Acquisitions display enhancements for Order, invoice and Finance relating to Fiscal year

Description

Derived from

  • Orders

    • On order record, display the Fiscal Year an order was opened in. (related: , )

  • Invoices

    • Add FOLIO Invoice Number and Vendor Name columns to Invoice search results display. ( )

    • On foreign currency invoices, display the Total (Exchanged) for each invoice line on the invoice line record and in the Invoice Lines summary view on the invoice record. Currently, the Calculated Total Amount (Exchanged) for all invoice lines combined is displayed on the invoice record. ( )

    • Add "Release encumbrance" column to Invoice Line summary view on invoice record. ( )

  • Finance

    • Ledger record: Allow the ability to choose and display data from previous fiscal years, similar to how the Group record allows you to select previous fiscal year data from a drop-down. ( )

Priority

Labels

Fix versions

Development Team

Thunderjet

Assignee

Solution Architect

Parent

None

Parent Field Value

None

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None

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Joseph Reimers March 12, 2025 at 8:33 PM

We are not currently including this in scope of Trillium. For now, we are still analyzing effort required to do this work, but our projections currently have this slated for Umbrellaleaf or later.

Harry Rumble March 12, 2025 at 8:09 PM

adding this note in here, if we can confirm this can be included to Trillium scope or not?

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Created February 27, 2025 at 8:09 PM
Updated March 12, 2025 at 8:33 PM
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