UXPROD-185 - Getting issue details... STATUS
UNDER CONSTRUCTION
Problem(s):
Use Cases & Requirements:
Requirement | Status | Use cases |
|---|---|---|
| Allow users create orders and order lines based on order data supplied in MARC bibliographic records | PENDING | |
| Allow users to create field mapping profiles, action profiles, and job profiles to support MARC-based order data | PENDING | |
| Have option to create orders as Pending or Open, or only Open? | PENDING | |
| OK to follow the regular POL limit setting? | PENDING |
Mockup for FOLIO PO/POL Field Mapping Screen
Sample MARC file with Order data
What Backend stories are needed?
What UI stories are needed?
SME Questions:
Question | Status | Conclusion | Comments |
|---|---|---|---|
| Is Create the only action needed? (not update)? | OPEN | ||
| Have option to create orders as Pending or Open, or only Open? | OPEN | ||
| OK to follow the regular POL limit setting? | OPEN | ||
Talk through the flow - when do Inventory records get created? Use the order line setting for Inventory or override with import field mapping profiles? | OPEN | If override, walk through the flow for matching to existing Instances/Holdings vs, Creating new ones |
Developer Questions:
Question | Status | Conclusion | Comments |
|---|---|---|---|
| If vendor supplies order date in YYYYMMDD format, can we convert it to FOLIO YYYY-MM-DD default format? | OPENOPEN | ||
| Would we be able to support other order date formats? | OPENOPEN | ||
| Any existing MARC field mapping logic that we need to review? | OPEN | ||
| For prices, FOLIO always wants an explicit decimal (e.g. 25.15, not 2516, correct?) | OPEN | ||
| Any changes needed to Action or Job profiles to support MARC invoice data? | OPEN | ||
| For fund/expense class data, which is preferred? | OPEN | Question for Dennis/Thunderjet Each value in separate MARC field Both values in same MARC field, separated by colon |