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Refining available columns in order search result list

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Instructions:

Please take a minute to vote for the data points that you would like to have the ability to see in search results when viewing orders or order lines. See screenshot for an example of the area we are talking about.

Consider whether the data point would be helpful in discerning which purchase order you need to select. Base your decision on relevant use cases you have for searching for order records.

Check the box associated with each data point that would be important to you. If you cannot think of a use case where a particular data point would help you determine which order to select please do not check the box.

Finally, do not worry about the number of columns that would appear in the results list if all fields were present. Here we are only trying to determine which fields could be valuable. Allowing users to leverage only the fields they need to leverage for a given use case will be addressed after.

Exercise 2

Please indicate the order in which you would like to see data displayed from left to right in both the Purchaser Order result list and the Purchase Order Line result list. PO 1 equals the first data point you would like to see when identifying which order to choose from the list. PO 11 would be the last, or the farthest to the right or the table.

NOTE: If you do not want to see all data you do not need to choose a data point for each position.

Please cast no more than 1 vote per numbered selection below.


POL 1 equals the first data point you would like to see when identifying which order line to choose from the list. POL 14 would be the last, or the farthest to the right or the table. 

Please cast no more than 1 vote per numbered selection below.



Exercise 1

Current results list columns:
PO
  • PO number
  • Vendor Code
  • Status
  • Order Type
  • Last Updated
  • Acquisitions unit
  • Assigned to
  • Created date
  • Approved
  • Date Ordered
  • Subscription

POL

  • POL number
  • Updated date
  • Title or package name
  • Product ID
  • Vendor reference number
  • Fund code
  • Order status
  • Location
  • Material Type P
  • Material type E
  • Receipt status
  • Payment status
  • Order format
  • Created date

Columns available from PO

Exercise 1

Summary of Results

Field Name

Vote

assignedTo

No

createdDate

Yes

createdBy

No

notes

No

poNumber

Yes

prefix

Yes

suffix

Yes

workflowStatus

Yes

reasonForClosure

No

manualPO

No

acquisitionsUnit

No

approved

Yes

approvedBy

No

dateOrdered

Yes

orderType

Yes

reEncumber

No

billTo

No

shipTo

No

manualRenewal

No

renewalDate

No

renewalInterval

No

reviewDate

No

subscription

Yes

vendor

Yes

totalItems

No

totalEstimatedPrice

No

currency

No

listPrice

No

listpPriceElectronic

No

costQuantityPhysical

No

costQuantityElectronic

No

additionalCost

No

discount

No

poLineEstimatedPrice

No

accessProvider

No

activationDue

No

activated

No

createInventoryP

No

expectedActivation

No

trial

No

license

No

materialTypeE

No

userLimit

No

fundCode

Yes

productId

No

receivingNote

No

subscriptionFromDate (Start)

No

subscriptionInterval (Term)

No

subscriptionToDate (End)

No

edition

No

location

Yes

receiptDue

No

expectedReceiptDate

No

volumes

No

materialTypeP

Yes

createInventoryE

No

acquisitionMethod

No

isPackage

No

title

Yes

contributor

No

publicationDate

No

publisher

No

cancellationRestriction

No

cancellationRestrictionNote

No

manuallyAddPicesforReceiving

No

collection

No

poLineDescription

No

poLineNumber

Yes

receiptStatus

Yes

paymentStatus

Yes

orderFormat

Yes

receiptDate

No

CreatedDate

Yes

rush

No

source

No

donor

No

requester

No

selector

No

tags

No

noteFromVendor

No

instructionToVendor

No

vendorReferenceNumber

No

vendorAccount

No

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