Need link between fund and line items, direct charges

Bug #1633204 reported by Leslie St. John on 2016-10-13
14
This bug affects 3 people
Affects Status Importance Assigned to Milestone
Evergreen
Wishlist
Unassigned

Bug Description

EG 2.9.1

Fund tracking and ordering need to be more closely tied together. One way this might be accomplished is to create a link between the debit and its associated line item or direct charge. Specifically an end user should be able to go to a fund, go to the debits tab, click on an individual debit and be linked to the line item or direct charge that exists because of that debit. Users need to be able to verify what a debit belongs to on the fly without running reports which are also very difficult due to the differences between line items and direct charges and the lack of a reports view that includes both (aside from invoiceable line item summary which only considers invoiceable items, not all items.)

Tags: acq Edit Tag help
Kathy Lussier (klussier) on 2016-10-13
Changed in evergreen:
status: New → Confirmed
importance: Undecided → Wishlist
Bill Erickson (berick) wrote :

The links exist at the DB level (acq.lineitem_detail.fund_debit, acq.po_item.fund_debit). Sounds like we need some new UI bits and maybe some more succinct reporter views.

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