Create orders and link order lines to materials in the Knowledge Base

UXPROD-184 - Getting issue details... STATUS

Problem(s):

When creating purchase orders lines the details of materials being ordered can only easily be retrieved from inventory.
ERM modules have limited interaction with the inventory app.
Receiving or checking materials currently requires some representation in the inventory app.
Making it explicitly clear what the order was for. In the case that no inventory interaction is desired or required.

Use Cases & Requirements:

Requirement	Status	Use cases
Allow users to populate order bib data from material found in the KB	PENDING
Link POLs to Agreements/agreement lines AND instance records at the same time	VERIFIED	Particularly with P/E mix material it would be helpful to be able to connect both areas of management from one place. So you are certain that people managing both workflows have the information they need to take over from acquisitions.
When POL is linked to agreement/agreement lines allow users to leverage inventory interaction if desired. Creating instance, holdings, items if desired	PENDING	Creating an agreement line for a package of electronic content that includes print. Currently the only way to identify that there is print material involved would be to link a POL that is PE mix. This POL would then point to somewhere that describes and manages the print component. This also users to track that both electronic and print material has been paid for. Also whether the print material has been received. User gets all titles electronically and there is a print copy included. Link to order to track that electronic has been paid for and that print material has been received.
		Creating an agreement line for a package of electronic content references an order to facilitate the payment needed to acquire this resource. This allows the user to track whether the electronic material has been paid for. Acquisitions folks are generally responsible for where to acquire the material. The next step is to manage access to that material would be done by resource access people for print and electronic often stays with electronic resource management.
Linking Agreement line to POL is NOT required	PENDING	Material is provided by the consortia so library has agreements that aren't necessarily represented by orders in their system because they were acquired else where. Open access material is something that may be managed in ERM through an agreement but not necessarily have an order. Agreement would help manage access when nothing is acquired
		Some of the decision making information about purchasing is done in the agreements order agreement lines. This information supports the purchasing decision.
Agreement lines can relate to multiple POLs.	PENDING	In the case of a mini bundle users may have multiple agreement lines that they want represented by one POL because they are acquired as one
Package POLs can relate to multiple Agreement lines?	PENDING
	PENDING	They have created an agreement for each of their eBook packages (e.g. EBSCO purchased eBooks, ProQuest purchased eBooks, etc.). Each agreement has a single agreement line, representing the package. However, they are linking multiple POL to the single agreement line to represent the orders for each of the titles. The 'Add PO line' button appears at the bottom of the attached POLs, so, each time they go to add a new POL, they need to scroll all the way to the bottom to click the button. This becomes quite arduous in instances where they have dozens (or more) POL attached to the agreement line.

Proposed workflow:

Adding details to the POL

Two possible ways to look up title information could be handled at least two different ways in the UI

1) Allow the user to click the lookup link as they currently do and ask them to specify which they would like to use.

2) Add a switcher of some kind to the plugin and default to one or the other when the lookup is opened.

Impact of connecting Title from KB

1) Order data populated:

Title
Publisher
Other?

2) POL receiving title created for for receiving UI

Receiving title is linked to Title record in e-holdings
If "Create inventory" set to Instance... then Receiving title also contains link to Instance
Are any special receiving workflows needed specific to "eholdings" title would piece be linked to these?

Impact of connecting Package from KB

1) Order data populated:

Title
Other?

2) POL receiving titles created for all Titles in Package?

Receiving title is linked to Title record in e-holdings
If "Create inventory" set to Instance... then Receiving title also contains link to Instance if one could be found, if not then system creates one
Are any special receiving workflows needed specific to "eholdings" title would piece be linked to these or to items?

Impact on "Receiving titles" for either Package or Title POL connected to eholding record

1) Titles may contain a link to the eholdings record AND the instance

Questions:

Question	Status	Conclusion	Comments
Where do we need to store references? Do we need them in both records?	OPENOPEN
Should we actually be building a mechanism that other applications can use to create orders	OPENOPEN
	OPEN