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    <title>FOLIO Jira</title>
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    <description>This file is an XML representation of an issue</description>
    <language>en-us</language>    <build-info>
        <version>1001.0.0-SNAPSHOT</version>
        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
    </build-info>

<item>
            <title>[UXPROD-2393] Set money aside as awaiting payment for Invoices that are &apos;Approved&apos;</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-2393</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;Note: This was split from 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-2295&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-2295&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Value management through transactions Part 3 - Fixes and committing/encumbering money for approved invoices&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-2295
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 so that it could be worked on independently.&lt;/p&gt;

&lt;p&gt;Overview: If an invoice is created with no reference to an order line or no reference to any encumbrances through order lines. There is no money committed for the value of the invoice until it is &apos;Paid&apos;.&lt;/p&gt;

&lt;p&gt;Note: RM SIG discussion revealed that we must commit money on approval at very least so awaiting payment values are accurate. Also, Transactions must have links to invoice(s) that contribute to awaiting payment value and this will be created as separate feature. Finally, for some institutions waiting until &quot;Approved&quot; to commit is later than desired so a separate feature will be created to capture work allowing a pending invoice state so Open invoice values can be committed.&lt;/p&gt;

&lt;p&gt;Use cases:&lt;br/&gt;
User approves invoice and does not realize that there is not enough money left in their chosen funds to cover the invoice until trying to pay the invoice&lt;br/&gt;
Administrator is reviewing the current state of finances and can not see how much money they have currently committed to spend because some of the approved invoice amounts are not counted against available budget values as awaiting payment&lt;/p&gt;

&lt;p&gt;Requirements&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Users need the money committed as soon as the invoice(s) are approved&lt;/li&gt;
	&lt;li&gt;Transaction representing this should be identified as &apos;Awaiting payment&apos;&lt;/li&gt;
	&lt;li&gt;Display amount &apos;Awaiting payment&apos; separate from encumbered in transaction list.&lt;/li&gt;
	&lt;li&gt;Once &apos;Payment&apos; is created the &quot;Pending payment&quot; transaction will no longer display in transaction list&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;Proposed approach:&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Create &apos;Pending payment&apos; encumbrances with 0 initial encumbered value to put money aside for payment when the invoice is approved. Conduct all necessary checks for available money. &lt;b&gt;(Note this check should be against the Allowable Expenditure NOT Allowable Encumbrance)&lt;/b&gt;&lt;/li&gt;
	&lt;li&gt;Pending payment is displayed as the type of transaction when source is &quot;Invoice&quot;.&lt;/li&gt;
	&lt;li&gt;When Payment is created the &quot;Pending payment&quot; encumbrance is &apos;release&apos; transaction with initial encumbrance of 0 that are release no longer display in transaction list&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;Questions for dev team:&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Should we create a new transaction type or use Encumbrance transaction type and adjust label? Yes transaction type &quot;Pending payment&quot; will be used&lt;/li&gt;
&lt;/ul&gt;
</description>
                <environment></environment>
        <key id="11436">UXPROD-2393</key>
            <summary>Set money aside as awaiting payment for Invoices that are &apos;Approved&apos;</summary>
                <type id="10002" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium">New Feature</type>
                            <parent id="10793">UXPROD-1152</parent>
                                    <priority id="10002" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p3.svg">P3</priority>
                        <status id="6" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/closed.png" description="The issue is considered finished, the resolution is correct. Issues which are closed can be reopened.">Closed</status>
                    <statusCategory id="3" key="done" colorName="green"/>
                                    <resolution id="10003">Done</resolution>
                                                        <assignee accountid="557058:2f7b6349-450b-419a-ba54-c181f51383ad">Dennis Bridges</assignee>
                                                                <reporter accountid="557058:2f7b6349-450b-419a-ba54-c181f51383ad">Dennis Bridges</reporter>
                                    <labels>
                            <label>acquisitions</label>
                            <label>cap-mvp-split</label>
                            <label>invoices</label>
                            <label>transactions</label>
                    </labels>
                <created>Wed, 22 Apr 2020 17:12:39 +0000</created>
                <updated>Thu, 16 Sep 2021 17:12:28 +0000</updated>
                            <resolved>Mon, 6 Jul 2020 22:16:34 +0000</resolved>
                                                    <fixVersion>Q2 2020</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>1</watches>
                                                                <comments>
                                                            <comment id="14117" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Mon, 6 Jul 2020 22:16:34 +0000"  >&lt;p&gt;Tested in bugfest&lt;/p&gt;</comment>
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                                                                <inwardlinks description="is defined by ">
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            <issuekey id="67197">MODFISTO-106</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="67198">MODFISTO-107</issuekey>
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            <issuelink>
            <issuekey id="66539">MODINVOICE-165</issuekey>
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            <issuelink>
            <issuekey id="66051">UIF-217</issuekey>
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            <issuekey id="11371">UXPROD-2295</issuekey>
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                                                                <inwardlinks description="relates to">
                                        <issuelink>
            <issuekey id="67225">MODFISTO-89</issuekey>
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            <issuelink>
            <issuekey id="67226">MODFISTO-90</issuekey>
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            <issuekey id="66501">MODINVOICE-140</issuekey>
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                            <attachment id="10802" name="Invoice approved.png" size="167337" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Fri, 1 May 2020 17:18:12 +0000"/>
                            <attachment id="10803" name="Invoice paid.png" size="152496" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Fri, 1 May 2020 17:18:13 +0000"/>
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