Bulk edit orders and order lines
Problem to be solved
Libraries require the ability to make changes to orders and order lines in bulk in order to manage orders efficiently.
Approach
This is potentially functionality that can be addressed in phases over multiple releases.
Phase 1 - foundations
Vendor
Funds/expense classes
Notes
Open/un-open/re-open/close/cancel
Relate to package POL?
Requirements and use cases
Requirement | Status | Use case(s) |
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Ability to update vendor, note, fund and expense class on open orders | confirmed | A vendor has changed for a given subscription, and the library needs to update the existing order to reflect the new vendor (and possibly any associated fund and expense class changes) |
Do not break links to Inventory | confirmed |
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Existing notes should be retained | confirmed | Library keeps full note history pertaining to orders. When things change, library appends the notes field (in many cases adding the newest notes to the top.) |
At the POL level, adding or updating Notes should include: Receiving Note, Internal Note, Cancellation description, Line description, Renewal Note (for Ongoing orders) |
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At the PO level, adding or updating Notes should include: Note--which is a repeatable filed--& for Ongoing order information: Notes (just a box). |
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Ability to add & remove Tags at the PO and POL levels |
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At the POL level, the Vendor reference number/Vendor reference type fields should be able to be created, updated, or removed |
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Questions
Question | Status | Outcome |
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|---|---|---|---|
Should we allow bulk editing of fields not editable once the order is opened? | pending |
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| pending |
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Editable fields
Orders
Field | Edit type | Status |
|---|---|---|
Vendor | Select field |
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Order status (open, close…) | Select field |
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Acq unit | Select field |
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Bill to | Select field |
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Ship to | Select field |
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Tags |
| Depends on global tags implementation in Bulk Edit |
Custom fields | Depends on field type |
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Order lines
Field | Edit type | Status | Limits |
|---|---|---|---|
Change instance connection | Lookup |
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Package | True/False |
| Pending only |
Receiving note | Free text |
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Subscription From/To | Date picker |
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Subscription interval | Numeric entry |
| Pending only |
Pub date | Free text |
| Pending only |
Publisher | Free text |
| Pending only |
Edition | Free text |
| Pending only |
Linked package | Lookup |
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Contributors |
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Product identifiers |
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Internal note | Free text |
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Acquisition method | Select field |
| Pending only |
Automatic export | True/False |
| Pending only |
Order format | Select field |
| Pending only |
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