Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

NOTE: There could be a "Receive on approval" of Order or Invoice in voyager.

Jira
serverFOLIO Issue Tracker
columnIdsissuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUXPROD-3227


Problems

  • TBD


Requirement

Status

Use cases


Status
colourYellow
titlePending

  • In Voyager users are able to trigger a "Receive on approval". Meaning all items that are expected for the order being paid for are marked as received when the invoice is approved.

  • At the point of invoice review, users may also choose to receive all items as the reviewer may be closer to the receipt process. In these workflows, the invoice approver would look at the invoice after the items have been received.

Status
colourYellow
titlePending

  • When loading EDIFACT invoices or MARC invoicing data, user may want to indicate that related items should be considered received on approval of the invoice.

Status
colourYellow
titlePending

  • Shelf ready data coming in will update inventory records, so we are just looking to mark the pieces as received so no one needs to go through the receiving workflow

Workflow 1 - TBD

Add toggle to approval confirmation modal that allows user to indicate they would like all pieces set to received.

Once user clicks confirm the POL Payment and receipt statuses would be changed to Fully paid and Fully received respectively.

This could result in the order being closed automatically

Advantages:

  • Decision can be made on approval
  • Could implement a specific permission for receive on approval

Workflow 2 - TBD

Add toggle to invoice lines that allows user to indicate they would like all pieces for POL to be received when invoice transitions to approved.

This toggle will display in invoice line information in the view pane

Advantages:

  • Could work well in combination with integrations like EDIFACT - allow profiles to be set as receive on approval
  • Control related POLs independently even though they appear on one invoice