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