Details
Assignee
UnassignedUnassignedReporter
Aaron NeslinAaron NeslinTester Assignee
Dennis BridgesDennis BridgesLabels
Priority
TBDDevelopment Team
ThunderjetTestRail: Cases
Open TestRail: CasesTestRail: Runs
Open TestRail: Runs
Details
Details
Assignee
Unassigned
UnassignedReporter
Aaron Neslin
Aaron NeslinTester Assignee
Dennis Bridges
Dennis BridgesLabels
Priority
Development Team
Thunderjet
TestRail: Cases
Open TestRail: Cases
TestRail: Runs
Open TestRail: Runs
Created August 4, 2023 at 6:38 PM
Updated November 8, 2024 at 2:09 PM
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