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JIRA issue: 

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serverSystem Jira
columnIdsissuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUXPROD-2838


Problem(s):

  1. Creating invoices manually is a slow process that requires copying and pasting ID numbers (POL number) and navigating between multiple apps

Use Cases & Requirements:

Requirement

Status

Use cases


Status
colourYellow
titlePending

Generally The payment of invoices is tied to the receiving workflows.



System running single line POs generally still has multi line invoices.


Some times payment is made in advance of receipt. Currently Chicago has a backlog of receipts and is paying in advance.


Mostly the one off vendors that are not setup for EDI but there may still be a significant amount of ordering through them.


Kimberly P, manual often come through email and are electronic database orders. Often start order using notes and payment history.



Problematic about the find POL

  • Not knowing what has been selected to be added.
  • It is not clear in what order invoice lines will be added. Ideally we could influence the order of the lines because the invoice from the vendor has everything in a specific order.


Creating orders from amazon the invoice will not include any order detail so we need to find the FOLIO order by title


Many clicks for the single line invoice. Create from PO would be helpful here in saving the user clicks.



A number of vendors do not send credit invoices through EDI as they are often 1 or 2 lines. So they are entered by hand.

Questions:

Questions

Status

Conclusions

Comments


Status
colourBlue
titleopen



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