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Ruhama Amouyal-Lebovich

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  1. 77 votes
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    Ruhama Amouyal-Lebovich supported this idea  · 
  2. 59 votes
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    Ruhama Amouyal-Lebovich supported this idea  · 
  3. 2 votes
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    Ruhama Amouyal-Lebovich supported this idea  · 
  4. 91 votes
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    Ruhama Amouyal-Lebovich supported this idea  · 
  5. 167 votes
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    6 comments  ·  Primo » Other  ·  Admin →
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    Ruhama Amouyal-Lebovich supported this idea  · 
  6. 77 votes
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    Ruhama Amouyal-Lebovich supported this idea  · 
  7. 86 votes
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    Ruhama Amouyal-Lebovich supported this idea  · 
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    Ruhama Amouyal-Lebovich commented  · 

    Hi Noam,
    It's a great idea and I support it, but I think once the user clicks on "Approve and Order" he should be directed to the 'PO Line Owner and Type' screen, so he can first choose the PO Line type and then choose a template from 'Load from template' dropdown list. Basically, the order structure consists on the POL type chosen from the 'PO Line Owner and Type' screen (whether it's electronic/physical book or other material type), therefore he should have the ability to choose the POL type before choosing a template.

    In addition, it's important to note that the current workflow is problematic and extremely long. Once you click on "Approve and Order" action, you have to go through the following flow:
    1. Get a push notification that a PO Line was created (see attached 'POL push notification')
    2. When you click on the linkable PO Line, the order is in view only and you don't have the "Edit" button to edit it (see attached 'POL in view')
    3. Then you have to search the PO Line
    4. Click on "Go to Task List" action, as the order is in 'in review' status
    5. Click on "Edit"

    Eventually as you indicated this flow doesn't load a specific template, so the fields are not populated with data and it definitely adds more work to be handled with the order till it finally sent to the vendor.

  8. 93 votes
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    Ruhama Amouyal-Lebovich supported this idea  · 

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