CRUD invoices and resolve/process invoices (UXPROD-1152)

[UXPROD-2060] Ability to "process" invoice Part 2 Created: 23/Sep/19  Updated: 16/Sep/20  Resolved: 09/Dec/19

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q4 2019
Parent: CRUD invoices and resolve/process invoices

Type: New Feature Priority: P3
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Done Votes: 0
Labels: acquisitions, cap-mvp, invoices, po-mvp, q3-2019-spillover
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
clones UXPROD-703 Ability to "process" invoice Closed
Relates
relates to UINV-59 Invoice and invoice line adjustments ... Closed
relates to UINV-76 Cannot distinguish between percent an... Closed
relates to UINV-82 Invoice line view: Display POL number... Closed
relates to UINV-87 multiple distributions for the same F... Closed
relates to MODINVOICE-61 Prorated adjustments part 3 - fractio... Closed
relates to MODINVOICE-98 fix non-prorated invoice adjustments ... Closed
relates to MODINVOICE-106 Fix prorating of percent adjustments ... Closed
relates to UINV-77 Prevent percent invoice adjustments f... Closed
relates to UINV-78 Invoices: Update "save and close" and... Closed
Epic Link: CRUD invoices and resolve/process invoices
Front End Estimate: Small < 3 days
Front-End Confidence factor: Medium
Back End Estimate: Small < 3 days
Development Team: Thunderjet
PO Rank: 100.7
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R1
Rank: FLO (MVP Sum 2020): R1
Rank: GBV (MVP Sum 2020): R1
Rank: hbz (TBD): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: Leipzig (Full TBD): R1
Rank: Leipzig (ERM Aut 2019): R1
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1

 Description   

Note this was split off of UXPROD-703 Closed as not all stories could be resolve before the Q3 release

Purpose: Users need the ability to close an invoice and have the system generate the appropirate payments against the desired Funds.

Acceptance criteria:

  • Move invoice from open to reviewed (User must click a button)
    • Will need a way for invoices to skip the reviewed step for some institutions or specific workflows involving third party systems
  • Move invoice from reviewed to approved (User must click a button)
    • Generate Voucher based on invoice
    • Once approved the invoice information can not be updated by a user (Outside of marking as paid or canceled)
  • Move invoice from approved to paid (User must click a button, or system updates status)
    • Voucher is marked as paid
    • All associated POLs are marked as "Fully paid" (See next bullet for exception)
    • Subtract amount encumbered by the the Invoice line total however the resulting value can not be negative (will be handled by separate feature)
    • Allow user to select "Do not release encumbrances" for each invoice line (For ongoing orders this will be reversed)
      • If checked POL payment status will not be updated to "Fully Paid"
      • any remaining encumbered value will not be released (will still be unavailable).(will be handled by separate feature)

Generated at Fri Feb 09 00:20:47 UTC 2024 using Jira 1001.0.0-SNAPSHOT#100246-sha1:7a5c50119eb0633d306e14180817ddef5e80c75d.