[UXPROD-1149] Enable institutions to execute a Fiscal Year end and rollover necessary budgets and other financial objects Created: 04/Apr/18  Updated: 09/Aug/23  Resolved: 09/Dec/21

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: None

Type: Epic Priority: P3
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Done Votes: 0
Labels: ACQDRAFT, acquisitions, post-v1
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Relates
relates to UXPROD-2899 Ability to generate a fiscal year rol... Closed
relates to UXPROD-201 Rollover the ledgers funds/budgets in... Closed
relates to UXPROD-202 Rollover encumbrances of the ledgers ... Closed
relates to UXPROD-203 Close/freeze budgets upon rollover in... Closed
relates to UXPROD-772 Rollover Encumbrances into the next F... Closed
Epic Name: Fiscal Year end and rollover
Development Team: Thunderjet
Start date (migrated):
End date:
Epic Color: ghx-label-8

 Description   

Building the mechanisms and interfaces required for users to be able to rollover their ledgers funds/budgets into a new Fiscal year. Creating new budgets and potentially adjusting orders and encumbrances to account for the start of a new fiscal year.

1. Roll continuing resources funds to new fiscal year (Acquisition)
2. Apply estimated inflation rate (Acquisition)
3. Adjust inflation based on multiyear deals (Manual)
4. Determine continuing resources budget (Acquisition)
5. Allocate money to appropriate fund (Acquisition)
6. Adjust fund balances to account for inflation + total budget (Acquisition)

In Europe, end of fiscal year is always December. *Priority depends on when the library adopts. Most would try to start just as the fiscal year ended. *Sounds like a best practice



 Comments   
Comment by Dennis Bridges [ 09/Dec/21 ]

This epic is being closed as all related features have been delivered. See UXPROD-3442 for additional functionality.

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