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Create POL automatically from Instance

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JIRA issue:  UXPROD-961 - Getting issue details... STATUS

Data required to create PO

PO level

  • Vendor
  • Order type

POL level

  • Bibliographic data will follow what connecting instance to POL currently populates in POL
  • Acquisition method
  • Order format
  • Price
  • Quantity
  • Material type (Depending)
  • Location (Depending)
  • Location quantity (Depending)

Workflow required to create PO from Instance

Click "New Order" action in Instance action menu

User arrives at purchase order create form with the following fields populated

  • None
  • Potentially the Template name says "Create from instance" or the instance name Eg. Global Africa

 

User completes required PO fields and saves PO

User click Add POL

  • Bibliographic data will follow what connecting instance to POL currently populates in POL

Save and close to dismiss edit for and the purchase order line is displayed in the third pane view





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