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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-4395] Credit memos in a multi-FY environment</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-4395</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;b&gt;Current situation or problem&lt;/b&gt;: Libraries paying on funds over multiple FYs who receive credit memos need to associate credit memos with the appropriate FY and have a mechanism for resolving credit memos if the associated FY is no longer &quot;open&quot;&lt;/p&gt;

&lt;p&gt;Note: This feature may be covered by 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-3256&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-3256&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Allow user to process invoices against previous fiscal years&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-3256
        &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;
 but we need to verify and build test cases for validation.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;In scope&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Out of scope&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;Cancellations/disemcumbrances not associated with credit memos or refunds&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Use case(s)&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;Library places a preorder with prepayment in FY 2020. In FY 2022, the vendor issues a credit memo because they cannot or will not fulfill that order. Library needs to associate that credit memo with FY2020.&lt;/p&gt;

&lt;p&gt;Library places a preorder with prepayment in FY 2020. In FY 2022, the vendor cuts the library a refund check because they cannot fulfill that order. Library needs to assign funds from the check to FY2020 as a credit memo&lt;/p&gt;

&lt;p&gt;Library places a preorder with prepayment in FY 2016. In FY 2022, the vendor issues the library a credit as above. Because FY 2016 is no longer open or payable, library needs a process for handling the credit.&lt;/p&gt;

&lt;p&gt;Credit memo needs to be retrieved via external script for update into external financial system&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Proposed solution/stories&lt;/b&gt;&lt;/p&gt;

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

&lt;p&gt;&lt;b&gt;Questions&lt;/b&gt;&lt;/p&gt;</description>
                <environment></environment>
        <key id="12725">UXPROD-4395</key>
            <summary>Credit memos in a multi-FY environment</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="13740">UXPROD-3440</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="10000">Won&apos;t Do</resolution>
                                                        <assignee accountid="63c9984bbfdb647eb1da556a">Joseph Reimers</assignee>
                                                                <reporter accountid="63c9984bbfdb647eb1da556a">Joseph Reimers</reporter>
                                    <labels>
                            <label>LC-priority1</label>
                            <label>loc</label>
                    </labels>
                <created>Wed, 12 Jul 2023 12:59:01 +0000</created>
                <updated>Thu, 30 Nov 2023 16:41:45 +0000</updated>
                            <resolved>Fri, 1 Sep 2023 20:01:50 +0000</resolved>
                                                                        <due></due>
                            <votes>0</votes>
                                    <watches>1</watches>
                                                                <comments>
                                                            <comment id="14305" author="63c9984bbfdb647eb1da556a" created="Fri, 1 Sep 2023 20:01:50 +0000"  >&lt;p&gt;Covered by 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-3256&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-3256&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Allow user to process invoices against previous fiscal years&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-3256
        &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;
. Verified that the required behavior already exists.&lt;/p&gt;</comment>
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