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Use Cases & Requirements:

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Scope may require separate feature


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Requirement

Status

Use cases

Treat create invoice from point of receipt as separate features

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Grey
title

deferred

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

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colourGreen
titleVerified

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.

Treat create invoice from point of receipt as separate features

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colour

Grey
title

deferred

Some times payment is made in advance of receipt. Currently Chicago has a backlog of receipts and is paying in advance.
Begin workflow from Purchase order search and filter screen for single line invoices

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colourGreen
titleVerified

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 Improve on workflow provided by ui-plugin-find-POL. Allow user to view all selected POLs and adjust sequence in which they will be added to the invoice.

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colourYellowGreen
titlePendingVerified

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.

Allow users to create invoices lines with negative amounts

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colourYellow
titlePending

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.

Allow user to select specific POLs

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colourYellowGreen
titlePendingVerified

When ordering a membership we generally pay for the membership on a single POL but the order may have other POLs representing the additional things included with the membership.

If creating multi-line firm orders you may have certain titles arrive at different times on different invoices. Meaning not all POLs will appear on the same invoice.

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Questions

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Conclusions

Comments


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colourBlue
titleopen

Data required to create invoice

Invoice level

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Invoice line level

  • Description
  • Quantity
  • Subtotal

The workflow required to create invoice from PO

Click "create invoice" action in order actions menu

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User arrives at invoice create form with the following fields populated

  • Invoice status
  • Vendor Name
  • Currency
  • Acquisitions method

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User completes required invoice fields and saves invoice

  • Invoice Date
  • Vendor invoice number

Before invoice displays in view pane the Invoice lines are added based on purchase order line information

Form is dismissed and user arrives at invoice app with newly created invoice displayed in the third pane view.

Invoice status is Open.

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The workflow required to create invoice from receiving pieces? (Is this possible? Is it really important to users?) 

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