Invoicing functionality that FOLIO needs to stay competitive
(UXPROD-3439)
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| Status: | Draft |
| Project: | UX Product |
| Components: | None |
| Affects versions: | None |
| Fix versions: | None | Parent: | Invoicing functionality that FOLIO needs to stay competitive |
| Type: | New Feature | Priority: | P4 |
| Reporter: | Ann-Marie Breaux (Inactive) | Assignee: | Dennis Bridges |
| Resolution: | Unresolved | Votes: | 1 |
| Labels: | acquisitions, invoices | ||
| Remaining Estimate: | Not Specified | ||
| Time Spent: | Not Specified | ||
| Original estimate: | Not Specified | ||
| Epic Link: | Invoicing functionality that FOLIO needs to stay competitive |
| Development Team: | Thunderjet |
| PO Rank: | 11.2 |
| PO Ranking Note: | Michigan State ranks this R3 if it is not possible to have the invoice details (Acquisitions unit, etc.) pulled directly from the selected order line. We would much prefer the invoice be pre-populated for us to using a template. |
| Rank: Chicago (MVP Sum 2020): | R4 |
| Rank: Cornell (Full Sum 2021): | R4 |
| Rank: Duke (Full Sum 2021): | R2 |
| Rank: 5Colleges (Full Jul 2021): | R4 |
| Rank: GBV (MVP Sum 2020): | R4 |
| Rank: hbz (TBD): | R4 |
| Rank: MI State-Lib of MI (Sum 2021): | R3 |
| Rank: TAMU (MVP Jan 2021): | R4 |
| Rank: U of AL (MVP Oct 2020): | R5 |
| Description |
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Purpose: Allow the administrator to create invoice templates that will speed up the creation of invoices and limit the possibility of input errors. Acceptance criteria:
Out of scope:
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| Comments |
| Comment by Molly Driscoll [ 24/Jun/21 ] |
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From a batch group perspective, it would be great if an acquisitions unit could be associated with a batch group and automatically have the group assigned when the acq unit is assigned. (Feedback from Michigan State University!) |
| Comment by Kayla Valdivieso [ 20/Mar/23 ] |
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This would be super helpful and time saving for our library as well! (Wellesley College) |