Display Warning before opening POL with unassigned funds

Description

Purpose:

In most cases when you want to open an order with a POL where  there is still an amount remaining to be distributed in the fund distribution, you probably forget to assign a fund to the POL. Therefore a prompt asking if the user wants to continue would be great.
The warning could be something like: “There is still a remaining amount to be distributed. Do you really want to open this order?”
There are (probably) a few use cases where opening a POL like that makes sense.(72)
User story statement(s):
As an acquisitions manager,
I need staff to be alerted if there is a remaining balance to be distributed on a purchase order line before opening an order
So that I can reduce the rate of errors
Scenarios:

     Scenario: Enable prompt for opening orders with one or more unassigned funds

  •  

    • Given a user has permission to Order Settings

    • When the user enables Unassigned fund distribution warnings in Settings

    • Then user will be warned when opening orders with unassigned funds

  • Scenario: Omit gifts from unassigned fund warnings

    • Given a user has permission to Order Settings

      • and the user has enabled Unassigned fund distribution warnings in Settings

    • When the User opts to omit gifts from warnings

    • Then when the Acquisitions method is gift there will be no warning

      Scenario: Opening an Order with a POL with a remaining unassigned cost 

  •  

    • Given there is an order
        and a purchase order line is created
         and the purchase order line has an estimated price
         and there is a remaining amount of cost not assigned to a fund
         and "warn when there are unassigned funds" is enabled in settings

  •  

    • When a user opens the order

    • Then the user will be prompted with a warning that there is a remaining amount to be distributed on a purchase order line

    Scenario: Navigate to a POL with an unassigned cost

  •  

    • Given a  user has tried to open an order

      •  and there is a purchase order with an amount that is not distributed to a fund

    • When the user is warned there is a purchase order line with an unassigned cost

    • Then they will be taken to the purchase order line with the undistributed cost

Environment

None

Potential Workaround

None

Checklist

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Thunderjet

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Created August 4, 2023 at 6:38 PM
Updated November 8, 2024 at 2:09 PM
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