Skip to:

  1. Skip to Jira Navigation
  2. Skip to Side Navigation
  3. Skip to Main Content

MG Bugfix#1: Encumbered amount remains in Budget summary for fiscal year #2 after rollover when fund name was changing in POL and related paid invoice exists

Description

Overview:

When performing rollover and then changing  fund name in POL (paid invoice related to POL exists) Encumbered amount remains in Budget summary for fiscal year #2

Preconditions:

1.A user with following permissions is logged in:
-Finance: Execute fiscal year rollover
-Finance: View fund and budget
-Finance: View ledger
-Orders: Can edit Orders and Order lines
-Orders: Can view Orders and Order lines

2.Ongoing order in "Open" status with one POL is created, "Re-encumbered" option is active

3."Fund distribution" accordion in POL has 1 fund with following settings:
-"Fund ID" #1 = active fund having money allocation with ledger related to current fiscal year, having NO transactions except money allocation

4."Fund ID" #2 = active fund having money allocation with the same ledger as specified in #3 is created, having NO transactions except money allocation

5.There is Paid Invoice related to created POL

6.A user is on "Ledger" pane with search result for ledger from #3

Steps to Reproduce:

  1. Click on Ledger name on "Ledger pane"

  2. Click Actions->Rollover on "Ledger name" pane

  3. Choose or create the next fiscal year in "Fiscal year" dropdown, check "Rollover allocation" checkbox in "Rollover budgets" accordion,
    check all checkboxes in "Rollover encumbrances" accordion,
    choose "Expended" option in "Based on" dropdown in "Rollover encumbrances" accordion and
    click "Rollover" button

  4. Click "Confirm" button in "Fiscal year rollover" dialog

  5. Click "Close & view ledger details" button on "Ledger" pane

  6. Go to "Orders" app and search for order from preconditions #2

  7. Click on the order from Precondition #2

  8. Click on PO line in "PO lines" accordion

  9. Click Actions->Edit on "PO line details" pane

  10. Change "Fund ID" #1 with "Fund ID" #2 in "Fund distribution" accordion

  11. Click "Save & close" button

  12. Click "Fund name" link in "Fund distribution" accordion on "PO Line details" pane-> "Encumbered" amount in "Budget summary" contains saved value in Step #11

  13. Search for "Fund ID" #1 on "Search & filter pane" and click on it

  14. Click on current budget on "Fund" pane

Expected Results: "Encumbered" amount in "Budget summary" = $0.00
Actual Results: "Encumbered" amount in "Budget summary" contains saved value in Step #11

CSP Request Details

None

CSP Rejection Details

None

Potential Workaround

None

Attachments

4

Checklist

hide

TestRail: Results

Activity

Show:

Dennis Bridges August 22, 2022 at 10:06 PM

Closing this issues as it seems the bug has been resolved. As per the comments above it appears that there is a new issue represented by  that will need to be addressed for MG as well.

Dennis Bridges August 19, 2022 at 4:32 PM
Edited

 I still see error in the log after rollover "Retrieve rollover order ids by chunks failed" but it seems to only reference 1 of the two orders I rolled over.

This is the ledger I used https://bugfest-mg.int.aws.folio.org/finance/ledger/0ebbc1aa-6e26-4ba8-98b7-551da9e56973/view?ledgerStatus=Active&limit=50&offset=0

Orders:

https://bugfest-mg.int.aws.folio.org/orders/view/298d2842-b81c-483f-bac5-675dd67f729d?limit=50&offset=0&qindex=poNumber&workflowStatus=Open

https://bugfest-mg.int.aws.folio.org/orders/view/6a0107af-75ad-4c34-a61b-84f4b5bcacb6?limit=50&offset=0&qindex=poNumber&workflowStatus=Open

Invoices:

https://bugfest-mg.int.aws.folio.org/invoice/view/39751b98-d28f-48c5-913f-828e2b844758

https://bugfest-mg.int.aws.folio.org/invoice/view/e36ad5bb-1da8-466c-aba0-c4aa27a7bb22

Despite this issue the encumbrances were created correctly for the new fiscal year. Ie. the have a status of unreleased. However, I can not edit the orders because the system thinks the invoice I paid before rollover is associated with the new fiscal year. This was not previously an issue so perhaps we could treat that as a new bug and close this story as completed. We can discuss Monday.

NinaChistova August 19, 2022 at 3:44 PM

Tested on https://bugfest-mg.int.aws.folio.org/

Rollover failed under the same conditions as Dennis described above

 

Oleksii Petrenko August 15, 2022 at 9:19 AM

Deployed to MG bf. Please proceed with verification

Dennis Bridges August 10, 2022 at 9:04 PM

Good catch , I will stand by to retest.

Done

Details

Assignee

Reporter

Tester Assignee

Labels

Priority

Story Points

Development Team

Thunderjet

Parent

Fix versions

Release

Morning Glory (R2 2022) Bug Fix

RCA Group

Implementation coding issue

CSP Approved

Yes

TestRail: Cases

Open TestRail: Cases

TestRail: Runs

Open TestRail: Runs

Created August 8, 2022 at 8:56 AM
Updated August 22, 2022 at 10:06 PM
Resolved August 8, 2022 at 8:56 AM
TestRail: Cases
TestRail: Runs