Details
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New Feature
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Status: Closed (View Workflow)
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P3
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Resolution: Done
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None
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None
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Create invoices manually
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Large < 10 days
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100%
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Assuming we are able to use a FE only approach to accomplish this.
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Thunderjet
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5
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0
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Waiting for institution rankings
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R2
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R2
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R2
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R3
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R2
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R2
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R2
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R2
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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://miro.com/app/board/uXjVOxNlOs0=/?share_link_id=344111859854
https://wiki.folio.org/display/ACQ/Create+invoice+automatically+from+purchase+order
Questions
TestRail: Results
Attachments
Issue Links
- defines
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UINV-420 Create new invoice from order
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- Closed
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UINV-421 Edit sequence of invoice lines
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- Closed
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UIOR-985 Add New invoice action
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- Closed
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UIOR-990 New invoice action (PO details)
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- Closed
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- relates to
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UX-482 UX: Explore concept for allowing a New invoice to be created from within the Orders app
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- In progress
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- mentioned in
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