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:
| Requirement | Status | Use Cases |
|---|---|---|
| (SAMPLE) Library must be able to generate a report indicating the total value of all pending orders without impacting actual orders or encumbrances | VERIFIED | 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. Currently does not show in the voyager fund record. This is delivered by reports. |
| Report must be accessible on demand, with minimal delay. | VERIFIED | Nearing the end of the fiscal year, a librarian needs to know how much money remains unspent as well as how much money would become encumbered if pending orders were to be opened/approved in order to manage annual budgets appropriately, and sweep funds. |
VERIFIED | Librarians create orders in pending status with purchase decisions to be made based on available funds at the end of (final days of) the fiscal year. Librarians need near real-time information concerning funds available and potential funds expenditures in order to meet hard FY deadlines. | |
VERIFIED | The approval of orders is ongoing as we could not deal with the volume at the end of the year. This report is referred to throughout the year. Currently is generated on a weekly basis. It is run by a cron job at the end of the week. |
Questions:
| Question | Status | Conclusion | Comments |
|---|---|---|---|
| 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 |