Group and Ledger summary for Net Transfers do not include Rollover transfer amounts.
Description
CSP Request Details
None
CSP Rejection Details
None
Potential Workaround
None
Attachments
5
- 02 Feb 2023, 10:09 AM
- 26 Jan 2023, 12:42 PM
- 25 Jan 2023, 07:45 PM
- 24 Jan 2023, 03:45 PM
- 24 Jan 2023, 03:43 PM
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Dennis Bridges December 12, 2024 at 3:26 PM
@Thomas Trutt 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 https://folio-org.atlassian.net/browse/MODFIN-394 For which we are currently seeking approval for Q CSP8 release.
Thomas Trutt December 11, 2024 at 9:23 PM
@Dennis Bridges 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
@Dennis Bridges could you please review? Thank you!
Ann Crowley January 26, 2023 at 4:08 PM
@Damien - Great! Thank you!
Done
Details
Details
Assignee
Dennis Bridges
Dennis BridgesReporter
Dennis Bridges
Dennis BridgesTester Assignee
Dennis Bridges
Dennis BridgesLabels
Priority
Story Points
0
Sprint
None
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
TestRail: Cases
TestRail: Runs
Overview: Group and Ledger summary for Net Transfers do not include Rollover transfer amounts.
Steps to Reproduce:
Log into some FOLIO environment as User X
Create Fiscal year A, Ledger A, Group A, Fund A and budget A
Allocate 1000 to budget
Add Fund A to Group A
Create upcoming fiscal year
Click Rollover ledger
Set budget to rollover available amount as "transfer"
Make Fiscal year B the current fiscal year
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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