Ordering functionality that FOLIO needs to stay competitive
(UXPROD-3440)
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| Status: | Closed |
| Project: | UX Product |
| Components: | None |
| Affects versions: | None |
| Fix versions: | Orchid (R1 2023) | Parent: | Ordering functionality that FOLIO needs to stay competitive |
| Type: | New Feature | Priority: | P2 |
| Reporter: | Dennis Bridges | Assignee: | Dennis Bridges |
| Resolution: | Done | Votes: | 0 |
| Labels: | None | ||
| Remaining Estimate: | Not Specified | ||
| Time Spent: | Not Specified | ||
| Original estimate: | Not Specified | ||
| Issue links: |
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| Epic Link: | Ordering functionality that FOLIO needs to stay competitive | ||||||||||||||||||||||||||||||||||||||||||||
| Development Team: | Thunderjet | ||||||||||||||||||||||||||||||||||||||||||||
| PO Rank: | 61 | ||||||||||||||||||||||||||||||||||||||||||||
| Rank: Duke (Full Sum 2021): | R2 | ||||||||||||||||||||||||||||||||||||||||||||
| Solution Architect: | Raman Auramau | ||||||||||||||||||||||||||||||||||||||||||||
| Description |
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Purpose/Overview: Allow users to edit Fund distribution when invoice is connected in current FY. Users often need to update fund distributions in this situation. Requirements/Scope:
Approach: See MIRO: https://miro.com/app/board/uXjVPQunluM=/?share_link_id=771554660290 |
| Comments |
| Comment by Lisa Smith [ 16/Sep/22 ] |
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We regularly need to update funds on ongoing orders. For example, sometimes 2 funds are collapsed into one, and we update the smaller fund code to the larger fund code. Also, new standing orders are paid out of one-time money for the first payment, before moving money into an on-going fund. And sometimes the fund needs to be updated because a new fund was created and it's a better fit in the new fund category. (We are looking into creating an open-access fund; if we do, several subject funds will need to be updated.) |
| Comment by Lisa Smith [ 16/Sep/22 ] |
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We regularly need to update funds on ongoing orders. For example, sometimes 2 funds are collapsed into one, and we update the smaller fund code to the larger fund code. Also, new standing orders are paid out of one-time money for the first payment, before moving money into an on-going fund. And sometimes the fund needs to be updated because a new fund was created and it's a better fit in the new fund category. (We are looking into creating an open-access fund; if we do, several subject funds will need to be updated.) |
| Comment by Dennis Bridges [ 28/Mar/23 ] |
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All stories resolved for release in Orchid |