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Additional configuration

For purposes of this UAT, additional locations have been added:

• State University
  • Central campus
    • Architecture
    • Law
    • Main
    • Medical
  • North campus
    • Memorial
  • South campus
    • South

Most libraries will have a combination of Reading room and Stacks locations. There are also Reference and rare locations at certain libraries. This is to allow for testing of various facets and filters.

Related videos

UAT Overview

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1. Log into the test environment (linked above) using the credentials provided
2. Navigate to the Finance app
3. Create a fund associated with any desired ledger.
4. Fill out required fund details as desired. Be sure to click the "restrict fund use by location" box.
5. When the "Locations" accordion appears, click "add location"
6. Assign one or more locations to the fund.
   1. It is recommended that you experiment with some of the filters and facets, e.g., by adding all locations associated with a given campus or librarylibrary or choosing all reference locations
7. Save your fund.
8. On the fund view pane, add money to the current budget by clicking "New"
9. Assign any desired initial allocation. For purposes of this test, encumbrance and expenditure percentages are unimportant.
10. You should see a green toast message showing a successful allocation, and FOLIO should open a new screen showing the budget summary. Close out of this screen by clicking the "X" in the upper left corner.
11. Switch to the Orders app and select the "Orders" tab.
12. Create a new purchase order (Actions → New)
13. Fill out all required fields as desired, then click Save & close.
14. Add a new PO line by going to the PO Lines accordion, then click on Actions → Add PO line
15. Fill out all required fields (those with a red asterisk), paying attention to the following:
    1. Make sure "Create inventory" fields are set to "Instance, holding" or "Instance, holding, item".
    2. Do NOT assign any locations or funds yet, even though you are being alerted that a location is a requirement.
    3. Make sure that the cost of this order does not exceed the budget defined in step 9.
16. Once you have filled out all the required fields other than location, you can begin testing different fund and location combinations:
    1. Select the fund created in Step 9.
    2. Assign one of the locations associated with that fund, and add the quantity at that location.
    3. Click Save & close.
    4. Click Actions - Open order. The order should open correctly.
    5. Unopen the order by clicking Actions - Unopen order.
    6. Edit the PO Line (Actions → Edit)
    7. Change the location to one NOT allowed by the fund.
    8. Click Save & close
    9. Click Actions - Open order. You should get an error message.
    10. Repeat the above with various combinations of funds and locations, including multiple funds and multiple locations
17. The expected outcome is that as long as at least one restricted fund matches at least one restricted location, the PO should open.