Acq: Charges added to Purchase Orders are not transferring to Invoices

[Christine Burns]

Evergreen 2.4
Ubuntu LTS 12.04/Precise
Postgres 9.1

In the Acquisitions Module when a charge is added to the purchase order, it is not being transferred to the Invoice when you click on Create Invoice. The charge is counted as an encumberance.

We would like for the Charges to be transferred to the Invoice with the line items.

This is currently causing issues with Duplicate debts.

Shipping Charge added to Purchase Order --> Purchase Order converted to Invoice --> Shipping Charge does not show on the Invoice --> Users are adding a Shipping Charge to the Invoice --> Encumberance is duplicated.

[Jennifer Pringle (jpringle-u)]

Ideally there should be a way to link specific charges to specific invoices the way we can do with line items.

[Bill Erickson (berick)]

This does not match my experience with direct charges. Can someone confirm this is still an issue and, if so, exactly how to reproduce?

[Kathy Lussier (klussier)]

I tried this workflow about a month ago (didn't realize there was an LP bug for it). I added a direct charge and then created an invoice from the PO. The direct charge did show up on the invoice.

However, as Jennifer noted above, there is no way to link the charge to specific invoices.

So I would say my results were the same as Bill's.

[Kathy Lussier (klussier)]

I'm going to mark this bug incomplete since both Bill and I were unable to replicate the problem. I spent quite a bit of time this morning creating invoices that successfully carried over any/all direct charges from the PO. Maybe the code that initially caused this problem got fixed in some other acq work.

Christine, if you continue to see this behavior, feel free to report back here!

[Leslie St. John (lstjohn-deactivatedaccount)]

EG ver. 9.2.1
We are having issues with a similar problem right now. For us this happens with EDI invoices only. The EDI invoices arrive with direct charges but the encumbered direct charges on the PO are never unencumbered and remain on the PO creating duplicates and unbalanced funds. We have tried several ways to get the direct charges to unencumber to no avail. Currently we are paying the invoice and then going back to the PO and deleting the direct charges.