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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
colourYellowGreen
titlePendingValidated

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 browse and download existing voucher exports from this view

Status
colourYellowGreen
titlePendingValidated

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
colourYellowGreen
titlePendingValidated

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


Proposed workflow:

Image Removed

Miro
AccessLinkhttps://miro.com/app/live-embed/uXjVOHMIQmI=?boardAccessToken=yfLIR955CjmdwxPkww1sRenqOzEz3h37&autoplay=true
Height360
BoardTitleExport voucher from invoice ui
Width640


Current area where functionality is found:

There are some options here that should only appear is settings and will remain in this area of the interface.

Image Added

Questions:

Question

Status

Conclusion

Comments


Status
colourBlue
titleopen




Work Breakdown Structure:

Features: Jira LegacyserverSystem JiraserverId01505d01-b853-3c2e-90f1-ee9b165564fckeyUXPROD-3435


UI Stories Jira LegacyserverSystem JiracolumnIdsissuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolutioncolumnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolutionmaximumIssues20jqlQuery(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 JiraJIRA
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