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

[UXPROD-3227] Receive material on approval of invoice Created: 20/Aug/21  Updated: 16/Jun/23

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:
Relates
relates to UXPROD-4360 Receive all pieces for a POL Open
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   

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

  • Allow user to choose to receive all pieces associated with the connected purchase order lines when "Approving" the invoice.

Out of scope

  • Allow the user to choose specific pieces to be received from the invoice ui when approving an invoice

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 ]

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 ]

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.'

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