Uploaded image for project: 'UX Product'
  1. UX Product
  2. UXPROD-2563

Check subscription overlap when approving invoice

    XMLWordPrintable

    Details

    • Template:
      UXPROD features
    • Front End Estimate:
      Medium < 5 days
    • Development Team:
      Thunderjet
    • Calculated Total Rank:
      15
    • PO Rank:
      45.1
    • Rank: Chicago (MVP Sum 2020):
      R3
    • Rank: Cornell (Full Sum 2021):
      R4
    • Rank: Duke (Full Sum 2021):
      R5
    • Rank: 5Colleges (Full Jul 2021):
      R3
    • Rank: GBV (MVP Sum 2020):
      R3
    • Rank: Leipzig (ERM Aut 2019):
      R3
    • Rank: MO State (MVP June 2020):
      R4
    • Rank: TAMU (MVP Jan 2021):
      R3
    • Rank: U of AL (MVP Oct 2020):
      R4

      Description

      Overview:

      When approving an invoice with subscription information the system will try and validate that a similar resource has not been paid for, for the subscription interval found in the invoice line(s).

      Use cases:

      Librarian is paying an invoice for a subscription that covers dates they have already purchased from another vendor.
      Librarian is paying an invoice for a subscription term that they were already invoiced for and paid.
      Librarian does not want the system to check for overlapping subscriptions because they are aware this is a duplicate purchase

      Requirements:

      • User can indicate for individual invoices whether sub dates should be checked for overlap
      • User is alerted if possible overlap is found on other invoices. AND those invoices are shown to user
      • "Overlap" is determined by matching vendor number, description, and dates within the subscription period?

        TestRail: Results

          Attachments

            Issue Links

              Activity

                People

                Assignee:
                dennisbridges Dennis Bridges
                Reporter:
                dennisbridges Dennis Bridges
                Votes:
                0 Vote for this issue
                Watchers:
                1 Start watching this issue

                  Dates

                  Created:
                  Updated:

                    TestRail: Runs

                      TestRail: Cases