Incorrect FY in toast message when transferring funds in prior FY

Description

Description

When users have multiple open fiscal years and transfer money between funds in a past fiscal year AND the transfer is initiated FROM the open budget rather than TO the open budget, the transfer itself occurs correctly, but the confirmation toast message says that the money was transferred to the budget in the current fiscal year. This can lead to confusion.

Note that viewing fund details will show that the transfer itself occurred in the correct fiscal year.

Also note that the FOLIO default is to transfer TO the open budget, not FROM the open budget.

Steps to reproduce

  1. Set up at least 2 fiscal years in succession.

  2. Set up a ledger and assign it to the FY in step 1

  3. Set up 2 funds associated with the ledger

  4. Allocate money to the budgets.

  5. Set FY 2 as the current fiscal year. Ensure that FY 1 remains open and that budgets associated with FY 1 have money.

  6. Within FY 1, transfer money between fund 1 and fund 2 as follows:

    1. Open fund 1

    2. Select Actions → Transfer

    3. Enter fund 1 in the From box and fund 2 in the To box (note that initially fund 1 will be in the To box)

    4. Enter a valid amount in the “amount” box

    5. Click “Confirm”

Expected result

  • Toast message appears: “$[amount] was successfully transferred to the budget [budget name for FY of the transfer”

  • Correct amount was transferred to the budget in the FY of the transfer

Actual result

  • Toast message appears: “$[amount] was successfully transferred to the budget [budget name for current FY”

  • Correct amount was transferred to the budget in the FY of the transfer

 

 

 

CSP Request Details

None

CSP Rejection Details

None

Potential Workaround

This is purely an informational/toast message issue; the actual transfer works as expected. Users should verify that the funds have transferred correctly within the Finance app.

Attachments

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Joseph Reimers March 17, 2025 at 2:48 PM

Works as expected.

NinaChistova March 17, 2025 at 9:16 AM

Verified on snapshot https://folio-etesting-snapshot-diku.ci.folio.org/

Works as expected

could you please review? Thank you!

Yury Saukou March 14, 2025 at 9:47 AM

Tested on (finance version: 8.0.109900000000196)

Done

Details

Assignee

Reporter

Priority

Story Points

Sprint

Development Team

Thunderjet

Fix versions

Release

Sunflower (R1 2025)

RCA Group

TBD

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Created December 17, 2024 at 4:07 PM
Updated March 17, 2025 at 2:48 PM
Resolved March 17, 2025 at 2:48 PM
TestRail: Cases
TestRail: Runs