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Track the value of unapproved orders on budgets

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UXPROD-4104 - Getting issue details... STATUS

Problem(s):

Some libraries create and hold orders in a "pending" status in order to make a purchasing decision based on funds available at the end of a fiscal year. Libraries want to be able to track the value of those pending orders in order to accurately determine what the budget will allow.

Requirements and Use Cases:

RequirementStatusUse Cases
(SAMPLE) Library must be able to generate a report indicating the total value of all pending orders without impacting actual orders or encumbrances

PENDING

Acquisitions librarian wants to know "at a glance" the value of orders in "pending" status in the broader context of funds available, encumbered and spent.






Questions:

QuestionStatusConclusionComments
Are there any use cases where an order in "pending" status should NOT be included?

OPEN



Does this information need to be real-time or report-driven?

OPEN



Are there associations with specific fiscal years? Do we need to account for that?

OPEN



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