Invoicing functionality that FOLIO needs to stay competitive (UXPROD-3439)

[UXPROD-2563] Check subscription overlap when approving invoice Created: 03/Jul/20  Updated: 09/Dec/21

Status: Analysis Complete
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: Dennis Bridges Assignee: Dennis Bridges
Resolution: Unresolved Votes: 0
Labels: acq-dev-estimate, acquisitions, invoices, needs-ranking
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
clones UXPROD-2416 Add related invoice(s) as hotlinks to... Open
Defines
is defined by MODINVOICE-183 Check subscription overlap before inv... Open
is defined by UINV-166 Check subscription overlap dates and ... Open
Epic Link: Invoicing functionality that FOLIO needs to stay competitive
Front End Estimate: Medium < 5 days
Development Team: Thunderjet
PO Rank: 45.1
Rank: Chicago (MVP Sum 2020): R3
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R5
Rank: 5Colleges (Full Jul 2021): R3
Rank: GBV (MVP Sum 2020): R3
Rank: Leipzig (ERM Aut 2019): R3
Rank: MO State (MVP June 2020): R4
Rank: TAMU (MVP Jan 2021): R3
Rank: U of AL (MVP Oct 2020): R4

 Description   

Overview:

When approving an invoice with subscription information the system will try and validate that a similar resource has not been paid for, for the subscription interval found in the invoice line(s).

Use cases:

Librarian is paying an invoice for a subscription that covers dates they have already purchased from another vendor.
Librarian is paying an invoice for a subscription term that they were already invoiced for and paid.
Librarian does not want the system to check for overlapping subscriptions because they are aware this is a duplicate purchase

Requirements:

  • User can indicate for individual invoices whether sub dates should be checked for overlap
  • User is alerted if possible overlap is found on other invoices. AND those invoices are shown to user
  • "Overlap" is determined by matching vendor number, description, and dates within the subscription period?

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