Add adjustments to Purchase Order Line

Description

Purpose:
As a user I am creating and editing an invoice line for a POL in invoices app. On the POL I have added a discount. On the invoice that I receive from my vendor the discount has increased and needs adjustment on the invoice line in FOLIO. Using adjustments on the POL might would directly align POL and invoice line

Requirement: Display the discount amount that has been added on the POL on the invoice line. Make the discount amount editable on the invoice line.

Using adjustments on the POL might be a preferable approach as it would directly align POL and invoice line

(136)
User story statement(s):

As an acquisitions librarian,
I want to apply adjustments to the Purchase order line
so that so that I can display the correct adjustment on the invoice line

Scenarios:

  1. Scenario Add adjustment to purchase order line:

    • Given there is a purchase order line

    • When a user selects "Add adjustment"

    • Then a card with the option to add an adjustment with the fields:

      • Description

      • Value

      • Type (percent or dollar)

      • Prorate

      • Relation to total

      • Export to accounting

        • AND the adjustment will be applied

  2. Scenario: Add additional adjustments

    • Given an adjustment has been applied to a POL

    • When the user select “Add Adjustment”

    • Then an additional adjustment will be applied

  3. Scenario Show adjustment in Invoice Line :

    • Given a purchase order line has been given an adjustment

    • When an invoice line is created from the purchase order line

    • Then the adjustment assigned to the purchase order line will appear in the invoice line

Environment

None

Potential Workaround

None

Attachments

2
  • 25 Nov 2024, 03:41 PM
  • 25 Nov 2024, 03:41 PM

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Thunderjet

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Created November 25, 2024 at 3:41 PM
Updated November 25, 2024 at 3:42 PM
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