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  1. UX Product
  2. UXPROD-703

Ability to "process" invoice

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Details

    • Small < 3 days
    • Medium
    • Small < 3 days
    • Thunderjet
    • 100.7
    • R5
    • R1
    • R1
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    Description

      Purpose: Users need the ability to close an invoice and have the system generate the appropirate payments against the desired Funds.

      Acceptance criteria:

      • Move invoice from open to reviewed (User must click a button)
        • Will need a way for invoices to skip the reviewed step for some institutions or specific workflows involving third party systems
      • Move invoice from reviewed to approved (User must click a button)
        • Generate Voucher based on invoice
        • Once approved the invoice information can not be updated by a user (Outside of marking as paid or canceled)
      • Move invoice from approved to paid (User must click a button, or system updates status)
        • Voucher is marked as paid
        • All associated POLs are marked as "Fully paid" (See next bullet for exception)
        • Subtract amount encumbered by the the Invoice line total however the resulting value can not be negative (will be handled by separate feature)
        • Allow user to select "Do not release encumbrances" for each invoice line (For ongoing orders this will be reversed)
          • If checked POL payment status will not be updated to "Fully Paid"
          • any remaining encumbered value will not be released (will still be unavailable).(will be handled by separate feature)

      TestRail: Results

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          Issue Links

            is cloned by

            New Feature - New feature requests UXPROD-2060 Ability to "process" invoice Part 2

            • 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. MODFISTO-8 Fund Schema Updates

            • 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-34 Create voucher on transition to "Approved"

            • 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-35 Prevent modifications to invoice/invoice lines once status is "Approved"

            • 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-36 Mark voucher as paid on transition to invoice status "Paid"

            • 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-37 Update POL paymentStatus on transition of invoice Status

            • 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-42 Invoice/Invoice-line schema updates

            • 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-44 Implement GET /exchange-rate/<from>/<to>

            • 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-45 Define GET /exchange-rates

            • 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-46 voucherNumber Generation

            • 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-47 Implement GET /voucher/voucher-number/start

            • 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-49 Voucher/VoucherLine schema updates

            • 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-50 Calculate invoiceLine Totals

            • 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-52 Calculate Invoice Totals

            • 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. MODINVOSTO-13 Implement POST /voucher-storage/voucher-number/start/<value>

            • 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. MODINVOSTO-16 Align invoice and order sample data

            • 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. UINV-9 Setting: voucherNumber is editable (Boolean) and Add prefix to voucher number

            • 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. UINV-22 Settings: define voucher number format and reset sequence

            • 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. UINV-32 Invoice approval details set by system

            • 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. UINV-33 Accounting code filter list populated based on vendor selected

            • 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. UINV-62 Require invoice approval to "pay" invoice

            • 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-63 Pay invoice button

            • 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-66 View invoice adjustments accordion

            • 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-1140 CRUD Payment and Credit Vouchers Manually and automatically when Invoices are processed

            • 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-1152 CRUD invoices and resolve/process invoices

            • 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-26 Update order status to "Closed" from invoice/payment flow

            • 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-39 Implement basic GET /voucher/voucher-lines/<id>

            • 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-40 implement basic PUT for /voucher/voucher-lines/<id>

            • 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-41 Implement basic GET /voucher/vouchers/<id>

            • 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-48 Implement POST /voucher/voucher-number/start/<val>

            • 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-54 Prorated adjustments part 1 - basics

            • 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-57 Implement GET /voucher/vouchers

            • 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. MODINVOICE-66 Shouldn't be allowed to add invoiceLines to an "approved" or "paid" invoice

            • 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. MODINVOSTO-8 Implement basic CRUD for vouchers

            • 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. MODINVOSTO-9 Voucher/voucherLine schemas and example data

            • 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. MODINVOSTO-11 Implement basic CRUD for voucher-lines

            • 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. MODINVOSTO-12 Implement GET /voucher-storage/voucher-number

            • 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. MODINVOSTO-40 Remove unique index on voucherNumber

            • 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. MODORDERS-242 PoLine FundDistribution schema updates

            • 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. UIF-81 CRUD Payment

            • 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. UINV-10 Setting: voucherNumber prefix (String)

            • 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. UINV-11 Setting: voucherNumber start value

            • 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:

                  TestRail: Runs

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