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: | P3 |
| Reporter: | Dennis Bridges | Assignee: | Dennis Bridges |
| Resolution: | Unresolved | Votes: | 0 |
| Labels: | acquisitions | ||
| Remaining Estimate: | Not Specified | ||
| Time Spent: | Not Specified | ||
| Original estimate: | Not Specified | ||
| Issue links: |
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| Epic Link: | Invoicing functionality that FOLIO needs to stay competitive | ||||||||
| Development Team: | Thunderjet | ||||||||
| PO Rank: | 45 | ||||||||
| PO Ranking Note: | This is a new feature and the ranking will need to be adjusted as we determine the communities priority. It would be high value automation as it might save quite a bit of time. | ||||||||
| Rank: Cornell (Full Sum 2021): | R1 | ||||||||
| Rank: Duke (Full Sum 2021): | R1 | ||||||||
| Rank: GBV (MVP Sum 2020): | R2 | ||||||||
| Rank: MI State-Lib of MI (Sum 2021): | R2 | ||||||||
| Description |
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Current situation or problem: Often invoicing is done on receipt of material and a large number of invoices or invoice lines are for a single item. In these situation it can take a long time to navigate through the receiving app to each title and receive each piece. Given the opportunity libraries would confirm that all expected materials are in the box for which they received an invoice, process the invoice and have all related materials marked as received. In scope
Out of scope
Use case(s) see here https://folio-org.atlassian.net/wiki/x/WQNU Links to additional info Questions |
| Comments |
| Comment by Julie Brannon [ 24/Aug/21 ] |
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Dennis Bridges Could this UXPROD be linked to https://folio-org.atlassian.net/browse/UXPROD-663 so that this work is included in the design for the MARC invoice load? Also, please update the In Scope and Out of Scope text from "All user" and "All the user" to "Allow the user" to minimize confusion. Thanks! |
| Comment by Lisa Smith [ 22/Apr/22 ] |
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Receiving approvals orders one by one is time consuming and tedious. Having the ability to receive a complete PO (all POLs) at once would be so much more efficient. It would be nice if this could happen outside of invoices (so that gifts in hand could be included), but if tied to invoices, we would like to receive everything together at the point the invoice is either 'reviewed' or 'approved.' |