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