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Build custom purchase order templates

Build custom purchase order templates

Owned by Joseph Reimers
Last updated: Aug 03, 2023

UXPROD-4172 - Getting issue details... STATUS

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

RequirementStatusUse cases

PENDING



PENDING








Questions

QuestionStatusConclusionComments
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.

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