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Feature (TBD)

Problem(s):

  1. Users must be granted access to settings area to manage voucher exports.
  2. Configuration of export settings and operational functions of voucher export are performed in the same interface area.

Use Cases & Requirements:

RequirementStatusUse cases

Provide a view of Batch Voucher exports for all batch groups, outside of system settings, that is accessible from the invoices application

Allow user to trigger the manual export from this view

Status
colourYellow
titlePending

Proposed workflow:

MiroAccessLinkhttps://miro.com/app/live-embed/uXjVOWZHwpc=?boardAccessToken=V2wsWpvmRjlfCXTyDPzD4QSh0bd6mdIj&autoplay=trueHeight360BoardTitleExport records in delimited file formatWidth640
Library invoice manager needs to trigger export of financial activity for accounting but only for their department. (Library has multiple batch export groups)
Allow user to search and download existing voucher exports from this view

Status
colourYellow
titlePending

Library invoice manager need to download or check the status of a previous Batch export at the request of the accounting department.
Require that user explicitly choose batch group before they can run an export

Status
colourYellow
titlePending

Librarian managing export activities could potentially change other configurations or mistakenly trigger export for a separate batch group.


Proposed workflow:

Image Added


Questions:

Is the export of invoice records really necessary for operating functions?

Question

Status

Conclusion

Comments


Status
colourBlue
titleopen




Work Breakdown Structure:

Features:

Jira Legacy
serverSystem Jira
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUXPROD-3435

UI Stories

Jira Legacy
serverSystem Jira
columnIdsissuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
maximumIssues20
jqlQuery(issuekey in linkedIssues("UXPROD-3435") AND project in (UIOR, UIREC, UIV, UIF, UINV, UIORGS, STFORM, UIAC, UIPFO, UIPFCONT, UIPCITEM, UIPFINT, UIPFPOL))
serverId01505d01-b853-3c2e-90f1-ee9b165564fc

MOD Stories

Jira Legacy
serverSystem Jira
columnIdsissuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
maximumIssues20
jqlQuery(issuekey in linkedIssues("UXPROD-3435") AND project in (MODORDERS, MODVEND, EDGOAIPMH, EDGORDERS, MODCRED, MODFISTO, MODFUND, MODGOBI, MODINVOICE, MODINVOSTO, MODOAIPMH, MODORDSTOR, MODREC, MODORGS, MODINV, MODCONF, EDGOAIPMH, mod-organizations-storage, mod-organizations, MODEBSNET))
serverId01505d01-b853-3c2e-90f1-ee9b165564fc