Display Exchanged totals and release encumbrance in invoice line details

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 exchange values for foreign invoices

So that I can more easily manage approval and payment of foreign currency invoices

Scenario:

  1. Display Total (Exchanged) in invoice line table on Invoice view

    • Given user has selected an invoice record

    • When invoice view is displayed and Invoice lines accordion is expanded

    • Then a column is shown labeled “Total (Exchanged)”

    • AND the Total amount converted to system currency for each invoice line is displayed

  2. Display “Release encumbrance” value in invoice line table on Invoice view

    • Given user has selected an invoice record

    • When invoice view is displayed and Invoice lines accordion is expanded

    • Then a column is shown labeled “Release encumbrance”

    • AND a checkbox or uncheck box is displayed for each invoice line

  3. Display Total (Exchanged) in invoice line table on Invoice view

    • Given user has selected an invoice line record

    • When invoice line view is displayed

    • Then a key value pair labeled “Total (Exchanged)” is displayed

    • AND the Total amount converted to system currency for the invoice line is displayed

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

2

Checklist

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Activity

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Details

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Reporter

Priority

Story Points

Development Team

Thunderjet

Release

Trillium (R2 2025)

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Created March 10, 2025 at 9:32 PM
Updated March 17, 2025 at 4:11 PM
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