JIRA issue:
Jira Legacy | ||||||||||
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Use Cases & Requirements:
Legend |
Scope may require separate feature |
Requirement | Status | Use cases | ||||||||
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Treat create invoice from point of receipt as separate features |
| In general the payment of invoices is tied to the receiving workflows. | ||||||||
Allow user to create multi-line invoices based on one OR more 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. | ||||||||
Treat create invoice from point of receipt as separate features |
| 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 |
| Kimberly P, manual often come through email and are electronic database orders. Often start order using notes and payment history. | ||||||||
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. |
| 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. | ||||||||
Allow user to select specific POLs |
| 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. |
Questions:
Questions | Status | Conclusions | Comments | ||||||||
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The workflow required to create invoice from receiving pieces? (Is this possible? Is it really important to users?) |
| This will be treated as a separate feature request. | See deferred requirements above. There are libraries that have invoicing workflow that are very closely tied to receiving. This can span one-time and ongoing orders. | ||||||||
The workflow required to create invoice from PO
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