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

[UXPROD-4185] Settings: Define new configurations for "Export to accounting" checkbox default values Created: 12/Apr/23  Updated: 30/Nov/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: P4
Reporter: Joseph Reimers Assignee: Joseph Reimers
Resolution: Unresolved Votes: 0
Labels: acq-sig-topics
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Potential Workaround: JR: Currently, invoices with the incorrect export data must be cancelled and re-entered.
Epic Link: Invoicing functionality that FOLIO needs to stay competitive
Development Team: Thunderjet
PO Rank: 0

 Description   

Current situation or problem: Many libraries determine whether invoices should be sent to accounting based on payment type rather than who the vendor is. This can lead to problems when invoices are mistakenly sent or not sent. Currently the "Export to accounting" checkbox is set per Organization/Vendor.

Please refer to Acquisitions implementers topics #24 for additional details https://folio-org.atlassian.net/wiki/x/NwNU

In scope

  • Create a Setting for each payment type to set a default "export to accounting" value
  • Determine whether this should be a new global default or whether libraries should determine whether payment type or organization should define the systemwide default for export to accounting
  • If necessary, remove "Export to accounting" from Organizations - Vendors
  • Facilitate simplified transfer of the new configuration options for existing customers
  • Allow override of default setting

Out of scope

Use case(s)

A library normally purchases materials from a particular vendor via credit card, and has "Export to accounting" disabled with that vendor. For a certain purchase, the library needs to pay by EFT, and per library policy, all EFT payments must go through accounting. Library staff processing the invoice must notice that this particular payment is EFT and not credit card, and must manually enable "export to accounting" or else the payment will not process.

Proposed solution/stories

Links to additional info

https://folio-org.atlassian.net/wiki/x/NwNU

Questions


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