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  1. UX Product
  2. UXPROD-3433

Allow user to cancel invoices

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Details

    • Lotus R1 2022
    • Thunderjet
    • 0
    • R2

    Description

      Note this work was split from a separate features to provide additional clarity to the community and improve the teams ability to prioritize implementation

      Current situation or problem: There is no logic in place to manage the cancellation of invoices. Once an invoice has been approved there is no going back. The invoice must be paid and if mistakes were made the only way to reverse these is to create a credit invoice.

      In scope

      • Allow user to trigger invoice cancelation through a single action
      • When invoices are canceled automatically manage the related transactions. Voiding and payments or credits

      Out of scope

      • Allow user to cancel other records. Ie. orders

      Use case(s)

      *see wiki https://wiki.folio.org/x/XIq8B 

      Proposed solution/stories

      *see wiki https://wiki.folio.org/x/XIq8B 

      Links to additional info

      Questions

      TestRail: Results

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          Issue Links

            is defined by

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFIN-230 Allow PUT for payments/credits to cancel invoices

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFISTO-273 Cancel invoice : Voided transactions will no longer count towards budgets and budget totals need to be updated

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFISTO-274 Extend transaction schema with voidedAmount field

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. MODFISTO-284 Cancel invoice does not update the encumbrance correctly

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODINVOICE-270 Cancel invoice : create logic to support invoice cancel operation

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. MODINVOICE-360 Unrelease auto-released encumbrances when cancelling an invoice

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. MODINVOICE-385 Cancel only unreleased 1 encumbrance from an invoice line

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. MODORDERS-672 Holdings related to package POLs are not displaying Order information in acquisition accordion

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIF-316 Display transactions as Voided for canceled invoices

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIF-363 voided amount not displayed for voided transactions

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIIN-1995 Instances linked to package order lines are not displaying Order information

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UINV-362 Un hide permission "Invoice: Cancel invoices"

            • P2 - normal priority level, must be included in the current development cycle
            • Closed
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                dennisbridges Dennis Bridges
                dennisbridges Dennis Bridges
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                  Updated:
                  Resolved:

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