Adding finance review to the existing SMD reimbursable process

[ChristinaTremel]

Reimbursable Tracking Page Updates

• Button to trigger, send invoice to finance (similar to Email Invoice)
  • Add record rules to update:
    • Reimbursable Status is Waiting for Finance Approval
    • Sent to Finance is yes
    • Date Sent to Finance is current date
    • Modified Date is current date
    • Modified By is current user

New Review table for Finance to process invoices

• Create new table on Review Invoices that's only visible to Finance user role
  • Link to invoice details
  • Link to work order
  • Confirmation Button to open form
    • Field for them to populate JV number (already exists)
    • Finance Approval Status field for them to either Approve or Deny the invoice (create new)
    • Finance Notes field for them to comment if they deny the invoice (create new)
• Create Finance Staff user role
  • Include: Erin W, Melissa B, and Crystal T
  • Give them Finance + Viewer user roles
  • Finance user role should only have access to these additional pages:
    • The new table on the Review Invoices page
    • Sign Fabrication Work Orders

[susannegov]

8/16

Reimbursable table

• [x] Created new column Send Invoice Finance
• [x] Created form Do you wish to send invoice to finance?
• [x] Added record rules

  Accounts

• [x] Added Finance Staff to GRANT_USER_ROLE and USER_ROLE
• [x] Give them Finance + Viewer user roles to Erin W, Melissa B, and Crystal T
• [x] Finance user role should only have access to these additional pages:
  • The new table on the Review Invoices page
  • Sign Fabrication Work Orders

[susannegov]

8/19

• [x] Created new Review Invoice table in review invoice
  • Filter all reimbursable records where Sent to Finance is Yes
• [x] Added 2 page rules to hide views if Use role contains or does not contain Finance staff
• [x] Added multi-choice Finance Approval Status
• [x] Added Finance Notes field for them to comment if they deny the invoice (create new)
• [x] Added existing JV Number to form (not required currently)
• [x] Modify filter menu status
• [x] Added Record rule. If approve, status is Closed. If reject, status is set to Review required for approval

@ChristinaTremel Is the record rule status above correct?

[ChristinaTremel]

Synced with Susanne to review these enhancements! We made the following changes during the work session:

• Added Finance Approved Date date field to replace the Reimbursement_Processed_by_Finance short text field
  • Populated new finance approved date with data in the old field and deleted the Reimbursement_Processed_by_Finance
• Added Finance Approved By field to capture the approver
• Formatted the All | Reimburseable Invoice table to make the field organization consistent between the requester approval and the finance approval
• Tested finance approval process with test work order: SGN20-054960 and the process was working as expected 🎉
• Updated record rules on Johnny's page when an invoice is rejected by either finance or the requester for the signs invoices.
  • @susannegov Add screenshot

Left to Do:

• [x] Updated record rules on Johnny's page when an invoice is rejected by either finance or the requester for the markings invoices (mirror signs).