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Awaiting payment value not updated in encumbrances when invoice is paid.

Description

Overview: When approving an invoice the encumbrance for the POL is only updated to show the correct expended number. The awaiting payment number continues to grow.

Steps to Reproduce:

  1. Log into goldenrod release as user X

  2. Click Order app

  3. Add order with a POL that has fund distribution for $200

  4. Open order

  5. Create invoice for that order

  6. Add invoice line for $100 POL but make sure "Release encumbrance" = false

  7. Approve invoice

  8. Pay invoice

  9. Create invoice for that order

  10. Add invoice line for $100 POL but make sure "Release encumbrance" = true

  11. Approve invoice

  12. View encumbrance transaction

Expected Results: Awaiting payment value in encumbrance info = 0. Expended value in encumbrance transaction = $200

Actual Results: Awaiting payment value in encumbrance info = $200. Expended value in encumbrance transaction = $200

Additional Information:
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CSP Request Details

None

CSP Rejection Details

None

Potential Workaround

None

Attachments

3

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Yauheni Kuzmianok October 5, 2020 at 10:01 AM

Verified on snapshot

Aliaksandr Pautau October 2, 2020 at 2:48 PM

Verified on folio testing

Dennis Bridges September 28, 2020 at 3:19 PM
Edited

Hi It's not the invoice that is paid partially. Eg an order for 4 books. It could be 2 invoices, the first for just 2 of the books costing $100 and then a second invoice for the two remaining books for another $100.

Encumbrance $200

Invoice 1 approved
Initial encumbrance = 200
Awaiting payment = 100
Expended = 0
Encumbered amount = 100
Status = unreleased

Invoice 1 paid
Initial encumbrance = 200
Awaiting payment = 0
Expended = 100
Encumbered amount = 100
Status = unreleased

Invoice 2 Approved
Invoice 1 approved
Initial encumbrance = 200
Awaiting payment = 100
Expended = 100
Encumbered amount = 0
Status = released

Invoice 2 paid
Initial encumbrance = 200
Awaiting payment = 0
Expended = 200
Encumbered amount = 0
Status = released

Siarhei Hrabko September 28, 2020 at 11:44 AM

I don't see the way how could be invoice created for the specific order and payed partially (steps 1-6). If poline estimated price is 200$, so invoice line fund distribution should cover 100% of this amount.

Andrei Makaranka September 22, 2020 at 7:02 AM

Expended value in encumbrance transaction is not updated and still 0, but must be $200

Done

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Sprint

Development Team

Thunderjet

Parent

Fix versions

Release

Q3 2020

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Created August 11, 2020 at 7:01 PM
Updated November 25, 2020 at 12:34 PM
Resolved October 5, 2020 at 10:03 AM
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