Receiving a previously cancelled line item does not restore fund debit

Bug #1829954 reported by Tiffany Little on 2019-05-22
This bug affects 1 person
Affects Status Importance Assigned to Milestone

Bug Description

On a 3.2 system.

To test:
1. Create a purchase order with at least one line item.
2. Activate the PO.
3. Mark the line item as Cancelled (a true cancel). Line item changes to white. Fund debit is deleted.
4. Receive the line item.

Note that the line item's status is now received, but the fund debit is not restored to the fund.

This is semi-related to bug #1214998.

It is reasonable that you may need to either uncancel a line item, or that you may cancel a line item and then the item may arrive and need to be received. (If you cancelled the line item without realizing that the item was already in transit to you, for example.) If a line item has already been cancelled and then needs to be received--as we now have the item in hand and are expected to pay for it--I would expect that marking the LI as received would restore the fund debit.

Revision history for this message
Christine Morgan (cmorgan-z) wrote :

I tried to reproduce this on our 3.2.4 test system and did see that the original fund_debit was not restored. However, when the cancelled line item was received, a new fund_debit with a different ID was created with encumbrance = true. The encumbrance was set to false when the line item was then invoiced. The copy, however, was not restored, and I think it should be so that you don't lose that link between the line item and the copy. Or, there should be a way to link the new copy you add, back to the line item.

Revision history for this message
Tiffany Little (tslittle) wrote :

Given Christine's testing, I went back to the drawing board with this one. I can confirm that I saw the same thing as Christine--original fund debit is not restored, but a new one is created. Also, +1 to her comment that it should restore the copy.

But when I dug deeper and actually reproduced the workflow that caused this, I got my original result. Basically, if the item is on-order, then marked cancelled, and then later invoiced (possibly by EDI), the fund debit is not restored when received. So what happened for one of our libraries is that the staff member cancelled the item, but then the invoice came in via EDI, which linked to that lineitem. Then he got the materials and when he marked them as received, the fund debit was not restored. So if the cancelled lineitem is linked to an invoice and *then* received, the fund debit isn't restored.

So, in brief, to test:
1. Create a purchase order.
2. Create a brief record to create a new line item.
3. Give it price, etc. info.
4. Activate.
5. Mark the lineitem as Cancelled: By Vendor. If you're cross-checking your associated fund, you'll see the fund debit disappears.
6. Create an invoice from that lineitem and save it.
7. Go back to the PO and receive the lineitem.
8. Cross check your fund and you'll see there is no corresponding fund debit.

Revision history for this message
Christine Morgan (cmorgan-z) wrote :

Following Tiffany's steps I was able to reproduce this behavior on 3.2.8. +1 to Tiffany for digging deeper.

Changed in evergreen:
status: New → Confirmed
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