Sunflower - Finance / Invoice / Orders - Add more data and record types

Description

Current situation or problem: In order to support list creation for more records/record types, we need to create views that define the supported fields/info.  

In scope 

The final list of supported records is still TBD, but is likely to include:

  • Finance / Invoice / Orders

    • Ledger fund

    • Expense class details

    • Fiscal year details

    • Fund details

    • Fund type details

    • Invoice details

    • Invoice line details

    • Voucher lines

    • Voucher details

    • Order lines

    • Order details

    • TBD: Organizations banking information

    • TBD: Budgets

    • TBD: Finance groups

Out of scope

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Show:

Sean Boyle March 28, 2025 at 1:56 PM

Do you know if there is a TestRail case for this? GALILEO would like to test in Sunflower bugfest. Thanks!

Done

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Created September 11, 2024 at 4:58 PM
Updated last week
Resolved last week
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