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 | 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 | PENDING | 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. |
PENDING | 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 | PENDING | 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 | PENDING | 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 | PENDING | 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. |
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