Display "Total expended" in PO summary

Description

Overview: When a PO is opened FOLIO may encumber funds for the POL(s). If so user will want to find total encumbered for a given PO. When invoicing FOLIO may create payments and credits that relate back to POL(s). If so user will want to find total expended for a given PO.

Acceptance criteria:
Given user has added Fund distribution to POL
When PO is open
Then Total encumbrance amount of all POL(s) is summarized in PO summary Split out into UIOR-518


Given user has added invoices for POL(s)
When invoices are paid
Then Total expended amount relating to all POL(s) is summarized in PO summary

Note: Even when a POL has no encumbrance there may be invoices processed against it. Thus true expended amount must come from Invoice (Payments/credits)
Please capture your thoughts on this in comments or associated BE story

Environment

None

Potential Workaround

None

Attachments

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Dennis Bridges October 9, 2020 at 6:18 PM

testing successful in folio-snapshot

Craig McNally March 3, 2020 at 9:58 PM

It might be worth splitting the story

Craig McNally March 3, 2020 at 9:57 PM

The expended part would be doable after https://folio-org.atlassian.net/browse/MODORDERS-352...

Something like: Get references to all the invoices for the purchase order, then make a call like:

Craig McNally March 3, 2020 at 9:52 PM

I think the encumbrance part is doable today... e.g.

Done

Details

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Priority

Story Points

Sprint

Development Team

Thunderjet

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Created December 19, 2019 at 10:14 PM
Updated December 4, 2020 at 2:55 PM
Resolved October 9, 2020 at 6:18 PM
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