Budgets not created during FYRO for some ledgers

Description

Overview: After rolling over our first ledger, where everything worked properly. The next three ledger rollovers for the same fiscal year series resulted in NO new budgets being created

This was found in the Cornel environment but also reported by Duke in their test environment recently.

Steps to Reproduce: (TBD) - attempts to reproduce this in testing environments have not been successful. When rolling over multiple ledgers for one fiscal year series budgets were created as expected

  1. Log into some FOLIO environment as User X

  2. Click this

Expected Results: New budgets with or without allocations are created for all active Funds during rollover for each ledger

Actual Results: Budgets with or without allocations are created successfully for the first ledger the library rolls over but NOT for the following ledgers

Additional Information: Ask Dennis for logs from FSE Ticket
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CSP Request Details

None

CSP Rejection Details

None

Potential Workaround

None

Attachments

7

Checklist

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Dennis BridgesJune 1, 2022 at 4:39 PM

Test successful in FOLIO-snapshot

Dennis BridgesMay 31, 2022 at 7:44 PM

Thx  this fix has already been tested and released for Kiwi HF3 and Lotus HF1 under the following stories , . This remaining JIRA issue is to make sure it is also tested for the Morning Glory release. 

patty.wanningerMay 31, 2022 at 3:14 PM

FOLIO Implementers discussed 5/31/2022 - need to be fixed ASAP in both Kiwi and Lotus as comments above. Morning Glory is after many libraries' FY.

Andriy KundyukovMay 18, 2022 at 1:53 PM

 I'm glad it worked! And regarding your previous question, indeed this fix will be in both Kiwi and Lotus.

Ann CrowleyMay 17, 2022 at 8:40 PM

- it worked!! I was able to rollover the Contract College unit, then CU Medical and Lab of O.  Yay!!!  Thank you

Done

Details

Assignee

Reporter

Tester Assignee

Priority

Story Points

Sprint

Development Team

Thunderjet

Fix versions

Release

Morning Glory (R2 2022)

RCA Group

Implementation coding issue

CSP Approved

Yes

Affected Institution

Cornell
Duke
University of Chicago

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Created February 15, 2022 at 4:43 PM
Updated June 27, 2022 at 8:01 AM
Resolved June 1, 2022 at 4:39 PM
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