Build custom purchase order templates

Build custom purchase order templates

UXPROD-4172: Build custom purchase order templatesClosed

Problem(s) to be solved

Libraries that submit purchase orders need the ability to create and maintain custom templates for the generation of purchase orders.

Currently can set up default preferences (e.g. specific vendor, specific PO type)

Requirements & Use cases

Requirement

Status

Use cases

Requirement

Status

Use cases

 

pending

 

 

pending

 

 

 

 

 

 

 

Questions

Question

Status

Conclusion

Comments

Question

Status

Conclusion

Comments

Can "approved" box be removed from template?

Open

 

 

Can we handle MARS request numbers and/or RO initials?

Open

 

 

Is there a possibility for creating lookup tables for requestor/selector fields (or other fields?)

Open

 

 

More experimentation needed within FOLIO environment to determine whether existing functionality meets needs and what additional work needs to be done.