Bug 17876 - Show more invoice information in subscription details
Summary: Show more invoice information in subscription details
Status: RESOLVED DUPLICATE of bug 21467
Alias: None
Product: Koha
Classification: Unclassified
Component: Serials (show other bugs)
Version: master
Hardware: All All
: P5 - low enhancement with 10 votes (vote)
Assignee: Jonathan Druart
QA Contact: Testopia
URL:
Keywords:
Depends on:
Blocks:
 
Reported: 2017-01-10 15:27 UTC by Katrin Fischer
Modified: 2018-10-29 23:08 UTC (History)
4 users (show)

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Change sponsored?: Sponsored
Patch complexity: ---
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Description Katrin Fischer 2017-01-10 15:27:56 UTC
When using the acquisitions and the 'order from subscription' feature, there is an acquisition details block visible on the subscription detail page.
This block shows the current order and the amount spent for the last order. In some cases, there are multiple invoices for a serial subscription during the year, for example, if they are paid quarterly. 

It would be helpful for the library if we could show all 'amounts spend' for the last and current year, to be able to compare and easily spot price changes. 

It might also be nice to have a 'show all' feature that gives you a complete overview.
Comment 1 Maura Stephens 2018-01-10 10:29:32 UTC
I would fully support this enhancement. We also have the issue here of paying for print and online versions on the same subscription, so we would have at least 2 invoices per title every year.
Comment 2 Séverine Queune 2018-03-09 13:51:16 UTC
The BULAC (http://www.bulac.fr/) would like to sponsor this development !

As long as “Change sponsored?” is set on “Seeking developer”, anyone wanting to quote us for the development of such a feature or just ask for more information is welcome to write to us: <sigb@bulac.fr>.
Comment 3 Séverine Queune 2018-09-21 12:45:47 UTC
Here is a description of the workflow we thought of.


On reception page (cgi-bin/koha/acqui/orderreceive.pl) :

When an order is linked to a subscription, a check-box is used to activate the 'Partial receipt mode', which will create a new order line.

2 fields of this new order are displayed : 'actual cost' (pre-filled or empty ? I would prefer empty) and 'internal note' to add precision about the partial receipt (number of the issue, invoice for the trimester / semester, etc.)
I don't have an opinion about setting to "read only" the 'actual cost' and 'internal note' of the original line order when partial receipt mode in on. 

Could be useful to display details of the order lines linked to the the 'parent_ordernumber' at the bottom of the page, with the following informations : ordernumber, datereceived, order_internalnote, actual cost (I never remember if this input is 'unitprice', 'rrp', 'ecost' or another field of the 'aqorders' table...)
A sum of all the partial receipt could also be displayed. 

When receipt is saved, the new line order status is 'Complete' and linked to the original order line thanks to the 'parent_ordernumber' field.
The link between order line and subscriptionid needs to be kept.

The status of the original order line is set to 'Partial'.
I think I remember the behaviour is the opposite for standing orders (I can be wrong, we don't use them and the tests I did was long ago) but it's important for us to keep the original ordernumber in the list of the orders to receive because our vendors use them as a reference on the invoices.


I don't know yet what should be the behaviour for the last receipt.
I thought of 2 different workflows :

 A - the last receipt is done as usual (without checking the 'partial' check-box) ; the 'actual cost' is modified to match the invoice price :
        --> pros : automatic 'Complete' status when saving the receipt 
        --> cons : no general vision on the total price of the subscription for a whole year

B - the last receipt is done as a partial one + checking a (new) box "Last invoice // Complete receipt"
        --> pros : automatic 'Complete' status
        --> pros : with the total of the 'children' order lines, the 'actual cost' of the original order can easy be modified to represent the exact cost of the subscription for the year
        --> cons : to me (but I'm not a developer...) it seems to be very complex to develop because in that case not all orders are supposed to be used for funds calculation (total ordered / spent ; original vs. all its children ?)
        --> pros : as a user, it's seems the ideal behaviour



On subscription page (cgi-bin/koha/serials/subscription-detail.pl?) :

Could be great to have the original order line displayed with a 'Collapse / Expand' option like it exists for children funds (cgi-bin/koha/admin/aqbudgets.pl) to see the partial receipts, especially whit the B option as last receipt.



On acquisition details tab (cgi-bin/koha/catalogue/detail.pl) :

Same as above, or only the original order line seems to be useful on that view (easy links to basket or subscription if more details are needed)
Comment 4 Jonathan Druart 2018-10-02 01:55:31 UTC
I will try to provide an attempt on bug 21467 to answer this need.
Comment 5 Jonathan Druart 2018-10-29 23:08:11 UTC

*** This bug has been marked as a duplicate of bug 21467 ***