JIRA issue: UXPROD-2838 - Getting issue details... STATUS
Problem(s):
- 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 |
|---|---|---|
PENDING |
Questions:
Questions | Status | Conclusions | Comments |
|---|---|---|---|
OPEN |
Data required to create invoice
Invoice level
- Invoice Date
- Invoice status
- Vendor Name
- Vendor invoice number
- Currency
- Acquisitions method
Invoice line level
- Description
- Quantity
- Subtotal
The workflow required to create invoice from PO
Click "create invoice" action in order actions menu
User arrives at invoice create form with the following fields populated
- Invoice status
- Vendor Name
- Currency
- Acquisitions method
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.
The workflow required to create invoice from receiving pieces? (Is this possible? Is it really important to users?)
Click "create invoice" action in order actions menu