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Dennis Bridges

Dennis Bridges

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Jira Legacy
serverSystem JiraFOLIO Issue Tracker
serverId01505d016ccf3fe4-b8533301-3c2e368a-90f1983e-ee9b165564fc20c466b11a49
keyUXPROD-3257

Problem(s):

  1. There is no logic in place to manage the cancellation of orders and order lines. User currently need to understand and take all individual steps needed to completely cancel an order and release all encumbrances etc. This also makes it difficult/impossible for other applications to trigger the cancelation of an order.

Use Cases & Requirements:

RequirementStatusUse cases
Allow user to cancel a POL with one action

Status
colourGreen
titleValidated

Ongoing orders may include multiple POLs. The library may choose to cancel one or more of those titles but not all. This could be for monetary reasons, lack of use or lack of availability.

Release any remaining encumbrance when order line payment status is set to canceled

Status
colourGreen
titleValidated

When an order line is canceled the library would expect any remaining encumbered values would be release back into the budget so it is less likely that value will remain unused.


Proposed workflow:

Drawio
bordertrue
diagramNameCancel order
simpleViewerfalse
width
linksauto
tbstyletop
lboxtrue
diagramWidth1277
revision1


Status matrix





Resolutions

Order statusPendingAwaitingPartiallyOngoingFullyReceipt Payment not requiredCanceled

PendingPendingNANANANAPendingNA

AwaitingNAOpenOpenOpenOpenOpenOpen
PartiallyNAOpenOpenOpenOpenOpenOpen
OngoingNAOpenOpenClosedOpenOpenOpen
ResolutionsFullyNAOpenOpenOpenClosedClosedClosed
Receipt not requiredPendingOpenOpenOpenClosedClosedClosed
CanceledNAOpenOpenOpenClosedClosedClosed

Questions:

Question

Status

Conclusion

Comments

Are there use cases for "Un-cancelling" orders?

Status
colourBlue
titleopen




Work Breakdown Structure:

Features:

Jira Legacy
serverSystem JiraFOLIO Issue Tracker
serverId01505d016ccf3fe4-b8533301-3c2e368a-90f1983e-ee9b165564fc20c466b11a49
keyUXPROD-3257

UI Stories

Jira Legacy
serverSystem JiraFOLIO Issue Tracker
columnIdsissuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
maximumIssues20
jqlQuery(issuekey in linkedIssues("UXPROD-3257") AND project in (UIOR, UIREC, UIV, UIF, UINV, UIORGS, STFORM, UIAC, UIPFO, UIPFCONT, UIPCITEM, UIPFINT, UIPFPOL))
serverId01505d016ccf3fe4-b8533301-3c2e368a-90f1983e-ee9b165564fc20c466b11a49

MOD Stories

Jira Legacy
serverSystem JiraFOLIO Issue Tracker
columnIdsissuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
maximumIssues20
jqlQuery(issuekey in linkedIssues("UXPROD-3257") AND project in (MODORDERS, MODVEND, EDGOAIPMH, EDGORDERS, MODCRED, MODFISTO, MODFUND, MODGOBI, MODINVOICE, MODINVOSTO, MODOAIPMH, MODORDSTOR, MODREC, MODORGS, MODINV, MODCONF, EDGOAIPMH, mod-organizations-storage, mod-organizations, MODEBSNET))
serverId01505d016ccf3fe4-b8533301-3c2e368a-90f1983e-ee9b165564fc20c466b11a49