Group and Ledger summary for Net Transfers do not include Rollover transfer amounts.

Description

Overview: Group and Ledger summary for Net Transfers do not include Rollover transfer amounts.

Steps to Reproduce:

  1. Log into some FOLIO environment as User X

  2. Create Fiscal year A, Ledger A, Group A, Fund A and budget A

  3. Allocate 1000 to budget

  4. Add Fund A to Group A

  5. Create upcoming fiscal year

  6. Click Rollover ledger

  7. Set budget to rollover available amount as "transfer"

  8. Make Fiscal year B the current fiscal year

  9. View group A summary for fiscal year B

Expected Results: Net transfers is 1000
Actual Results: Net transfers is 0
**

Additional Information: The transfers currently being captured in the group summaries are any transfers between the funds in the group and funds not in the group – not any transfers from the budget for the previous fiscal year to the budget in the current fiscal year.
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CSP Request Details

None

CSP Rejection Details

None

Potential Workaround

None

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Dennis Bridges December 12, 2024 at 3:26 PM

this was released with Orchid. I believe the root cause of why you are still not seeing the rollover transfers at this level is actually For which we are currently seeking approval for Q CSP8 release.

Thomas Trutt December 11, 2024 at 9:23 PM

if this could be included in CSP-8 that would be great.

Dennis Bridges February 6, 2023 at 4:58 PM

Test successful in folio-snapshot.

NinaChistova February 2, 2023 at 10:10 AM

Tested on https://folio-snapshot-2.dev.folio.org/

Works as expected

could you please review? Thank you!

Ann Crowley January 26, 2023 at 4:08 PM

- Great! Thank you!

 

Done

Details

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Priority

Story Points

Sprint

Development Team

Thunderjet

Fix versions

Release

Orchid (R1 2023)

RCA Group

Incomplete/missing requirements

Affected releases

Nolana (R3 2022)
Morning Glory (R2 2022)
Lotus (R1 2022)
Kiwi (R3 2021)

Affected Institution

!!!ALL!!!

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Created January 4, 2023 at 10:32 PM
Updated December 12, 2024 at 3:26 PM
Resolved February 6, 2023 at 4:58 PM
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TestRail: Runs