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Requirement | Status | Use cases | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Generally The In general the payment of invoices is tied to the receiving workflows. | |||||||||
| Allow user to create multi-line invoices based on one OR more POs and POLs |
| System running single line POs generally still has multi line invoices. Mostly the one off vendors that are not setup for EDI but there may still be a significant amount of ordering through them. | ||||||||
| 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. | |||||||||
| Begin workflow from Purchase order search and filter screen |
| Kimberly P, manual often come through email and are electronic database orders. Often start order using notes and payment history. | ||||||||
| Provide an alternative workflow to the ui-plugin-find-POL |
| Problematic about the find POL
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. | ||||||||
| Allow users to create invoices lines with negative amounts |
| 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. |
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