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

[UXPROD-2838] Create invoice automatically from purchase order Created: 03/Dec/20  Updated: 28/Nov/22  Resolved: 28/Nov/22

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Nolana (R3 2022)
Parent: Invoicing functionality that FOLIO needs to stay competitive

Type: New Feature Priority: P3
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Done Votes: 0
Labels: accessibility, invoices, nolana-plan
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File Screen Shot 2020-12-03 at 10.58.51 AM.png    
Issue links:
Defines
defines UINV-420 Create new invoice from order Closed
defines UINV-421 Edit sequence of invoice lines Closed
defines UIOR-985 Add New invoice action Closed
defines UIOR-990 New invoice action (PO details) Closed
Relates
relates to UX-482 UX: Explore concept for allowing a Ne... In Progress
Potential Workaround: Create invoices manually
Epic Link: Invoicing functionality that FOLIO needs to stay competitive
Front End Estimate: Large < 10 days
Front-End Confidence factor: 100%
Estimation Notes and Assumptions: Assuming we are able to use a FE only approach to accomplish this.
Development Team: Thunderjet
Kiwi Planning Points (DO NOT CHANGE): 5
PO Rank: 0
PO Ranking Note: Waiting for institution rankings
Rank: Chicago (MVP Sum 2020): R2
Rank: Cornell (Full Sum 2021): R2
Rank: Duke (Full Sum 2021): R2
Rank: 5Colleges (Full Jul 2021): R3
Rank: GBV (MVP Sum 2020): R2
Rank: Mainz (Full TBD): R2
Rank: MI State-Lib of MI (Sum 2021): R2
Rank: TAMU (MVP Jan 2021): R2
Rank: U of AL (MVP Oct 2020): R2

 Description   

Current situation or problem:
Creating invoices is time consuming. Given the majority of invoices relate to 1 purchase order record and a library will have though sands of orders per year, there is a potential for significant time saving.

In scope
Ability to create an invoice with invoice lines from a Purchase order with at least 1 purchase order line.
If PO information is complete the system should populate enough information into the invoice that it can immediately be approved
Upon creation the order should show the related invoice information

Out of scope
Approve invoice from PO or take other action on invoice from PO
Create multiple invoices from multiple orders at one time

Use case(s)
The ability to be within the Orders app, looking at a PO, and select a “Create Invoice” button from within that PO. This would pre-populate a new Invoice record with the associated vendor, cost, fund codes, quantity, link to inventory, etc. so that duplication of that information in creating an invoice does not have to take place.

Proposed solution/stories
Add a "Create invoice" action to the PO actions menu.
Order must be in "Open" workflow state
Order lines with Payment status "Payment not required" or "Fully paid" are ignored

Links to additional info

https://miro.com/app/board/uXjVOxNlOs0=/?share_link_id=344111859854 

https://folio-org.atlassian.net/wiki/display/ACQ/Create+invoice+automatically+from+purchase+order

Questions


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