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  1. UX Product
  2. UXPROD-697

Ability to facilitate ordering and invoicing in currencies other than default currency

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    • Very Small (VS) < 1day
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    • Large < 10 days
    • Thunderjet
    • 57
    • R5
    • R1
    • R5
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    • R5
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    Description

      Purpose: Users need the ability to order and pay for materials in currencies other than the currency they are reporting in.

      High-Level Requirements:
      Must be able to specify amounts for transactions in currencies that are not the currently the "default currency" of the system.
      For an order, the exchange rate should be calculated using the sent date(order date) and an encumbrance made in the systems "Default Currency"
      For a Payment the Exchange rate should be based on the payment dateDocument Link: https://docs.google.com/document/d/1h-O3G8vG0qbM7TYenI-rXfZdTq8g0-F1iMSrGR_15mM/edit

      (Post v1) If connected to an external accounting system this exchange rate would be updated if the system receives a receipt from an external accounting system that reports a date for the actual day of the executed transaction or a specific exchange rate/amount.

      TestRail: Results

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            is defined by

            Bug - A problem which impairs or prevents the functions of the product. MODFISTO-91 Budgets aren't updated correctly upon updating/releasing encumbrance

            • 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. MODINVOICE-125 Spike: Investgate limiting document size on upload

            • 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. UINV-105 Save and close and cancel bar not fixed to bottom of form

            • P4 - lowest priority level, nice-to have things that require future discussion and design
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UINV-107 Update settings permission label

            • 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-116 Cannot add invoice line using POL

            • 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. UINV-124 Invoices - Replace org selection components with organization lookup

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIF-54 Adjust Finance Application currency settings

            • 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. UINV-114 Invoice line not retrieving Total estimated price when linking POL

            • 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. UIOR-460 Capture cost information and fund distributions in the currency selected at POL

            • 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. UIOR-472 Display encumbered value on POL for orders made in currency other than system currency

            • 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. UIOR-486 Display purchase order "total estimated price" in system currency

            • 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. UIOR-505 Use system default currency as default POL currency (Remove org limit)

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

            Epic - Created by Jira Software - do not edit or delete. Issue type for a big user story that needs to be broken down. UXPROD-1144 Managing Ledgers, Funds, Budgets, Fiscals Years and tracking associated values

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

            New Feature - New feature requests UXPROD-1218 Ability to create Ledgers, Funds, Budgets and Fiscal Years

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

            New Feature - New feature requests UXPROD-2167 Value management through transactions Part 2 - Payments, Credits and limits

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Closed

            New Feature - New feature requests UXPROD-2419 Add/Edit exchange rate and apply to Encumbrance/payments

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

            New Feature - New feature requests UXPROD-517 Ability to set default currency for a tenant

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Closed

            Epic - Created by Jira Software - do not edit or delete. Issue type for a big user story that needs to be broken down. UXPROD-1152 CRUD invoices and resolve/process invoices

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

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                dennisbridges Dennis Bridges
                dennisbridges Dennis Bridges
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                  Updated:
                  Resolved:

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