CRUD invoices and resolve/process invoices (UXPROD-1152)

[UXPROD-703] Ability to "process" invoice Created: 22/May/18  Updated: 16/Sep/20  Resolved: 23/Sep/19

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q3 2019
Parent: CRUD invoices and resolve/process invoices

Type: New Feature Priority: P3
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Done Votes: 0
Labels: acquisitions, cap-mvp, invoices, po-mvp, q1-2019-spillover, q2-2019-spillover
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
is cloned by UXPROD-2060 Ability to "process" invoice Part 2 Closed
Relates
relates to UINV-62 Require invoice approval to "pay" inv... Closed
relates to UINV-63 Pay invoice button Closed
relates to MODFISTO-8 Fund Schema Updates Closed
relates to MODINVOICE-34 Create voucher on transition to "Appr... Closed
relates to MODINVOICE-35 Prevent modifications to invoice/invo... Closed
relates to MODINVOICE-36 Mark voucher as paid on transition to... Closed
relates to MODINVOICE-37 Update POL paymentStatus on transitio... Closed
relates to MODINVOICE-42 Invoice/Invoice-line schema updates Closed
relates to MODINVOICE-44 Implement GET /exchange-rate/<from>/<... Closed
relates to MODINVOICE-45 Define GET /exchange-rates Closed
relates to MODINVOICE-46 voucherNumber Generation Closed
relates to MODINVOICE-47 Implement GET /voucher/voucher-number... Closed
relates to MODINVOICE-49 Voucher/VoucherLine schema updates Closed
relates to MODINVOICE-50 Calculate invoiceLine Totals Closed
relates to MODINVOICE-52 Calculate Invoice Totals Closed
relates to MODINVOSTO-13 Implement POST /voucher-storage/vouch... Closed
relates to MODINVOSTO-16 Align invoice and order sample data Closed
relates to UINV-9 Setting: voucherNumber is editable (... Closed
relates to UINV-22 Settings: define voucher number forma... Closed
relates to UINV-32 Invoice approval details set by system Closed
relates to UINV-33 Accounting code filter list populated... Closed
relates to UINV-66 View invoice adjustments accordion Closed
relates to UXPROD-1140 CRUD Payment and Credit Vouchers Manu... Closed
relates to UXPROD-1152 CRUD invoices and resolve/process inv... Closed
relates to MODINVOICE-26 Update order status to "Closed" from ... Closed
relates to MODINVOICE-39 Implement basic GET /voucher/voucher-... Closed
relates to MODINVOICE-40 implement basic PUT for /voucher/vouc... Closed
relates to MODINVOICE-41 Implement basic GET /voucher/vouchers... Closed
relates to MODINVOICE-48 Implement POST /voucher/voucher-numbe... Closed
relates to MODINVOICE-54 Prorated adjustments part 1 - basics Closed
relates to MODINVOICE-57 Implement GET /voucher/vouchers Closed
relates to MODINVOICE-66 Shouldn't be allowed to add invoiceLi... Closed
relates to MODINVOSTO-8 Implement basic CRUD for vouchers Closed
relates to MODINVOSTO-9 Voucher/voucherLine schemas and examp... Closed
relates to MODINVOSTO-11 Implement basic CRUD for voucher-lines Closed
relates to MODINVOSTO-12 Implement GET /voucher-storage/vouche... Closed
relates to MODINVOSTO-40 Remove unique index on voucherNumber Closed
relates to MODORDERS-242 PoLine FundDistribution schema updates Closed
relates to UIF-81 CRUD Payment Closed
relates to UINV-10 Setting: voucherNumber prefix (String) Closed
relates to UINV-11 Setting: voucherNumber start value Closed
Epic Link: CRUD invoices and resolve/process invoices
Front End Estimate: Small < 3 days
Front-End Confidence factor: Medium
Back End Estimate: Small < 3 days
Development Team: Thunderjet
PO Rank: 100.7
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R1
Rank: FLO (MVP Sum 2020): R1
Rank: GBV (MVP Sum 2020): R1
Rank: hbz (TBD): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: Leipzig (Full TBD): R1
Rank: Leipzig (ERM Aut 2019): R1
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1

 Description   

Purpose: Users need the ability to close an invoice and have the system generate the appropirate payments against the desired Funds.

Acceptance criteria:

  • Move invoice from open to reviewed (User must click a button)
    • Will need a way for invoices to skip the reviewed step for some institutions or specific workflows involving third party systems
  • Move invoice from reviewed to approved (User must click a button)
    • Generate Voucher based on invoice
    • Once approved the invoice information can not be updated by a user (Outside of marking as paid or canceled)
  • Move invoice from approved to paid (User must click a button, or system updates status)
    • Voucher is marked as paid
    • All associated POLs are marked as "Fully paid" (See next bullet for exception)
    • Subtract amount encumbered by the the Invoice line total however the resulting value can not be negative (will be handled by separate feature)
    • Allow user to select "Do not release encumbrances" for each invoice line (For ongoing orders this will be reversed)
      • If checked POL payment status will not be updated to "Fully Paid"
      • any remaining encumbered value will not be released (will still be unavailable).(will be handled by separate feature)


 Comments   
Comment by Craig McNally [ 25/Apr/19 ]

Notes:

  • Move invoice from open to reviewed (User must click a button)
    • Will need a way for invoices to skip the reviewed step for some institutions or specific workflows involving third party systems

I don't think there is anything special we need to do on the backend here... changing the status is just an update via PUT, the tenant setting can be stored in mod-configuration.

  • Move invoice from reviewed to approved (User must click a button)
    • Generate Voucher based on invoice
    • Once approved the invoice information can not be updated by a user (Outside of marking as paid or canceled)

Need story to create voucher via mod-finance(-storage?)
Need story to prevent updates of approved invoices (aside from status changes)

  • Move invoice from approved to paid (User must click a button, or system updates status)
    • Voucher is marked as paid
    • All associated POLs are marked as "Fully paid" (See next bullet for exception)
    • Subtract amount encumbered by the the Invoice line total however the resulting value can not be negative (will be handled by separate feature)
    • Allow user to select "Do not release encumbrances" for each invoice line (For ongoing orders this will be reversed)
      • If checked POL payment status will not be updated to "Fully Paid"
      • any remaining encumbered value will not be released (will still be unavailable).(will be handled by separate feature)

Need story to mark voucher as paid
Need story to update POLs as "Fully Paid" including special handling of ongoing orders/"Do not release encumbrances"
Need story to actually release encumbrances via mod-finance (blocked for now - placeholder story only)

Comment by Dennis Bridges [ 23/Sep/19 ]

Remaining stories were moved to UXPROD-2060 Closed for completion in Q4.

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