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Test credentials: Username: ordering | Pass: test - Username: unireceiving divreceiving | Pass: test

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Feedback form: https://forms.office.com/r/MQWtNG769G

Dates: Configuration testing August 26, 2024 | Workflow testing August 27 2024, to August 30, 2024

Slack channel for UAT questions and discussion: #acquisitions-uat

Summary presentation: Central ordering UAT Summary.pdf

Related videos

Central Ordering Configuration Overview

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Central Ordering Workflow Overview

Known Issues

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1. Log into the test environment (linked above) using the credentials provided
2. Set active affiliation to desired member tenant (Eg CollegeOnsite General Collections)
3. Navigate to the Settings app
4. Select Orders - Network ordering - Central ordering
5. Choose and option from the dropdown "Set default for receiving search" to "Central only"
6. Click save

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1. Create a purchase order of any type for any desired "Active" Vendor
2. Add a purchase order line to your Purchase order with a quantity >1
3. Assign 2 different locations for the College affiliationthe Onsite General Collections affiliation (the ordering user is only affiliated with the central and Onsite General Collections tenants so you should not have the option for a different affiliation)
4. Open Order

Repeat as many times as desired, noting each order number.

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1. Create a purchase order of any type for any desired "Active" Vendor
2. Add a purchase order line to your Purchase order
3. Add at least one more purchase order line but feel free to add as many as desired.
4. Assign at least 1 location for the College affiliation to each POLthe Onsite General Collections affiliation to each POL (the ordering user is only affiliated with the central and Onsite General Collections tenants so you should not have the option for a different affiliation)
5. Open Order

Repeat as many times as desired, note each order number.

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1. Log into the test environment (linked above) using the ordering user credentials provided.
2. Ensure that your current affiliation is set to "Central" (Central tenant)
3. Navigate to the Receiving app
4. Search for the order ID of one of your previous orders
5. If receiving workflow of order = Synchronized order and receipt quantity you should see a number of pieces equal to the number the quantity of the related POL
   1. Verify your orders of this type contain expected pieces
   2. AND item records where appropriate
6. If receiving workflow of order = Independent order and receipt quantity you should see no pieces
   1. Create one or more pieces
   2. Assign locations to pieces from the college the Onsite General Collections affiliation
   3. Check "Create item"
   4. Save and close

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1. Log into the test environment (linked above) using the ordering user credentials provided.
2. Ensure that your current affiliation is set to "CollegeOnsite General Collections" (College tenant)
3. Navigate to the Receiving app
4. Search for the orders you created in the previous section (Receiving area must be configured for "Central only" see configuration video for more info)
5. Select the receiving title for the order
6. Receive desired pieces
7. Add details to related item as needed for your chosen use case

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1. Log into the test environment (linked above) using the unireceiving user the divreceiving user credentials provided.
2. Ensure that your current affiliation is set to "UniversityOnsite Division Collections" (University tenant)
3. Navigate to the Receiving app
4. Search for the orders you created in the previous section (Receiving area must be configured for "Central only" see configuration video for more info)
5. Select the receiving title for the order (You will not see pieces listed for the title IF 

   Jira Legacy
   server System Jira serverId 01505d01-b853-3c2e-90f1-ee9b165564fc key UIREC-390

    has been completed. When writing this documentation the story is not complete and user will see all pieces for all affiliations.)

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1. Log into the test environment (linked above) using the ordering user credentials provided.
2. Ensure that your current affiliation is set to "Central" (Central tenant)
3. Navigate to the Order app
4. Select Order lines tab
5. Search and filter for orders you created using "Location filter" (User should be able to filter for any affiliations order even though you only have college have Onsite General Collections and central)
6. Using "Actions" menu in second pane - Export results to csv
7. Review csv export location data

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1. Log into the test environment (linked above) using the ordering user credentials provided.
2. Ensure that your current affiliation is set to "Central" (Central tenant)
3. Navigate to the Receiving app
4. Search and filter for orders/pieces you created using "Location filter" (User should be able to filter for any affiliations titles even though you only have college have Onsite General Collections and central affiliation)
5. Using "Actions" menu in second pane - Export results to csv
6. Review csv export location data

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