From 52c11b2770af4bfe617845f9544273228fbbf371 Mon Sep 17 00:00:00 2001 From: Bill Erickson Date: Wed, 14 Mar 2018 12:56:07 -0400 Subject: [PATCH] LP#1635354 Invoice close date/by release notes Signed-off-by: Bill Erickson Signed-off-by: Kathy Lussier --- .../Acquisitions/invoice-close-date.adoc | 34 ++++++++++++++++++++++ 1 file changed, 34 insertions(+) create mode 100644 docs/RELEASE_NOTES_NEXT/Acquisitions/invoice-close-date.adoc diff --git a/docs/RELEASE_NOTES_NEXT/Acquisitions/invoice-close-date.adoc b/docs/RELEASE_NOTES_NEXT/Acquisitions/invoice-close-date.adoc new file mode 100644 index 0000000000..e0fc6f7f48 --- /dev/null +++ b/docs/RELEASE_NOTES_NEXT/Acquisitions/invoice-close-date.adoc @@ -0,0 +1,34 @@ +Invoice Closed Date and Closed By Fields +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ +Acquisitions invoices have 2 new fields: + +* Close Date -- This is set to the time when the ACQ user clicks the "Close" + button in the invoice interface. + ** This field 'replaces' the existing 'complete' field. An invoice is + considered complete if a close date value is set. +* Closed By -- This is set to the logged in staff user who performs the + "Close" action. + +As with the now-defunct 'complete' field, but new fields are cleared in the +event an invoice is reopened. + +These new fields are visible in the invoice interface under the +'Show Details' action for closed invoices. + +Upgrading Invoice Reports ++++++++++++++++++++++++++ + +Existing report templates that reference the invoice 'complete' field +should be modified to check whether the new close_date field is NOT NULL +instead. + +Other Upgrade Considerations +++++++++++++++++++++++++++++ + +At deploy time, all invoices with a 'complete' value of TRUE will have their +'close_date' field set to NOW. A value is required, since this field is +now the source of whether an invoice is open or closed. + +However, no values will be applied to the closed_by field for already closed +invoices. + -- 2.11.0