Allow user to cancel invoices
- Dennis Bridges
Problem(s):
- There is no logic in place to manage the cancellation of invoices. Once an invoice has been approved there is no going back. The invoice must be paid and if mistakes were made the only way to reverse these is to create a credit invoice.
Use Cases & Requirements:
| Requirement | Status | Use cases |
|---|---|---|
| Set invoice status to canceled | VALIDATED | Invoice may be canceled if Vendor ends up not be able to deliver the material |
| Display transactions generated by canceled invoice as void and add there value back to the budget | VALIDATED | When invoices are canceled there value should no longer be counted against the budget |
Proposed workflow:
User selects the invoice they need to cancel
User clicks action menu in top right
User selects the "Cancel" option from the menu
User is intercepted by confirmation
User confirms cancelation
Invoice status is transitioned to canceled
All related Pending payment, payment and credit transactions are voided
Budget totals are updated
Questions:
Question | Status | Conclusion | Comments |
|---|---|---|---|
OPEN |
Work Breakdown Structure:
Features:
UI Stories
| Key | Summary | T | Created | Updated | Due | Assignee | Reporter | P | Status | Resolution |
|---|---|---|---|---|---|---|---|---|---|---|
| UINV-362 | Un hide permission "Invoice: Cancel invoices" |
|
25/Feb/22 11:08 PM | 28/Mar/22 3:57 PM | Dennis Bridges | Dennis Bridges |
|
Closed | Done | |
| UIF-363 | voided amount not displayed for voided transactions |
|
18/Feb/22 5:37 PM | 03/Mar/22 11:47 AM | Dennis Bridges | Dennis Bridges |
|
Closed | Done | |
| UIF-316 | Display transactions as Voided for canceled invoices |
|
06/Jul/21 7:32 PM | 02/Feb/22 5:49 PM | Dennis Bridges | Dennis Bridges |
|
Closed | Done |
MOD Stories
| Key | Summary | T | Created | Updated | Due | Assignee | Reporter | P | Status | Resolution |
|---|---|---|---|---|---|---|---|---|---|---|
| MODORDERS-672 | Holdings related to package POLs are not displaying Order information in acquisition accordion |
|
01/Apr/22 5:26 PM | 11/Apr/22 5:59 PM | Siarhei Hrabko | Dennis Bridges |
|
Closed | Done | |
| MODINVOICE-385 | Cancel only unreleased 1 encumbrance from an invoice line |
|
28/Mar/22 4:03 PM | 26/Apr/22 10:41 AM | Adesh Singh | Dennis Bridges |
|
Closed | Done | |
| MODINVOICE-360 | Unrelease auto-released encumbrances when cancelling an invoice |
|
09/Feb/22 4:54 PM | 03/Mar/22 3:15 PM | Artsem Churakou | Damien |
|
Closed | Done | |
| MODINVOICE-270 | Cancel invoice : create logic to support invoice cancel operation |
|
05/Jul/21 7:42 AM | 03/Feb/22 11:33 PM | Dennis Bridges | Andrei Makaranka |
|
Closed | Done | |
| MODFISTO-284 | Cancel invoice does not update the encumbrance correctly |
|
03/Feb/22 11:29 PM | 03/Mar/22 3:04 PM | Dennis Bridges | Dennis Bridges |
|
Closed | Done | |
| MODFISTO-274 | Extend transaction schema with voidedAmount field |
|
07/Dec/21 2:13 PM | 19/Jan/22 2:19 PM | Artsem Churakou | Siarhei Hrabko |
|
Closed | Done | |
| MODFISTO-273 | Cancel invoice : Voided transactions will no longer count towards budgets and budget totals need to be updated |
|
05/Jul/21 8:20 AM | 03/Feb/22 11:32 PM | Dennis Bridges | Andrei Makaranka |
|
Closed | Done | |
| MODFIN-230 | Allow PUT for payments/credits to cancel invoices |
|
19/Jan/22 9:35 PM | 21/Feb/22 3:23 PM | Andrei Makaranka | Damien |
|
Closed | Done |