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Update PO line paymentStatus when invoice with past FY is paid if releaseEncumbrance is false

Description

Purpose: When paying an invoice against a previous year FOLIO will allow the user to choose a status for related POLs if an invoice line has releaseEncumbrance = true. However, for lines that have releaseEncumbrance = false we still need to update the POL status so the user does not need to navigate to each POL.

Scenarios:

  1. POLs with “Awaiting Payment“ paymentStatus:

    • When a user pays an invoice using the poLinePaymentStatus parameter

    • For invoice lines with releaseEncumbrance = false

    • If some POLs from open one-time orders related to these invoice lines have paymentStatus of “Awaiting Payment”

    • Then these POLs' paymentStatus is set to “Partially Paid”

  2. POLs with a different paymentStatus:

    • When a user pays an invoice using the poLinePaymentStatus parameter

    • For invoice lines with releaseEncumbrance = false

    • If some POLs from open one-time orders related to these invoice lines have paymentStatus that IS NOT “Awaiting Payment”

    • Then these POLs' paymentStatus is not changed

Environment

None

Potential Workaround

None

Checklist

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Details

Assignee

Reporter

Priority

Story Points

Sprint

Development Team

Thunderjet

Release

Trillium (R2 2025)

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Created April 2, 2025 at 9:56 PM
Updated 2 days ago

Activity

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Damien2 days ago

For review/testing: keep in mind the poLinePaymentStatus parameter is only used when at least one invoice line has releaseEncumbrance=true, so to test this you need an invoice in a past FY, with at least one invoice line with releaseEncumbrance=true and one invoice line with releaseEncumbrance=false.

Dennis Bridgeslast week
Edited

I’m thinking that might be a separate story.

Ultimately if the current status is “Partially paid”. It might make sense to updated it to awaiting payment. However, if the current status is “Fully paid” or “Canceled” it would not make sense to update the status to “Awaiting payment”. So ultimately if there were any other related invoice it probably wouldn’t make sense to update the status in this situation. However, I’m not certain we can determine that. It also might need to depend on the FY of those other invoices. ie. if any of the related invoices have a fiscal year with a period that is more recent then the invoice being canceled, do not updated status.

Damienlast week

what about cancelling an invoice ?

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