A new encumbrance is needed during FYRO for orders with "Re-encumber" = false

Description

To reproduce:

  • Create and open a one-time order with ReEncumber=false

  • Do a fiscal year rollover (do not rollover anything, although this probably doesn’t change results)

    (no new encumbrance is created, the link to the old encumbrance is retained in the order line fund distribution)

  • Change the dates to be in the new FY

  • Try to remove the fund distribution

Expected:

  • Able to remove the fund distribution, without having any impact on the budgets of the past fiscal year

  • Able to Add new fund distribution, without having any impact on the budgets of the past fiscal year

  • Able to edit fund distribution, without having any impact on the budgets of the past fiscal year

  • The above changes do not impact the encumbered value of current fiscal year unless the user chooses to release encumbrances.

Actual:

  • Get the error: “Purchase order line could not be saved.“ in the UI, backend returns "Cannot process transactions because of an inactive budget for fund <FUNDCODE>"

Fix:

The order rollover should change fund distributions to point to the new encumbrances. It probably would if a new encumbrance was created.

The rollover script, budget_encumbrances_rollover.sql, does not rollover orders when reEncumber=false (see line 711). This means it does not create $0 encumbrances for open orders with reEncumber=false. We want to create these encumbrances to avoid having encumbrance links in fund distributions pointing to past fiscal years.

Approach:

TBD

CSP Request Details

None

CSP Rejection Details

None

Potential Workaround

Ensure that "Re-encumber" is set to true for all orders. Even if you do not plan to re-encumber orders of this type at rollover.

Attachments

6
  • 10 Apr 2024, 08:24 AM
  • 10 Apr 2024, 08:24 AM
  • 10 Apr 2024, 08:24 AM
  • 02 Apr 2024, 08:12 AM
  • 02 Apr 2024, 08:12 AM
  • 01 Apr 2024, 01:59 PM

Checklist

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Activity

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Dennis BridgesApril 23, 2024 at 3:32 PM

Test successful in bugfest-quesnelia

NinaChistovaApril 10, 2024 at 8:24 AM

Tested on Q-Bugfest https://bugfest-quesnelia.int.aws.folio.org/

Works as expected

 

C451634_Q.mp4

 

C451639_Q.mp4

 

C451636_Q.mp4

could you please review? Thank you!

Dennis BridgesApril 3, 2024 at 10:11 PM

Test successful in folio-snapshot.

NinaChistovaApril 2, 2024 at 8:13 AM

Tested on Snapshot, works as expected. Please see attached screencasts.

could you please review? Thank you!

Khamidulla AbdulkhakimovMarch 28, 2024 at 10:33 AM

Tested on snapshot env. Moving to QA review.

Done

Details

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Reporter

Priority

Story Points

Sprint

Development Team

Thunderjet

Fix versions

Release

Quesnelia (R1 2024) Bug Fix

RCA Group

Incomplete/missing requirements

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Created March 18, 2024 at 5:54 PM
Updated August 15, 2024 at 5:14 PM
Resolved April 3, 2024 at 10:11 PM
TestRail: Cases
TestRail: Runs

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