Managing Ledgers, Funds, Budgets, Fiscals Years and tracking associated values (UXPROD-1144)

[UXPROD-1218] Ability to create Ledgers, Funds, Budgets and Fiscal Years Created: 01/Oct/18  Updated: 16/Sep/20  Resolved: 05/Dec/19

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q4 2019
Parent: Managing Ledgers, Funds, Budgets, Fiscals Years and tracking associated values

Type: New Feature Priority: P3
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Done Votes: 0
Labels: Q3fromQ2, acquisitions, cap-mvp, finances, po-mvp, q3-2019-developed
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Blocks
is blocked by UIF-45 Adjust Fiscal Year "Code" label to "A... Closed
Relates
relates to MODFIN-53 Update Tag model from mod-finance-sto... Closed
relates to MODFISTO-15 Problem with Start/End dates when cre... Closed
relates to MODFISTO-37 Update LedgerFY table Closed
relates to UIF-120 Cannot create a new ledger or edit an... Closed
relates to UIF-121 Cannot create a new fiscal year or ed... Closed
relates to UIF-123 Select (link) fiscal year during ledg... Closed
relates to UIF-124 Create new fiscal year during ledger ... Closed
relates to UIF-135 Fiscal year Code validation message Closed
relates to MODFIN-36 Expand coverage of unit tests Closed
relates to MODFIN-52 mod-finance project setup Closed
relates to MODFISTO-19 Update fund schema Closed
relates to MODFISTO-21 Create/Update Ledger schemas Closed
relates to MODFISTO-24 Update Budget Schema Closed
relates to MODFISTO-25 Update FiscalYear schema Closed
relates to MODFISTO-31 Add support for querying Budget API b... Closed
relates to MODFISTO-32 Define and implement the LedgerFY API Closed
relates to UIF-27 Budget Percentages should display as ... Closed
relates to UIF-84 Update Ledger record view Closed
relates to UIF-85 Update Fund record view Closed
relates to UIF-86 Update three pane layout for finance app Closed
relates to UIF-90 Update Fiscal year record view Closed
relates to UIF-91 Update create/edit Fund record form Closed
relates to UIF-92 Update Budget record view Closed
relates to UIF-95 Display budget info on Fund record view Closed
relates to UIF-97 Update edit Budget form Closed
relates to UIF-99 Update create Budget workflow Closed
relates to UIF-109 Show the fund types in alphabetical o... Closed
relates to UIF-119 Update the success toast when budget ... Closed
relates to MODFISTO-5 use loadSample/loadReference to load ... Closed
relates to UIF-151 A second fund cannot be created after... Closed
relates to MODFIN-30 Separate mod-finances into mod-financ... Closed
relates to MODFIN-65 Provide currency when creating Fiscal... Closed
relates to MODFISTO-1 Update to RAML 1.0 and RMB 23 Closed
relates to MODFISTO-3 SPIKE: Inheriting status from parent Closed
relates to MODFISTO-4 Update project to RAML 1.0 Closed
relates to MODFISTO-7 Create MODFISTO release Closed
relates to MODFISTO-49 Ledger/LedgerFY updates: Schema changes Closed
relates to UIF-6 Headers on the 4 Finance homepages do... Closed
relates to UIF-100 Setup bigtest for ui-finance Closed
relates to UXPROD-520 Ability to process transactions that ... Closed
relates to UXPROD-697 Ability to facilitate ordering and in... Closed
relates to UXPROD-1144 Managing Ledgers, Funds, Budgets, Fis... Closed
Epic Link: Managing Ledgers, Funds, Budgets, Fiscals Years and tracking associated values
Front End Estimate: Large < 10 days
Back End Estimate: XXL < 30 days
Estimation Notes and Assumptions: We are assuming there will be schema refactoring and the basic implementation of the BL module as well as cleanup for test data etc. Essentially the bulk of the technical debt for the Finance app is being considered in this estimate.
Development Team: Thunderjet
PO Rank: 110.6
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R1
Rank: FLO (MVP Sum 2020): R1
Rank: GBV (MVP Sum 2020): R1
Rank: hbz (TBD): R1
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: Leipzig (Full TBD): R1
Rank: Leipzig (ERM Aut 2019): R3
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1

 Description   

Problem: Needs the ability to allocate money to different functions and domains of the library and keep track how much they are spending in each fiscal year. The structure will not mirror that of the accounting system, but must provide a platform for communicating spending activities to it and relating the internal (FOLIO) fund structure with that of an external accounting department. The objects will also need to relate to each other in specific ways that allow for the enforcement of hierarchies on the allocation and expenditure of monies.

Overview: Create Ledgers, Funds, Budgets and Fiscal Years in order to plan, manage and capture a record of spending activities.



 Comments   
Comment by Dennis Bridges [ 17/Sep/19 ]

Note: The fix version of this feature was changed to Q4 2019. Releasing the progress made on this feature in Q3 would have resulted in breaking changes to other FOLIO modules. Thus, all progress made on this feature will officially be release in Q4 2019.

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