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Preference is to use the Orders engine to create the Inventory records
Orders can be created as Pending or Open via Data Import
Changing an Order’s status from Pending to Open triggers:

Creation of encumbrances (if fund and price supplied in POL)
Creation of receiving pieces (depending on receiving setting in POL)
Creation of Instance, Holdings, Items (depending on Inventory setting in POL)

Currently orders feed all data to Inventory to create Instance, Holdings, Item
The Order app’s Inventory matching is not as flexible as Data Import’s and is all-or-nothing, depending on the setting
POLs are only linked with Instances, Holdings, Items if those Inventory records are created by opening orders

Can those POL links be created/changed manually on Inventory records

An Inventory record cannot be matched/updated via POL/VRN unless the Inventory record is linked to the POL; this is a very important workflow for libraries
The data on an incoming MARC Bib record and in a data import profile can create richer Inventory records than the Orders app can
Data import can only create a single holdings and item via an imported MARC Bib at this time, though that will change in Orchid or Poppy; Orders app can create multiple holdings and items

Status

Question

Status

Conclusion

Comments

How to handle the POL limit variation (in the field mapping profile, users can select to use the existing default or override to a number higher or lower than the default)

Status

subtle	true
colour	Blue
title	Open

If DI only allows creation of one-time, non-package orders, will there be any problems if we remove all the non-one-time, non-package data elements from the field mapping screen?

Status

subtle	true
colour	Blue
title	Open

We want to use the existing Orders logic as much as possible, but we also want Instance/Holdings/Item linked with correct POL even when created before the POL.

Status

subtle	true
colour	Blue
title	Open

How much extra logic would be needed?

Return an error to DI log if the user does not have permission to create an order for the acq unit specified in the PO

Status

subtle	true
colour	Blue
title	Open

Already in place for invoices. Can we reuse that work?

If vendor supplies order date in YYYYMMDD format, can we convert it to FOLIO YYYY-MM-DD default format?

Status

subtle	true
colour	Blue
title	Open

Would we be able to support other order date formats?

Status

subtle	true
colour	Blue
title	Open

Test handling of multiple copies for multiple locations in the same POL; how can DI understand and parse properly?

Status

subtle	true
colour	Blue
title	Open

POST-NOLANA

MARC field mapping syntax expansion required? Aim for repeatable 9xx field that has $a location code $b quantity maybe $c fund $d expense class?

For prices, FOLIO always wants an explicit decimal (e.g. 25.15, not 2516, correct?)

Status

subtle	true
colour	Blue
title	Open

Question for Thunderjet

With invoices, data import does not try to correlate the expense classes allowed by particular funds (just display all the expense classes from Settings in a dropdown list). Should we refine that for Orders? How difficult would it be?

Status

subtle	true
colour	Green
title	CLOSED

Per SMEs. no need to refine, at least to start with - show all funds and all expense classes in each dropdown.

Would Folijet need to take the receiving app into account? What happens if the Inventory records are created before the Order records, and not triggered by the POL's Inventory setting - would that be an issue?

Status

subtle	true
colour	Blue
title	Open

Question for Dennis/Thunderjet

If order is created as Pending, but Instance/Holdings/Item has already been created by DI, what happens when the order is opened manually?

Status

subtle	true
colour	Blue
title	Open

SMEs want the Instance/Holdings/Item to be linked to the appropriate POL on the PO that was manually opened

If library wants no Inventory created, can job profile be set up to import MARC Bibs, but only create orders?

Status

subtle	true
colour	Blue
title	Open

May just take some testing

From the SMEs:

Can we assume that actions taken by the system are being done the same way as actions done by a user (except faster, and without any confirmation modals)?

Status

subtle	true
colour	Blue
title	Open

Specific PO/POL data elements

Status

subtle	true
colour	Blue
title	Open

Question for Thunderjet

Vendor

Status

subtle	true
colour	Blue
title	Open

Is there an endpoint where DI could do a lookup based on the vendor name or code? (an exact match on one or the other)

Question for Thunderjet

Created by

Status

subtle	true
colour	Blue
title	Open

What data should be supplied - user who runs the import job?

Question for Thunderjet

SN: Yes, correct, active signed user. It is set automatically by RMB when Verticle receives request. So it is populated by server, should not be populated by the client. Example of metadata payload when creating order with populated by RMB data.

Image Added

Created on

Status

subtle	true
colour	Blue
title	Open

What data should be supplied - current date/time? Will it default if not supplied?

Question for Thunderjet

Approved by

Statussubtle

SN: Yes, current date/time. It is set automatically by RMB when Verticle receives request. So it is populated by server, should not be populated by the client.

Approved by

Status

subtle	true
colour	Blue
title	Open

What data should be supplied - user who runs the import job?

Question for Thunderjet

Approval date

Status

subtle	true
colour	Blue
title	Open

What data should be supplied - current date/time? Will it default if not supplied?

Question for Thunderjet

Date ordered

Status

subtle	true
colour	Blue
title	Open

How is this value determined? By when the order is opened? Must it be supplied, or will it default if not supplied?

Question for Thunderjet

SN: Yes, it is set when order is opened, the defaut value will be supplied as current date/time

Link to code

Product ID and Qualifier

Status

subtle	true
colour	Blue
title	Open

What to do if qualifier in same field as number, e.g. 020$a12345678 (paperback)? Does DI need logic to break apart or can Orders app do it?

Question for Thunderjet

Product identifier type

Status

subtle	true
colour	Blue
title	Open

This is a subset of a tenant's https://folio-snapshot.dev.folio.org/settings/inventory/identifierTypes. How do we know which ones to show in the dropdown list?

Question for Thunderjet

Order format

Status

subtle	true
colour	Blue
title	Open

Where does this list of reference values come from?

Question for Thunderjet

POL Created on

SN: It is fetched from acq-models github repository.

Allowed values:

"Electronic Resource",
"P/E Mix",
"Physical Resource",
"Other"

Link to code

POL Created on

Status

subtle	true
colour	Blue
title	Open

What data should be supplied - current date/time? Will it default if not supplied

?Question for Thunderjet

?

Question for Thunderjet

SN: It is set automatically by RMB when Verticle receives request. So it is populated by server, should not be populated by the client. Example of metadata payload when creating order with populated by RMB data.

Image Added

Receipt status

Status

subtle	true
colour	Blue
title	Open

Where does this list of reference values come from?

Question for Thunderjet

Payment status

Status

subtle	true
colour	Blue
title	Open

Where

does this list of reference values come from?Question for Thunderjet

does this list of reference values come from?

Question for Thunderjet

SN: It is fetched from acq-models github repository.

Allowed values:

"Awaiting Payment",
"Cancelled",
"Fully Paid",
"Partially Paid",
"Payment Not Required",
"Pending",
"Ongoing"

Link to code

Receiving workflow

Status

subtle	true
colour	Blue
title	Open

Where does this list of reference values come from?

Question for Thunderjet

Vendor reference number type

Status

subtle	true
colour	Blue
title	Open

Where does this list of reference values come from?

Question for Thunderjet

Account number

Status

subtle	true
colour	Blue
title	Open

How to get the list of account numbers to use for a dropdown list for a particular vendor?
If the library transcribed an account number from an incoming record, as long as it matches an account number associated with the selected vendor, would that be acceptable?
If there are no account numbers associated with a vendor, but an account number is supplied for the POL, will that trigger an error in the POL?

Question for Thunderjet

Currency

Status

subtle	true
colour	Blue
title	Open

Does case matter for the supplied value? (e.g USD vs usd vs Usd)

Question for Thunderjet

Fund/expense class

Status

subtle	true
colour	Blue
title	Open

For fund/expense class data, do we have to support fund:expense class from the beginning? Per the SMEs probably not. What do the developers think? OK to leave for POST-NOLANA? We will need to define field mapping syntax to allow for either format

Thunderjet and Folijet

Material supplier

Status

subtle	true
colour	Blue
title	Open

Is there an endpoint where DI could do a lookup based on the vendor name or code? (an exact match on one or the other)

Question for Thunderjet

Create inventory

Status

subtle	true
colour	Blue
title	Open

Where does this list of reference values come from?
Pay attention to this setting, or use the job profile sequencing instead?

Thunderjet and Folijet

SN: It is fetched from acq-models github repository.

Allowed values:

"Instance, Holding, Item",
"Instance, Holding",
"Instance",
"None"

Link to code

Access provider

Status

subtle	true
colour	Blue
title	Open

Is there an endpoint where DI could do a lookup based on the vendor name or code? (an exact match on one or the other)

Question for Thunderjet

Version	Old Version 11	New Version 12
Changes made by	Ann-Marie Breaux (Deactivated)	Serhii_Nosko
Saved on	Sep 20, 2022	Sep 26, 2022

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