| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
Problem(s):
- When creating purchase orders lines the details of materials being ordered can only easily be retrieved from inventory.
- ERM modules have limited interaction with the inventory app.
- Receiving or checking materials currently requires some representation in the inventory app.
Use Cases & Requirements:
Requirement | Status | Use cases | ||||||
|---|---|---|---|---|---|---|---|---|
| Allow users to populate order bib data from material found in the KB |
| |||||||
| Link POLs to Agreements/agreement lines |
| |||||||
| When POL is linked to agreement/agreement lines allow users to leverage inventory interaction if desired. Creating instance, holdings, items if desired |
|
Proposed workflow:
Adding details to the POL
Two possible ways to look up title information could be handled at least two different ways in the UI
1) Allow the user to click the lookup link as they currently do and ask them to specify which they would like to use.
2) Add a switcher of some kind to the plugin and default to one or the other when the lookup is opened.
Impact of connecting Title from KB
1) Order data populated:
- Title
- Publisher
- Other?
2) POL receiving title created for for receiving UI
- Receiving title is linked to Title record in e-holdings
- If "Create inventory" set to Instance... then Receiving title also contains link to Instance
- Are any special receiving workflows needed specific to "eholdings" title would piece be linked to these?
Impact of connecting Package from KB
1) Order data populated:
- Title
- Other?
2) POL receiving titles created for all Titles in Package?
- Receiving title is linked to Title record in e-holdings
- If "Create inventory" set to Instance... then Receiving title also contains link to Instance if one could be found, if not then system creates one
- Are any special receiving workflows needed specific to "eholdings" title would piece be linked to these or to items?
Impact on "Receiving titles" for either Package or Title POL connected toe holding record
1) Titles may contain a link to the eholdings record AND the instance
