noreferrer&quot;&gt;Aditya matukumalli&lt;/a&gt; &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=70121%3A8c13ab26-e77a-4b3a-aecc-1142bc1f02b2&quot; class=&quot;user-hover&quot; rel=&quot;70121:8c13ab26-e77a-4b3a-aecc-1142bc1f02b2&quot; data-account-id=&quot;70121:8c13ab26-e77a-4b3a-aecc-1142bc1f02b2&quot; accountid=&quot;70121:8c13ab26-e77a-4b3a-aecc-1142bc1f02b2&quot; rel=&quot;noreferrer&quot;&gt;md331&lt;/a&gt; We previously &lt;em&gt;required&lt;/em&gt; 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UINV-7&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UINV-7&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Add invoice line based on POL&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium&quot; /&gt;
            UINV-7
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 for this, but now the plugin development has been separated off, is 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UINV-24&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UINV-24&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Search and select POL plugin&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium&quot; /&gt;
            UINV-24
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 sufficient to complete the outstanding development on this?&lt;/p&gt;</comment>
                                                            <comment id="90937" author="712020:5d8e7a2f-2a77-4bb8-8d8d-368eaea8b5eb" created="Fri, 21 Jun 2019 01:54:15 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=63ada7c86f068efec8f6fbdf&quot; class=&quot;user-hover&quot; rel=&quot;63ada7c86f068efec8f6fbdf&quot; data-account-id=&quot;63ada7c86f068efec8f6fbdf&quot; accountid=&quot;63ada7c86f068efec8f6fbdf&quot; rel=&quot;noreferrer&quot;&gt;Jag Goraya&lt;/a&gt;  I believe it should be sufficient for us if 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UINV-24&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UINV-24&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Search and select POL plugin&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium&quot; /&gt;
            UINV-24
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 is done. 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;ERM-239&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/ERM-239&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Link existing Purchase Order Line (POL) to an Agreement Line&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium&quot; /&gt;
            ERM-239
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 only requires the POL plugin to be up and running (search and select an existing POL) and I see that 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UINV-24&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UINV-24&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Search and select POL plugin&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium&quot; /&gt;
            UINV-24
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 lists and achieves that. &lt;/p&gt;</comment>
                                                            <comment id="90942" author="70121:8c13ab26-e77a-4b3a-aecc-1142bc1f02b2" created="Fri, 21 Jun 2019 14:00:49 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=63ada7c86f068efec8f6fbdf&quot; class=&quot;user-hover&quot; rel=&quot;63ada7c86f068efec8f6fbdf&quot; data-account-id=&quot;63ada7c86f068efec8f6fbdf&quot; accountid=&quot;63ada7c86f068efec8f6fbdf&quot; rel=&quot;noreferrer&quot;&gt;Jag Goraya&lt;/a&gt; the only thing I wonder about is how the order lines and invoices relate to one another and where the information we want is. In our current code, when listing PO Lines, I see we have columns for name, type, cost type, gross, net, tax and a link the PO Line.&lt;/p&gt;

&lt;p&gt;Only name and the PO Line link are currently even being attempted to render, so we don&apos;t appear to have any clue where the remaining fields should come from. I wonder whether they might actually come from the invoice rather than the purchase order? I couldn&apos;t find anything &lt;em&gt;specifically&lt;/em&gt; about those fields in the &lt;a href=&quot;https://s3.amazonaws.com/foliodocs/api/mod-orders-storage/order-lines.html#orders_storage_order_lines_get&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;POLine API&lt;/a&gt;.&lt;/p&gt;</comment>
                                                            <comment id="90946" author="70121:8c13ab26-e77a-4b3a-aecc-1142bc1f02b2" created="Fri, 21 Jun 2019 14:01:32 +0000"  >&lt;p&gt;But if we&apos;re &lt;em&gt;only&lt;/em&gt; concerned about &lt;em&gt;linking&lt;/em&gt; and not necessarily showing all the relevant data we have columns for, then yes, 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UINV-24&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UINV-24&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Search and select POL plugin&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium&quot; /&gt;
            UINV-24
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 should be fine.&lt;/p&gt;</comment>
                                                            <comment id="90950" author="557058:f42d9c43-226d-4aa3-bb31-9b2dd07920aa" created="Fri, 21 Jun 2019 15:55:46 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=70121%3A8c13ab26-e77a-4b3a-aecc-1142bc1f02b2&quot; class=&quot;user-hover&quot; rel=&quot;70121:8c13ab26-e77a-4b3a-aecc-1142bc1f02b2&quot; data-account-id=&quot;70121:8c13ab26-e77a-4b3a-aecc-1142bc1f02b2&quot; accountid=&quot;70121:8c13ab26-e77a-4b3a-aecc-1142bc1f02b2&quot; rel=&quot;noreferrer&quot;&gt;md331&lt;/a&gt; &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=712020%3A5d8e7a2f-2a77-4bb8-8d8d-368eaea8b5eb&quot; class=&quot;user-hover&quot; rel=&quot;712020:5d8e7a2f-2a77-4bb8-8d8d-368eaea8b5eb&quot; data-account-id=&quot;712020:5d8e7a2f-2a77-4bb8-8d8d-368eaea8b5eb&quot; accountid=&quot;712020:5d8e7a2f-2a77-4bb8-8d8d-368eaea8b5eb&quot; rel=&quot;noreferrer&quot;&gt;Aditya matukumalli&lt;/a&gt; &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=63ada7c86f068efec8f6fbdf&quot; class=&quot;user-hover&quot; rel=&quot;63ada7c86f068efec8f6fbdf&quot; data-account-id=&quot;63ada7c86f068efec8f6fbdf&quot; accountid=&quot;63ada7c86f068efec8f6fbdf&quot; rel=&quot;noreferrer&quot;&gt;Jag Goraya&lt;/a&gt; we have &lt;a href=&quot;https://folio-org.atlassian.net/browse/ERM-240&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-org.atlassian.net/browse/ERM-240&lt;/a&gt; which is about the display of the POL data. As &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=70121%3A8c13ab26-e77a-4b3a-aecc-1142bc1f02b2&quot; class=&quot;user-hover&quot; rel=&quot;70121:8c13ab26-e77a-4b3a-aecc-1142bc1f02b2&quot; data-account-id=&quot;70121:8c13ab26-e77a-4b3a-aecc-1142bc1f02b2&quot; accountid=&quot;70121:8c13ab26-e77a-4b3a-aecc-1142bc1f02b2&quot; rel=&quot;noreferrer&quot;&gt;md331&lt;/a&gt; mentions, display of information from Invoices is also likely to be required but I&apos;ve been waiting for the POL -&amp;gt; Invoice work to complete to start to understand what is needed here&lt;/p&gt;</comment>
                                                            <comment id="90957" author="63ada7c86f068efec8f6fbdf" created="Mon, 24 Jun 2019 10:02:54 +0000"  >&lt;blockquote&gt;&lt;p&gt;In our current code, when listing PO Lines, I see we have columns for name, type, cost type, gross, net, tax and a link the PO Line.&lt;/p&gt;&lt;/blockquote&gt;

&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=70121%3A8c13ab26-e77a-4b3a-aecc-1142bc1f02b2&quot; class=&quot;user-hover&quot; rel=&quot;70121:8c13ab26-e77a-4b3a-aecc-1142bc1f02b2&quot; data-account-id=&quot;70121:8c13ab26-e77a-4b3a-aecc-1142bc1f02b2&quot; accountid=&quot;70121:8c13ab26-e77a-4b3a-aecc-1142bc1f02b2&quot; rel=&quot;noreferrer&quot;&gt;md331&lt;/a&gt; &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=712020%3A5d8e7a2f-2a77-4bb8-8d8d-368eaea8b5eb&quot; class=&quot;user-hover&quot; rel=&quot;712020:5d8e7a2f-2a77-4bb8-8d8d-368eaea8b5eb&quot; data-account-id=&quot;712020:5d8e7a2f-2a77-4bb8-8d8d-368eaea8b5eb&quot; accountid=&quot;712020:5d8e7a2f-2a77-4bb8-8d8d-368eaea8b5eb&quot; rel=&quot;noreferrer&quot;&gt;Aditya matukumalli&lt;/a&gt;: These are no longer needed for this story implementation (we&apos;ll revisit with a later feature). The fields in 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;ERM-240&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/ERM-240&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Display Purchase Order Line (POL) information with an Agreement Line (edit view)&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium&quot; /&gt;
            ERM-240
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 are all for now, and should be available through POLine API. &lt;/p&gt;</comment>
                                                            <comment id="90961" author="5bfd62c75f77da6929583d6c" created="Mon, 1 Jul 2019 13:40:40 +0000"  >&lt;p&gt;&lt;a href=&quot;https://github.com/folio-org/mod-agreements/blob/master/service/grails-app/domain/org/olf/erm/Entitlement.groovy#L124-L127&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://github.com/folio-org/mod-agreements/blob/master/service/grails-app/domain/org/olf/erm/Entitlement.groovy#L124-L127&lt;/a&gt;&lt;/p&gt;</comment>
                                                            <comment id="90965" author="70121:8c13ab26-e77a-4b3a-aecc-1142bc1f02b2" created="Mon, 1 Jul 2019 13:52:55 +0000"  >&lt;p&gt;Fields available for an order line when it&apos;s selected are &lt;a href=&quot;https://s3.amazonaws.com/foliodocs/api/mod-orders-storage/order-lines.html#orders_storage_order_lines_get&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;likely the same as these&lt;/a&gt;.&lt;/p&gt;</comment>
                                                            <comment id="90967" author="63ada7c86f068efec8f6fbdf" created="Wed, 3 Jul 2019 09:34:59 +0000"  >&lt;p&gt;From &lt;a href=&quot;https://folio-project.slack.com/archives/CAYCU07SN/p1562092765365900&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;Slack thread&lt;/a&gt;:&lt;/p&gt;
&lt;blockquote&gt;&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Af42d9c43-226d-4aa3-bb31-9b2dd07920aa&quot; class=&quot;user-hover&quot; rel=&quot;557058:f42d9c43-226d-4aa3-bb31-9b2dd07920aa&quot; data-account-id=&quot;557058:f42d9c43-226d-4aa3-bb31-9b2dd07920aa&quot; accountid=&quot;557058:f42d9c43-226d-4aa3-bb31-9b2dd07920aa&quot; rel=&quot;noreferrer&quot;&gt;Owen Stephens&lt;/a&gt; Yes, it should be possible to link a POL to any agreement line, not matter whether agreement line points to an internal or external resource&lt;/p&gt;&lt;/blockquote&gt;</comment>
                                                            <comment id="90970" author="63ada7c86f068efec8f6fbdf" created="Thu, 4 Jul 2019 13:00:27 +0000"  >&lt;p&gt;Linked 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UIOR-320&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UIOR-320&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Add configuration to plugin-find-po-line for single select support&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium&quot; /&gt;
            UIOR-320
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 to support selecting / linking only one POL via the find POL plugin.&lt;/p&gt;</comment>
                    </comments>
                <issuelinks>
                            <issuelinktype id="10001">
                    <name>Cloners</name>
                                            <outwardlinks description="clones">
                                        <issuelink>
            <issuekey id="10236">UXPROD-1679</issuekey>
        </issuelink>
                            </outwardlinks>
                                                        </issuelinktype>
                            <issuelinktype id="10008">
                    <name>Defines</name>
                                            <outwardlinks description="defines">
                                        <issuelink>
            <issuekey id="10811">UXPROD-1157</issuekey>
        </issuelink>
                            </outwardlinks>
                                                        </issuelinktype>
                            <issuelinktype id="10003">
                    <name>Relates</name>
                                            <outwardlinks description="relates to">
                                        <issuelink>
            <issuekey id="40834">ERM-315</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="40790">ERM-240</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="40829">ERM-313</issuekey>
        </issuelink>
                            </outwardlinks>
                                                        </issuelinktype>
                            <issuelinktype id="10007">
                    <name>Requires</name>
                                            <outwardlinks description="requires">
                                        <issuelink>
            <issuekey id="30542">UINV-24</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="25052">UIOR-320</issuekey>
        </issuelink>
                            </outwardlinks>
                                                        </issuelinktype>
                    </issuelinks>
                <attachments>
                    </attachments>
                <subtasks>
                            <subtask id="40742">ERM-250</subtask>
                            <subtask id="40744">ERM-251</subtask>
                    </subtasks>
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