JIRA issue:
| Jira Legacy | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
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Data required to create PO
PO level
- Vendor
- Order type
POL level
- Bibliographic data will follow what connecting instance to POL currently populates in POL
- Acquisition method
- Order format
- Price
- Quantity
- Material type (Depending)
- Location (Depending)
- Location quantity (Depending)
Use Cases & Requirements:
| Requirement | Status | Use cases | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| User will "Check" in inventory to see if there is an instance already. In some cases the instance lookup does not show enough information to allow the user to identify the correct instance. | |||||||||
| For e-journal often there will already be a record because we have access but not necessarily a subscription. | |||||||||
| Workflow begins with loading a record from OCLC. User then has to copy the HRID and move to orders and search again for the same record. | |||||||||
| When adding titles to a package POL we also start in inventory as we have the same problem identifying instances. | |||||||||
| With memberships and other mini bundles it would be ideal to be able to add POLs while the order is in the Open state. | |||||||||
| User is creating multiple orders at a time | ||||||||||
| Broke up a large order deal and needed to create many individual orders to replace it | ||||||||||
| Selector provides multiple titles that they want to acquire. User needs to gather all of those together and make purchasing decisions for each | ||||||||||
| There will be orders for which we want to add specific notes after order creation | ||||||||||
| User creates one order at a time if at all possible. Needing to go back to an order and review it is time consuming (Transition cost) so generally user would create and open order before moving to the next title |
Workflow required to create PO from Instance
Option 1
Click "New Order" action in Instance action menu
User arrives at purchase order create form with the following fields populated
- None
Potentially the Template name says "Create from instance" or the instance name Eg. Global Africa.Do NOT use template in this process as user will need template in combination with instance information.- If template included title info the source instance would override that info. Most important thing is that the POL is ultimately linked to the instance we came from.
User completes required PO fields and saves PO
Order is created as pending
User DOES NOT need to click Add POL. The create POL form is opened automatically after user clicks save and close Purchase order.
- Bibliographic data will follow what connecting instance to POL currently populates in POL.
Save and close to dismiss edit for and the purchase order line is displayed in the third pane view
NOTE IF user decides to add additional POLs to this PO. The title information would be populate according to the Template as usual, if it contains title information.
Option 2
User must have create order permissions to see action
User clicks "New Order" action in Instance action menu
User is shown "Create order" modal and must choose a template
Template must include all required fields or order creation will fail
User can choose to create the order as "Pending" (User taken to order after creating)
OR
User can choose to create the order and "Open" it. (User remains in inventory after clicking create and open)
Locations from template should use existing Holdings records if the locations match that of existing holdings on the Instance
Multi line order
User must have create order permissions to see action
User must select one or more instance records
User clicks "New Order" action in result list action menu
User is shown "Create order" modal and must choose a template
Template must include all required fields or order creation will fail
User can choose to create the order as "Pending" (User taken to order after creating)
OR
User can choose to create the order and "Open" it. (User remains in inventory after clicking create and open)
Locations from template should use existing Holdings records if the locations match that of existing holdings on the Instance
Questions:
Question | Status | Conclusion | Comments | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Does user need to add price and quantity at this time? |
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| Is there a use case for multi-lines orders? | |||||||||||
| How would price and quantity be added for multi-line. Choose template, price and quantity for each line? |