Managing Ledgers, Funds, Budgets, Fiscals Years and tracking associated values (UXPROD-1144)

[UIF-81] CRUD Payment Created: 22/May/18  Updated: 29/Nov/19  Resolved: 17/Sep/19

Status: Closed
Project: ui-finance
Components: None
Affects versions: None
Fix versions: 1.7.0
Parent: Managing Ledgers, Funds, Budgets, Fiscals Years and tracking associated values

Type: Story Priority: P3
Reporter: Dennis Bridges Assignee: Unassigned
Resolution: Won't Do Votes: 0
Labels: Q3fromQ2, acquisitions, payments/credits, transactions
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Relates
relates to UXPROD-703 Ability to "process" invoice Closed
relates to UXPROD-1140 CRUD Payment and Credit Vouchers Manu... Closed
relates to UXPROD-2167 Value management through transactions... Closed
Sprint:
Development Team: Thunderjet
Epic Link: Managing Ledgers, Funds, Budgets, Fiscals Years and tracking associated values
Back End Estimate: Large < 10 days
Front-End Confidence factor: Medium
Front End Estimate: Small < 3 days

 Description   

Purpose: System needs the ability to create a payment record that will remove an amount of value from one fund/budget.

Acceptance criteria:

  • System creates this type of transactions against the affected budget when Voucher transitions from "Awaiting payment" to "Paid"

Given the system is creating a transaction of this type
When the Invoice and Voucher transition to "Paid"
Then the following details are populated based on information from the invoice and voucher for EACH identified Fund's current budget

  • Amount
  • Fiscal Year
  • Description
  • From
  • To
  • Tags


 Comments   
Comment by Dennis Bridges [ 04/Jul/19 ]

This issue has been turned into a User story as it will related to a broader feature ( UXPROD-196 Closed ) describing the problem we are addressing with the transaction functionality.

Comment by Dennis Bridges [ 17/Sep/19 ]

Currently not planning to have the user be able to create or edit payments independent of invoice

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