Interact with external financial or eProcurement systems to process payments and credit
(UXPROD-1145)
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| Status: | Draft |
| Project: | UX Product |
| Components: | None |
| Affects versions: | None |
| Fix versions: | Umbrellaleaf (R2 2025) | Parent: | Interact with external financial or eProcurement systems to process payments and credit |
| Type: | New Feature | Priority: | P3 |
| Reporter: | Dennis Bridges | Assignee: | Dennis Bridges |
| Resolution: | Unresolved | Votes: | 0 |
| Labels: | LC4, acquisitions, loc, voucher | ||
| Remaining Estimate: | Not Specified | ||
| Time Spent: | Not Specified | ||
| Original estimate: | Not Specified | ||
| Issue links: |
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| Release: | Umbrellaleaf (R2 2025) | ||||||||
| Epic Link: | Interact with external financial or eProcurement systems to process payments and credit | ||||||||
| Front End Estimate: | Medium < 5 days | ||||||||
| Front End Estimator: | Khalilah Gambrell | ||||||||
| Front-End Confidence factor: | 20% | ||||||||
| Back End Estimate: | Large < 10 days | ||||||||
| Back End Estimator: | Khalilah Gambrell | ||||||||
| Back-End Confidence factor: | 20% | ||||||||
| Development Team: | Thunderjet | ||||||||
| PO Rank: | 125 | ||||||||
| Rank: Cornell (Full Sum 2021): | R1 | ||||||||
| Rank: Duke (Full Sum 2021): | R4 | ||||||||
| Showstopper for Summer 2021 Implementers?: | No | ||||||||
| Description |
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Note: This is a followup to
Overview: FOLIO generates batch vouchers for approved invoices at a certain time interval and uploads them to a location for external systems to retrieve for payment. That system should be able to return information about payments that have been made for those vouchers including the accurate exchange rate and transition their status from "Awaiting payment" to "Paid". Completing the invoice workflow automatically. Use cases:(Scope split out to
To remove the burden of users needing to set invoices to paid the system should allow external systems with the appropriate credentials to do this automatically with a list of voucher numbers or vendor invoice numbers Proposed approach:
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