Display related POLs on a Package POL view

Owned by Dennis Bridges
Last updated: Sep 14, 2022

UXPROD-3802 - Getting issue details... STATUS

Problem(s):

  • In the case that orders do not have related instances there is no way to see a list of titles that relate to a Package POL.

Use Cases & Requirements:

Legend
Scope may require separate feature

Requirement

Status

Use cases

User needs to identify what “Titles” are included in the package when viewing the package POL.

VERIFIED

When package reconciliation is being worked on, having a list of package titles in FOLIO to compare against the vendor’s spreadsheet and/or invoice is helpful.

    • We may want to bulk edit one day, and having the records gathered would be a starting point!

VERIFIED

As package titles transfer from one publisher to another, having the list of package titles is helpful.

    • We frequently move titles from one package to another.
User needs ability to search for the package POL using the titles of a related title POL. 

VERIFIED

As staff search serial titles, having a list of what titles are paid for in a package is helpful.

    • We may not want to purchase a print item that we already purchased in e-format.

VERIFIED

As selectors search serial titles, maybe thinking of cancelling or making other changes, having a list of what titles are paid for in a package is useful.


Proposed workflow:

Display an accordion on Package POLs for Linked POLs

Questions:

Question

Status

Conclusion

Comments


OPEN



Functionality Potentially Impacted by Changes:

Functional area

Records

Potential impact

Suggested Regression Testing