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  1. UX Product
  2. UXPROD-2838

Create invoice automatically from purchase order

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    Details

    • Type: New Feature
    • Status: Blocked (View Workflow)
    • Priority: P4
    • Resolution: Unresolved
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: None
    • Template:
      UXPROD features
    • Potential Workaround:
      Create invoices manually
    • Development Team:
      Thunderjet
    • Calculated Total Rank:
      33
    • Kiwi Planning Points (DO NOT CHANGE):
      5
    • PO Rank:
      0
    • PO Ranking Note:
      Waiting for institution rankings
    • Rank: Chicago (MVP Sum 2020):
      R2
    • Rank: Cornell (Full Sum 2021):
      R2
    • Rank: 5Colleges (Full Jul 2021):
      R3
    • Rank: GBV (MVP Sum 2020):
      R2
    • Rank: MI State-Lib of MI (Sum 2021):
      R2
    • Rank: TAMU (MVP Jan 2021):
      R2
    • Rank: U of AL (MVP Oct 2020):
      R2

      Description

      Current situation or problem:
      Creating invoices is time consuming. Given the majority of invoices relate to 1 purchase order record and a library will have though sands of orders per year, there is a potential for significant time saving.

      In scope
      Ability to create an invoice with invoice lines from a Purchase order with at least 1 purchase order line.
      If PO information is complete the system should populate enough information into the invoice that it can immediately be approved
      Upon creation the order should show the related invoice information

      Out of scope
      Approve invoice from PO or take other action on invoice from PO
      Create multiple invoices from multiple orders at one time

      Use case(s)
      The ability to be within the Orders app, looking at a PO, and select a “Create Invoice” button from within that PO. This would pre-populate a new Invoice record with the associated vendor, cost, fund codes, quantity, link to inventory, etc. so that duplication of that information in creating an invoice does not have to take place.

      Proposed solution/stories
      Add a "Create invoice" action to the PO actions menu.
      Order must be in "Open" workflow state
      Order lines with Payment status "Payment not required" or "Fully paid" are ignored

      Links to additional info
      https://wiki.folio.org/pages/resumedraft.action?draftId=52134311&draftShareId=2785e38d-b691-4042-9406-69489f4c3674&

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                Assignee:
                dennisbridges Dennis Bridges
                Reporter:
                dennisbridges Dennis Bridges
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                  Dates

                  Created:
                  Updated:

                    TestRail: Runs

                      TestRail: Cases