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  1. UX Product
  2. UXPROD-2060

Ability to "process" invoice Part 2

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    Details

    • Template:
    • Front End Estimate:
      Small < 3 days
    • Back End Estimate:
      Small < 3 days
    • Confidence factor:
      Medium
    • Development Team:
      Thunderjet
    • Calculated Total Rank:
      110
    • PO Rank:
      100.7
    • Rank: Chalmers (Impl Aut 2019):
      R5
    • Rank: Chicago (MVP Sum 2020):
      R1
    • Rank: Cornell (Full Sum 2021):
      R1
    • Rank: Duke (Full Sum 2021):
      R1
    • Rank: 5Colleges (Full Jul 2021):
      R1
    • Rank: FLO (MVP Sum 2020):
      R1
    • Rank: GBV (MVP Sum 2020):
      R1
    • Rank: hbz (TBD):
      R1
    • Rank: Lehigh (MVP Summer 2020):
      R1
    • Rank: Leipzig (Full TBD):
      R1
    • Rank: Leipzig (ERM Aut 2019):
      R1
    • Rank: TAMU (MVP Jan 2021):
      R1
    • Rank: U of AL (MVP Oct 2020):
      R1

      Description

      Note this was split off of UXPROD-703 as not all stories could be resolve before the Q3 release

      Purpose: Users need the ability to close an invoice and have the system generate the appropirate payments against the desired Funds.

      Acceptance criteria:

      • Move invoice from open to reviewed (User must click a button)
        • Will need a way for invoices to skip the reviewed step for some institutions or specific workflows involving third party systems
      • Move invoice from reviewed to approved (User must click a button)
        • Generate Voucher based on invoice
        • Once approved the invoice information can not be updated by a user (Outside of marking as paid or canceled)
      • Move invoice from approved to paid (User must click a button, or system updates status)
        • Voucher is marked as paid
        • All associated POLs are marked as "Fully paid" (See next bullet for exception)
        • Subtract amount encumbered by the the Invoice line total however the resulting value can not be negative (will be handled by separate feature)
        • Allow user to select "Do not release encumbrances" for each invoice line (For ongoing orders this will be reversed)
          • If checked POL payment status will not be updated to "Fully Paid"
          • any remaining encumbered value will not be released (will still be unavailable).(will be handled by separate feature)

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                Assignee:
                dennisbridges Dennis Bridges
                Reporter:
                dennisbridges Dennis Bridges
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                  Dates

                  Created:
                  Updated:
                  Resolved:

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