Works as expected. The outlier scenario described in the comments below will be addressed in a future release in a separate story.

Hello @Joseph Reimers , the fix will be done in the scope of a new ticket. Thank you!

Hi @Daria Reznikova, let’s go ahead and make that fix. Should I assign to you or someone else, or do you want to create a new story?

Tested on https://folio-etesting-snapshot2-diku.ci.folio.org/ , works as expected except for one case

1) Budget is automatically set to Planned when creating a budget for the future FY on Batch edit screen

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2) Budget is automatically set to Planned when creating a budget for the future FY via uploading .csv

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@Joseph Reimers , Could you please review? Thank you!

I’ve also found one scenario when budget status is not automatically set to Active or Planned: when the user first puts values in the Allowable expenditure/encumbrance fields and then specifies Allocation adjustment. Works fine in case of filling in description or tags fields and then specifying Allocation adjustment (Please, see the attached video). I spoke with the developers, they can fix it so that the budget status is automatically set in the case of initially filling in Allowable expenditure/encumbrance fields and then specifying Allocation adjustment. Could you please confirm that the described behavior is expected? Thank you!

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Tested on https://folio-snapshot.dev.folio.org/ (finance version: 8.0.109900000000187)

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