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We identified that the reported issues seems seem to be stemming from the introduction of a ‘Check’ & ‘Overlay’ process that was implemented in Poppy to align Holdings & Items details with corresponding Locations & Quantities when processing Orders with Inventory entities via Data Import.

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At a high level, the proposed solution is to completely remove the ‘Overlay’ aspect of the current process, and keep the ‘Check’ piece for comparing Order details against created Inventory entities onlyif the Order mapping has ‘Receiving workflow’ set to “Synchronized”.

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If Receiving workflow' is set to “Independent”, then the expectation is that the user does not need the Order Location & Quantity details to match the created Items or Holdings. Therefore, there will be no check to compare these details.
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Proposed Solution Requirements:

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  • Given a Data Import Job profile is run to create Orders, Instances, and/or Holdings, and/or Items

  • And Order mapping has Receiving workflow set to "Synchronized"

  • Then a check should be run to confirm that Location & Quantity details described in the Order match with the Holdings and/or Items created from the Data Import Job.

  • If Order quantity/location details DO NOT match those of created Holdings & Items, then complete job with an error describing the mismatch.

Diagrams:

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