Create PO automatically from Instance

Option 1

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. Do NOT use template in this process as user will need template in combination with instance information.
  • If template included title info the source instance would override that info. Most important thing is that the POL is ultimately linked to the instance we came from.

User completes required PO fields and saves PO

Order is created as pending

User DOES NOT need to click Add POL. The create POL form is opened automatically after user clicks save and close Purchase order.

• 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

NOTE IF user decides to add additional POLs to this PO. The title information would be populate according to the Template as usual, if it contains title information.

Option 2

User must have create order permissions to see action

User clicks "New Order" action in Instance action menu

User is shown "Create order" modal and must choose a template

Template must include all required fields or order creation will fail

User can choose to create the order as "Pending" (User taken to order after creating)

OR

User can choose to create the order and "Open" it. (User remains in inventory after clicking create and open)

Locations from template should use existing Holdings records if the locations match that of existing holdings on the Instance

Does user need to add price and quantity at this time?