UXPROD-4104 - Getting issue details... STATUS
Problem(s):
Some libraries create and hold orders in a "pending" status in order to make a purchasing decision based on funds available at the end of a fiscal year. Libraries want to be able to track the value of those pending orders in order to accurately determine what the budget will allow.
Requirements and Use Cases:
| Requirement | Status | Use Cases |
|---|---|---|
| (SAMPLE) Library must be able to generate a report indicating the total value of all pending orders without impacting actual orders or encumbrances | PENDING | Acquisitions librarian wants to know "at a glance" the value of orders in "pending" status in the broader context of funds available, encumbered and spent. |
| Report must be accessible on demand, with minimal delay. | PENDING | Nearing the end of the fiscal year, a librarian needs to know how much money remains unspent as well as how much money would become encumbered if pending orders were to be opened/approved in order to manage annual budgets appropriately |
| Librarians create orders in pending status with purchase decisions to be made based on available funds at the end of (final days of) the fiscal year. Librarians need near real-time information concerning funds available and potential funds expenditures in order to meet hard FY deadlines. |
Questions:
| Question | Status | Conclusion | Comments |
|---|---|---|---|
| Are there any use cases where an order in "pending" status should NOT be included? | OPEN | ||
| Does this information need to be real-time or report-driven? | OPEN | ||
| Are there associations with specific fiscal years? Do we need to account for that? | OPEN |