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    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
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    <language>en-us</language>    <build-info>
        <version>1001.0.0-SNAPSHOT</version>
        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
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<item>
            <title>[UXPROD-2415] Add &apos;Pending&apos; status for invoice and Commit money on transition to &apos;Open&quot; </title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-2415</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;Overview: When 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 approved (as per 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-2393&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-2393&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Set money aside as awaiting payment for Invoices that are &amp;#39;Approved&amp;#39;&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-2393
        &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;
). For some institutions this money must be committed earlier in the workflow.&lt;/p&gt;

&lt;p&gt;Note: RM SIG discussion (May 1, 2020) revealed that we must commit money on approval at the 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. &lt;b&gt;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;/b&gt;&lt;/p&gt;

&lt;p&gt;Use cases:&lt;br/&gt;
Some institution prefer to consider money committed as soon as invoices arrive. This way as soon as invoices arrive the impact can be seen in the budget.&lt;br/&gt;
Institution uses approval step only to indicate that an invoice should be paid by the accounting system and when there are only one or two approvers it can result in a backlog of invoices for approval. In this case we want the money to show as committed earlier so staff can make more informed decisions about purchasing.&lt;/p&gt;

&lt;p&gt;Requirements:&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Add a &apos;Pending&apos; status for invoices&lt;/li&gt;
	&lt;li&gt;Create awaiting payment transactions when invoice transitions from Pending to Open&lt;/li&gt;
	&lt;li&gt;perform all necessary checks&lt;/li&gt;
	&lt;li&gt;Allow user to continue to edit invoices that are Open and update awaiting payment values accordingly&lt;/li&gt;
&lt;/ul&gt;
</description>
                <environment></environment>
        <key id="11692">UXPROD-2415</key>
            <summary>Add &apos;Pending&apos; status for invoice and Commit money on transition to &apos;Open&quot; </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="13731">UXPROD-3439</parent>
                                    <priority id="10003" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p4.svg">P4</priority>
                        <status id="1" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/open.png" description="The issue is open and ready for the assignee to start work on it.">Open</status>
                    <statusCategory id="2" key="new" colorName="blue-gray"/>
                                    <resolution id="-1">Unresolved</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>finances</label>
                            <label>needs-ranking</label>
                            <label>round_iv</label>
                    </labels>
                <created>Fri, 1 May 2020 16:04:23 +0000</created>
                <updated>Thu, 9 Dec 2021 20:31:54 +0000</updated>
                                                                                <due></due>
                            <votes>0</votes>
                                    <watches>2</watches>
                                                                <comments>
                                                            <comment id="17947" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Wed, 17 Jun 2020 21:15:08 +0000"  >&lt;p&gt;TAMU comment from Round IV Outliers spreadsheet: This allows for another layer of invoices status that would then have money spent in the system sooner in the process rather than later.  This is crucial towards the end of the fiscal year acquiring that we have that check sooner in the process to see if funds have been depleted and make further decisions on budget transfers if needed.&lt;/p&gt;</comment>
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