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    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
    <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>
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<item>
            <title>[UXPROD-2838] Create invoice automatically from purchase order</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-2838</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;b&gt;Current situation or problem&lt;/b&gt;: &lt;br/&gt;
Creating invoices is time consuming. Given the majority of invoices relate to 1 purchase order record and a library will have though sands of orders per year, there is a potential for significant time saving.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;In scope&lt;/b&gt; &lt;br/&gt;
Ability to create an invoice with invoice lines from a Purchase order with at least 1 purchase order line. &lt;br/&gt;
If PO information is complete the system should populate enough information into the invoice that it can immediately be approved &lt;br/&gt;
Upon creation the order should show the related invoice information&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Out of scope&lt;/b&gt; &lt;br/&gt;
Approve invoice from PO or take other action on invoice from PO &lt;br/&gt;
Create multiple invoices from multiple orders at one time&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Use case(s)&lt;/b&gt; &lt;br/&gt;
The ability to be within the Orders app, looking at a PO, and select a &#8220;Create Invoice&#8221; button from within that PO. This would pre-populate a new Invoice record with the associated vendor, cost, fund codes, quantity, link to inventory, etc. so that duplication of that information in creating an invoice does not have to take place.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Proposed solution/stories&lt;/b&gt; &lt;br/&gt;
Add a &quot;Create invoice&quot; action to the PO actions menu. &lt;br/&gt;
Order must be in &quot;Open&quot; workflow state &lt;br/&gt;
Order lines with Payment status &quot;Payment not required&quot; or &quot;Fully paid&quot; are ignored&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Links to additional info&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;&lt;a href=&quot;https://miro.com/app/board/uXjVOxNlOs0=/?share_link_id=344111859854&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://miro.com/app/board/uXjVOxNlOs0=/?share_link_id=344111859854&lt;/a&gt;&#160;&lt;/p&gt;

&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/wiki/display/ACQ/Create+invoice+automatically+from+purchase+order&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-org.atlassian.net/wiki/display/ACQ/Create+invoice+automatically+from+purchase+order&lt;/a&gt;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Questions&lt;/b&gt;&lt;/p&gt;</description>
                <environment></environment>
        <key id="11730">UXPROD-2838</key>
            <summary>Create invoice automatically from purchase order</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="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>accessibility</label>
                            <label>invoices</label>
                            <label>nolana-plan</label>
                    </labels>
                <created>Thu, 3 Dec 2020 18:00:27 +0000</created>
                <updated>Mon, 28 Nov 2022 21:19:21 +0000</updated>
                            <resolved>Mon, 28 Nov 2022 21:19:21 +0000</resolved>
                                                    <fixVersion>Nolana (R3 2022)</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>9</watches>
                                                                    <issuelinks>
                            <issuelinktype id="10008">
                    <name>Defines</name>
                                            <outwardlinks description="defines">
                                        <issuelink>
            <issuekey id="30855">UINV-420</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="30852">UINV-421</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="25441">UIOR-985</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="25519">UIOR-990</issuekey>
        </issuelink>
                            </outwardlinks>
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                                        <issuelink>
            <issuekey id="29192">UX-482</issuekey>
        </issuelink>
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