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  1. UX Product
  2. UXPROD-783

Ability to create a negative invoice that results in one or many credit transactions

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    Details

    • Template:
    • Epic Link:
    • Front End Estimate:
      Small < 3 days
    • Back End Estimate:
      Small < 3 days
    • Confidence factor:
      Low
    • Development Team:
      Thunderjet
    • Calculated Total Rank:
      110
    • PO Rank:
      110.3
    • Rank: Chalmers (Impl Aut 2019):
      R5
    • Rank: Chicago (MVP Sum 2020):
      R1
    • Rank: Cornell (Full Sum 2021):
      R1
    • Rank: Duke (Full Sum 2021):
      R1
    • Rank: 5Colleges (Full Jul 2021):
      R1
    • Rank: FLO (MVP Sum 2020):
      R1
    • Rank: GBV (MVP Sum 2020):
      R1
    • Rank: hbz (TBD):
      R1
    • Rank: Lehigh (MVP Summer 2020):
      R1
    • Rank: Leipzig (Full TBD):
      R1
    • Rank: Leipzig (ERM Aut 2019):
      R1
    • Rank: TAMU (MVP Jan 2021):
      R1
    • Rank: U of AL (MVP Oct 2020):
      R1

      Description

      Note: This will likely be moved to Q3 based on the communities priorities and the progress made in the Finance module to date

      Purpose: Libraries often receive credit statements that resemble invoices but add value back into the financial system.

      Note: Credits are effectively a Negative invoice

      High-Level Requirements:
      Ability to create a credit record
      specify an amount
      specify a fund distribution
      add a note
      identify the type of credit - donation, refund, gift, reimbursement etc

        TestRail: Results

          Attachments

            Issue Links

            relates to

            New Feature - New feature requests UXPROD-196 Value management through transactions.

            • 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
            • Open

            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
            • In Progress

            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

              Activity

                People

                Assignee:
                dennisbridges Dennis Bridges
                Reporter:
                dennisbridges Dennis Bridges
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                  Dates

                  Created:
                  Updated:
                  Resolved:

                    TestRail: Runs

                      TestRail: Cases