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

[UXPROD-3433] Allow user to cancel invoices Created: 02/Dec/21  Updated: 18/Apr/22  Resolved: 18/Apr/22

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Lotus (R1 2022)
Parent: Invoicing functionality that FOLIO needs to stay competitive

Type: New Feature Priority: P2
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Done Votes: 0
Labels: acquisitions, orders
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by MODFIN-230 Allow PUT for payments/credits to can... Closed
is defined by MODFISTO-284 Cancel invoice does not update the en... Closed
is defined by MODINVOICE-270 Cancel invoice : create logic to supp... Closed
is defined by MODINVOICE-360 Unrelease auto-released encumbrances ... Closed
is defined by MODINVOICE-385 Cancel only unreleased 1 encumbrance ... Closed
is defined by MODORDERS-672 Holdings related to package POLs are ... Closed
is defined by UIF-363 voided amount not displayed for voide... Closed
is defined by UIIN-1995 Instances linked to package order lin... Closed
is defined by UINV-362 Un hide permission "Invoice: Cancel i... Closed
is defined by MODFISTO-273 Cancel invoice : Voided transactions ... Closed
is defined by MODFISTO-274 Extend transaction schema with voided... Closed
is defined by UIF-316 Display transactions as Voided for ca... Closed
Release: Lotus R1 2022
Epic Link: Invoicing functionality that FOLIO needs to stay competitive
Development Team: Thunderjet
PO Rank: 0
Rank: Cornell (Full Sum 2021): R2

 Description   

Note this work was split from a separate features to provide additional clarity to the community and improve the teams ability to prioritize implementation

Current situation or problem: There is no logic in place to manage the cancellation of invoices. Once an invoice has been approved there is no going back. The invoice must be paid and if mistakes were made the only way to reverse these is to create a credit invoice.

In scope

  • Allow user to trigger invoice cancelation through a single action
  • When invoices are canceled automatically manage the related transactions. Voiding and payments or credits

Out of scope

  • Allow user to cancel other records. Ie. orders

Use case(s)

*see wiki https://folio-org.atlassian.net/wiki/x/KwhU 

Proposed solution/stories

*see wiki https://folio-org.atlassian.net/wiki/x/KwhU 

Links to additional info

Questions



 Comments   
Comment by Dennis Bridges [ 18/Apr/22 ]

Testing successful in bugfest-lotus

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