Issue description

Many libraries use external sources to populate Inventory, e.g. via Union catalogues. In those cases, new instances, holdings and items will be generated in FOLIO Inventory as soon as a library adds an ietm to an instance in Union catalogue. For those resources, the ususla PO and POL is created in FOLIO Orders, "Create Inventory" field is populated (via the drop-down) with "None", "Instance" or "Instance, Holdings". When the resource then is in receiving process, there is no way to add an accession number or barcode in FOLIO Receiving - neither via Number generator nor via manual input, as the relevant fields are deactivated when no item is created in Inventory.

Requirements analysis

Use cases

Use case 1: None

• Given a system where FOLIO Inventory is loaded and updated via an external source such as a Union catalogue
• A user adds holdings and item to an instance in Union Catalogue
• The record is imported via online update to FOLIO Inventory
• The user creates a PO and POL
  • the user links the title via tile look-up
  • "Create Inventory" is set to "Instance"
  • the PO and POL are saved and opened
• The user clicks on Actions > Receive on the order
• The Receiving app opens and displays the title with expected pieces
• The user clicks on Actions > Receive 
• In Receiving modal the user can add a barcode, accession number and/or call number - either via using the number generator or via manual input

Use case 2: Instance

• Given a system where FOLIO Inventory is loaded and updated via an external source such as a Union catalogue
• A user adds holdings and item to an instance in Union Catalogue
• The record is imported via online update to FOLIO Inventory
• The user creates a PO and POL
  • the user links the title via tile look-up
  • "Create Inventory" is set to "Instance"
  • the PO and POL are saved and opened
• The user clicks on Actions > Receive on the order
• The Receiving app opens and displays the title with expected pieces
• The user clicks on Actions > Receive 
• In Receiving modal the user can add a barcode, accession number and/or call number - either via using the number generator or via manual input

Use case 3: Instance an holding

• Given a system where FOLIO Inventory is loaded and updated via an external source such as a Union catalogue
• A user adds holdings and item to an instance in Union Catalogue
• The record is imported via online update to FOLIO Inventory
• The user creates a PO and POL
  • the user links the title via tile look-up
  • "Create Inventory" is set to "Instance, holding"
  • the PO and POL are saved and opened
• The user clicks on Actions > Receive on the order
• The Receiving app opens and displays the title with expected pieces
• The user clicks on Actions > Receive 
• In Receiving modal the user can add a barcode, accession number and/or call number - either via using the number generator or via manual input

Option 1

Receiving app:

• Make the fields "Accession number" and "Barcode" and "Call number" active, no matter which "Create Inventory" setting is used on the POL.
• There should be a "save to clipboard" option next to each "number" field to save the added or generated numbers and use them elsewhere 

Option 2 ???

• Receiving app: Add additional fields for "Accession number" and "Barcode" and "Call number" that are independant from the "Create Inventory" setting.
• The generation of numbers via the Number generator needs to work for these fields.
• There should be a "save to clipboard" option next to each "number" field to save the added or generated numbers and use them elsewhere 
• Add the option in Settings to choose which number fields should be displayed
  • "Item" fields (only actife if an item is created in Inventory)
  • "Flexible" fields (active even if no item is created in Inventory)

Created Jira tickets

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Additional information

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