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UXPROD-185 - Getting issue details... STATUS

UNDER CONSTRUCTION

Problem(s):

Use Cases & Requirements:

Requirement

Status

Use cases

Allow users create orders and order lines based on order data supplied in MARC bibliographic records 

PENDING


Allow users to create field mapping profiles, action profiles, and job profiles to support MARC-based order data

PENDING


Have option to create orders as Pending or Open, or only Open?

PENDING


OK to follow the regular POL limit setting?

PENDING


Mockup for FOLIO PO/POL Field Mapping Screen

Sample MARC file with Order data

What Backend stories are needed?

What UI stories are needed?

SME Questions:

Question

Status

Conclusion

Comments

Is Create the only action needed? (not update)?

OPEN



Have option to create orders as Pending or Open, or only Open?

OPEN



OK to follow the regular POL limit setting?

OPEN



Talk through the flow - when do Inventory records get created? Use the order line setting for Inventory or override with import field mapping profiles?

OPEN


If override, walk through the flow for matching to existing Instances/Holdings vs, Creating new ones

Developer Questions:

Question

Status

Conclusion

Comments

If vendor supplies order date in YYYYMMDD format, can we convert it to FOLIO YYYY-MM-DD default format? 

OPEN



Would we be able to support other order date formats?

OPEN



Any existing MARC field mapping logic that we need to review?

OPEN



For prices, FOLIO always wants an explicit decimal (e.g. 25.15, not 2516, correct?)

OPEN



Any changes needed to Action or Job profiles to support MARC invoice data? 

OPEN



For fund/expense class data, which is preferred?

OPEN


Question for Dennis/Thunderjet

Each value in separate MARC field
e.g. $a USHIST $b Electronic

Both values in same MARC field, separated by colon
e.g. $a USHIST:Electronic


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