[Koha-bugs] [Bug 17876] Show more invoice information in subscription details

bugzilla-daemon at bugs.koha-community.org bugzilla-daemon at bugs.koha-community.org
Fri Sep 21 14:45:47 CEST 2018


https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17876

Séverine Queune <severine.queune at bulac.fr> changed:

           What    |Removed                     |Added
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             Status|NEW                         |In Discussion
  Change sponsored?|Seeking developer           |Sponsored

--- Comment #3 from Séverine Queune <severine.queune at bulac.fr> ---
Here is a description of the workflow we thought of.


On reception page (cgi-bin/koha/acqui/orderreceive.pl) :

When an order is linked to a subscription, a check-box is used to activate the
'Partial receipt mode', which will create a new order line.

2 fields of this new order are displayed : 'actual cost' (pre-filled or empty ?
I would prefer empty) and 'internal note' to add precision about the partial
receipt (number of the issue, invoice for the trimester / semester, etc.)
I don't have an opinion about setting to "read only" the 'actual cost' and
'internal note' of the original line order when partial receipt mode in on. 

Could be useful to display details of the order lines linked to the the
'parent_ordernumber' at the bottom of the page, with the following informations
: ordernumber, datereceived, order_internalnote, actual cost (I never remember
if this input is 'unitprice', 'rrp', 'ecost' or another field of the 'aqorders'
table...)
A sum of all the partial receipt could also be displayed. 

When receipt is saved, the new line order status is 'Complete' and linked to
the original order line thanks to the 'parent_ordernumber' field.
The link between order line and subscriptionid needs to be kept.

The status of the original order line is set to 'Partial'.
I think I remember the behaviour is the opposite for standing orders (I can be
wrong, we don't use them and the tests I did was long ago) but it's important
for us to keep the original ordernumber in the list of the orders to receive
because our vendors use them as a reference on the invoices.


I don't know yet what should be the behaviour for the last receipt.
I thought of 2 different workflows :

 A - the last receipt is done as usual (without checking the 'partial'
check-box) ; the 'actual cost' is modified to match the invoice price :
        --> pros : automatic 'Complete' status when saving the receipt 
        --> cons : no general vision on the total price of the subscription for
a whole year

B - the last receipt is done as a partial one + checking a (new) box "Last
invoice // Complete receipt"
        --> pros : automatic 'Complete' status
        --> pros : with the total of the 'children' order lines, the 'actual
cost' of the original order can easy be modified to represent the exact cost of
the subscription for the year
        --> cons : to me (but I'm not a developer...) it seems to be very
complex to develop because in that case not all orders are supposed to be used
for funds calculation (total ordered / spent ; original vs. all its children ?)
        --> pros : as a user, it's seems the ideal behaviour



On subscription page (cgi-bin/koha/serials/subscription-detail.pl?) :

Could be great to have the original order line displayed with a 'Collapse /
Expand' option like it exists for children funds
(cgi-bin/koha/admin/aqbudgets.pl) to see the partial receipts, especially whit
the B option as last receipt.



On acquisition details tab (cgi-bin/koha/catalogue/detail.pl) :

Same as above, or only the original order line seems to be useful on that view
(easy links to basket or subscription if more details are needed)

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