Uploaded image for project: 'mod-orders'
  1. mod-orders
  2. MODORDERS-664

Release encumbrances when POL payment status is set to canceled and update POL statuses

    XMLWordPrintable

Details

    • ACQ Sprint 139, ACQ Sprint 140, ACQ Sprint 141
    • 3
    • Thunderjet
    • Morning Glory R2 2022
    • MI State University/Library of Michigan

    Description

      Purpose: When reviewing orders it is very difficult to see which are canceled and which are not. The ui should include some indicator in the POL view that clearly identifies each POL as canceled. 

      User story statement(s):

      As an ordering librarian
      I want to have the ability to easily mark a POL as canceled and know that any encumbrance will be released
      so that my budget will no longer be impacted by POLs that I do not intend to pay

      Acceptance criteria:
      Case 1 :

      • Given POL has fund distribution
      • When POL payment status is changed to canceled
      • Then all related POL encumbrances for the current FY are given status of released.
      • AND budgets are updated accordingly

      Case 2: order from Closed to Open (ReOpen) This case will be covered by a separate story

      • Given POL has fund distribution
      • When POL payment status is changed From canceled to Awaiting payment, partially paid or Ongoing.
      • Then all related POL encumbrances for the current FY are given status of Unreleased.
      • AND budgets are updated accordingly
      • AND POL statuses updated accordingly
        If Order type is One-time and POL has no related pieces with status "Received" then
        "Receipt status"= Awaiting Receipt
        If Order type is Ongoing and POL has no related pieces with status "Received" then
        "Receipt status"= Ongoing
        If Order type is One-time and POL has no related invoices that are approved or paid then
        "Payment status"= Awaiting Payment
        If Order type is Ongoing and POL has no related invoices that are approved or paid then
        "Payment status"= Ongoing
        If Order type is One-time and POL HAS related piece(s) with status "Received" then
        "Receipt status"= Partially received
        If Order type is Ongoing and POL HAS related pieces with status "Received" then
        "Receipt status"= Ongoing
        If Order type is One-time and POL HAS related invoices that are approved or paid then
        "Payment status"= Partially paid
        If Order type is Ongoing and POL HAS related invoices that are approved or paid then
        "Payment status"= Ongoing

      see wiki for more detail https://wiki.folio.org/x/WIq8B

      TestRail: Results

        Attachments

          Issue Links

            Activity

              People

                dennisbridges Dennis Bridges
                dennisbridges Dennis Bridges
                Dennis Bridges Dennis Bridges
                Votes:
                0 Vote for this issue
                Watchers:
                4 Start watching this issue

                Dates

                  Created:
                  Updated:
                  Resolved:

                  TestRail: Runs

                    TestRail: Cases