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As a processor I want to check and process approved Purchase Orders so that they can create creditor invoices in Exo

This user story is implemented under this issue.

Conversation

The processor and approver may not be the same person.

Questions

1. Can you describe the subsequent workflow a little more? What happens once the creditor invoice is created in Exo? How are they matched with invoices from the supplier? The invoice is usually present when the purchase order is processed unless we have to pay first and receive the invoice on delivery. A purchase order would be used temporarily in place of the invoice in this case. The invoice is usually marked with the supplier account number and placed in a tray ready for payment. When a payment run is processed Exo lists all invoices due for payment and the Accounts Officer releases them one by one to create a payment run. Invoices are then filed under that payment reference once processed. We need a way to add the purchase order number to the physical document to check authorisation. Maybe a label printer could be used to print the supplier account number and the purchase order number on Processing.
2. Is there an API available which allows the creation of creditor invoices in Exo? How does the spreadsheet import work for kinder fees? Can that mechanism be used? There is a menu item in Exo that has been added to #1 Import and verify a csv with kinder invoice data #2 Process the data to invoices. Rather than having a manual import process I believe that it would be possible to integrate directly into Exo however this needs further discussion. At the least it will be possible to export a csv to a folder on the server and have it automatically import the data and archive the file.
3. What happens if the accounts officer wants to refer the PO back for more information? Next to the process button we could have a "Return to Manager" button which reverts the PO back to submitted stage with a flag to notify the manager and a note. The accounts officer could also make a phone call and fix the issue.
4. Should Approved POs be processed one at a time or in a batch? One at a time would be easiest. I don't see a reason why we should add an extra process (ie batch posting).

Confirmation

Replace this text with descriptions of workflows for testing