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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>
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<item>
            <title>[UXPROD-1845] Claiming unreceived or unreceivable items workflow</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-1845</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;b&gt;Overview:&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;Claims are filed via multiple communication methods (Eg. EDIFACT, e-mail or printed). This is different depending on if this is an ongoing order (maybe based on prediction or patterns) or one-time order (based on order date and expected delivery period from vendor). The feature is focus on allowing the workflow of claiming to be tracked by the FOLIO system.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Approach:&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;Claiming will be driven by the piece record to accommodate both serials and monograph workflows.&#160;&lt;/p&gt;</description>
                <environment></environment>
        <key id="13546">UXPROD-1845</key>
            <summary>Claiming unreceived or unreceivable items workflow</summary>
                <type id="10002" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium">New Feature</type>
                            <parent id="10131">UXPROD-1142</parent>
                                    <priority id="10002" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p3.svg">P3</priority>
                        <status id="10010" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/generic.png" description="(Migrated on 4 Feb 2024 13:41 UTC)">Analysis Complete</status>
                    <statusCategory id="3" key="done" colorName="green"/>
                                    <resolution id="-1">Unresolved</resolution>
                                                        <assignee accountid="557058:2f7b6349-450b-419a-ba54-c181f51383ad">Dennis Bridges</assignee>
                                                                <reporter accountid="557058:2f7b6349-450b-419a-ba54-c181f51383ad">Dennis Bridges</reporter>
                                    <labels>
                            <label>LC-priority2</label>
                            <label>acquisitions</label>
                            <label>loc</label>
                            <label>post-v1</label>
                            <label>receiving</label>
                            <label>round_iv</label>
                    </labels>
                <created>Tue, 2 Jul 2019 16:18:16 +0000</created>
                <updated>Thu, 8 Feb 2024 09:51:04 +0000</updated>
                                                            <fixVersion>Quesnelia (R1 2024)</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>21</watches>
                                                                <comments>
                                                            <comment id="18699" author="5c48911acc3a1d3d8a2bbdf9" created="Wed, 17 Jul 2019 18:09:01 +0000"  >&lt;p&gt;A possible way to split this feature might be to break out 1) how FOLIO will help the user identify items that are missing and need to be claimed (such as through the use of prediction patterns for print serials and 2) ability to communicate that claim to the vendor.  &lt;/p&gt;

&lt;p&gt;Duke will rank this JIRA as &quot;can wait - up to one year&quot; since the ability to communicate the claim isn&apos;t as critical as being able to identify that something was expected and didn&apos;t arrive (a feature is needed at go-live).&lt;/p&gt;</comment>
                                                            <comment id="18700" author="5e8c99c89252d10b8a907b98" created="Tue, 24 Sep 2019 13:32:26 +0000"  >&lt;p&gt;In GBV we need a way to define claiming periods, either in the POL (and/or receiving section) or in the organization record (ideally both is possible). It would be good if the claiming frequency which is specified in the organization record is included as standard in every purchase order placed with this vendor - unless an individual claiming frequency is defined for this exact purchase order. &lt;/p&gt;

&lt;p&gt;To decide on POL level whether claiming is desired or not, there could be a &quot;claiming checkbox&quot; in the order screen, which can be checked/unchecked.&lt;/p&gt;

&lt;p&gt;The &quot;receipt date&quot; in the order determines the date of the first claim/reminder. &lt;br/&gt;
The claiming periods, notices and data for the last and next claims should be displayed. After sending one reminder the date for a new claim is calculated by the system. &lt;br/&gt;
The claiming frequency can be adjusted on POL level if necessary.&lt;/p&gt;

&lt;p&gt;We need to be able to filter and select POLs for which claims should be issued. If no communication of claims (like generating claiming letters) will be possible in the beginning, the list of to be claimed POLs should be exportable.&lt;/p&gt;

&lt;p&gt;In general we would need an online alert for items that are to be claimed. Claims should not be sent to the vendor automatically, but we need a possibility to check possible reasons why the item did not arrive yet (i.e. not yet published). After checking there should be 2 options:&lt;br/&gt;
1. Dismiss the claim and log the count of the claim (1st, 2nd ...), date and the fact that it was not sent but dismissed&lt;br/&gt;
2. or send (online/printed) and log the count of the claim, date and the fact that it was sent&lt;/p&gt;</comment>
                                                            <comment id="18701" author="5c599445b76d5c34f359ae6a" created="Tue, 9 Mar 2021 17:55:43 +0000"  >&lt;p&gt;Michigan State-LM agrees with the earlier comment that a first step would be the ability to simply identify and collect titles for one-time orders that are unfilled and were placed before x date.&#160; This could be a set amount of time i.e. 3 months prior or allow the user to insert a &quot;less than&quot; &lt;span class=&quot;error&quot;&gt;&amp;#91;specific date&amp;#93;&lt;/span&gt;.&lt;/p&gt;</comment>
                                                            <comment id="18702" author="5af5e627525ba96b58654f12" created="Tue, 14 Dec 2021 18:54:47 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A2f7b6349-450b-419a-ba54-c181f51383ad&quot; class=&quot;user-hover&quot; rel=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; data-account-id=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; accountid=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; rel=&quot;noreferrer&quot;&gt;Dennis Bridges&lt;/a&gt; Adding a comment to capture request from 14 Dec 2021 Acq SIG: also a need to communicate cancellation for existing orders to vendors, either via e-mail or perhaps EDIFACT (for some vendors). Maybe consider as part of this feature, or else create a separate feature for communicating cancellations to vendors?&lt;/p&gt;

&lt;p&gt;cc: &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5e8c99c89252d10b8a907b98&quot; class=&quot;user-hover&quot; rel=&quot;5e8c99c89252d10b8a907b98&quot; data-account-id=&quot;5e8c99c89252d10b8a907b98&quot; accountid=&quot;5e8c99c89252d10b8a907b98&quot; rel=&quot;noreferrer&quot;&gt;Martina.Schildt&lt;/a&gt;&lt;/p&gt;</comment>
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