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

[UXPROD-783] Ability to create a negative invoice that results in one or many credit transactions Created: 04/Jun/18  Updated: 16/Sep/20  Resolved: 10/Dec/19

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q4 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, credit, invoices, po-mvp, transactions
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Relates
relates to UXPROD-2167 Value management through transactions... Closed
relates to UXPROD-196 Value management through transactions. Closed
relates to UXPROD-1140 CRUD Payment and Credit Vouchers Manu... Closed
relates to UXPROD-1152 CRUD invoices and resolve/process inv... Closed
Epic Link: CRUD invoices and resolve/process invoices
Front End Estimate: Small < 3 days
Front-End Confidence factor: Low
Back End Estimate: Small < 3 days
Development Team: Thunderjet
PO Rank: 110.3
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   

Note: This will likely be moved to Q3 based on the communities priorities and the progress made in the Finance module to date

Purpose: Libraries often receive credit statements that resemble invoices but add value back into the financial system.

Note: Credits are effectively a Negative invoice

High-Level Requirements:
Ability to create a credit record
specify an amount
specify a fund distribution
add a note
identify the type of credit - donation, refund, gift, reimbursement etc



 Comments   
Comment by Benjamin Ahlborn [ 05/Aug/18 ]

Provided a negative invoice.total_amount does not have other side effects: could this be resolved by using a negative invoice.total_amount and a corresponding invoice.note?

Comment by Kristin Martin [ 13/Jun/19 ]

Is this a child of UIF-82 Closed , which is CRUD credit? Do we need to break up that Jira?

Comment by Dennis Bridges [ 14/Jun/19 ]

Kristin Martin This was separated out as it was unclear whether the community wanted to keep creating "negative invoices" as "credits" or allow them to exist as separate functions. This will be discussed in our upcoming meetings as the jack dev group focuses on finalizing invoices in Q3.

Comment by Dennis Bridges [ 10/Dec/19 ]

Invoices can now be created and approved/paid. However, the resulting transactions are being implemented as part of UXPROD-2167 Closed . Once that is complete the user will see payments or credits that result from approving an invoice with either a positive or a negative value.

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