Add columns to invoice search results for vendor name and invoice number

Description

Description:

Allow users to see additional field data in the invoice search results pane.

Use case:

As an acquisitions librarian,

I want to see the vendor name AND folio invoice number

So that I can more easily confirm the invoice I need to be working on is in fact the invoice in the search results pane

Scenario:

  1. Display Vendor name in search results pane

    • Given user has searched for and invoice in the invoices app

    • When results are displayed in the second pane

    • Then a column is shown labeled “Vendor name”

    • AND the name of the vendor associated with the invoice in displayed in this column

  2. Export Vendor name to csv

    • Given user has filtered for specific invoices in order search tab

    • When user clicks export results (csv)

    • Then exported file includes a column for “Vendor name” and corresponding value is populated when possible

  3. Display FOLIO invoice number in search results pane

    • Given user has searched for and invoice in the invoices app

    • When results are displayed in the second pane

    • Then a column is shown labeled “FOLIO invoice number”

    • AND the name of the FOLIO invoice number associated with the invoice in displayed in this column

  4. Export FOLIO invoice number to csv

    • Given user has filtered for specific invoices in order search tab

    • When user clicks export results (csv)

    • Then exported file includes a column for “FOLIO invoice number” and corresponding value is populated when possible

Environment

None

Potential Workaround

Click on the amount of the current encumbrance to route to the budget log for that fund in the applicable fiscal year.

CSP Request Details

None

CSP Rejection Details

None

Attachments

1

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Story Points

Development Team

Thunderjet

Release

Trillium (R2 2025)

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Created March 10, 2025 at 9:12 PM
Updated March 17, 2025 at 4:11 PM
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