Managing Ledgers, Funds, Budgets, Fiscals Years and tracking associated values
(UXPROD-1144)
|
|
| 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, po-mvp, q3-2019-spillover, q4-2019-at-risk, split | ||
| Remaining Estimate: | Not Specified | ||
| Time Spent: | Not Specified | ||
| Original estimate: | Not Specified | ||
| Issue links: |
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Epic Link: | Managing Ledgers, Funds, Budgets, Fiscals Years and tracking associated values | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Analysis Estimate: | Small < 3 days | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Front End Estimate: | Large < 10 days | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Back End Estimate: | XL < 15 days | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Development Team: | Thunderjet | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| PO Rank: | 103 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 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): | R1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: TAMU (MVP Jan 2021): | R3 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Rank: U of AL (MVP Oct 2020): | R1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Description |
|
Note this has now been split: see
Problem: As users are creating orders and invoices that result in encumbrances and vouchers money needs to be move from allocated to expended in the appropriate funds. Overview: There will be 4 types of transaction, payment, credit, allocation and transfer. These will allow users to manage money in a folio fund structure. Payments and credits will be the result of paying/processing invoices and will not be manually created by users. Allocations and transfers will be manually created by users. They will allow users to add or remove money from Funds throughout the fiscal year without need a PO or Invoice created. A list of transaction will be maintained for all budgets in each fiscal year. allowing transparency at a very granular level regarding what money is being spent on and the current state of a particular Funds budget. |
| Comments |
| Comment by Kristin Martin [ 16/Apr/19 ] |
|
Dennis, has this changed? Acq Small Group members believe there will be no modal and instead a check-box that says, "Release encumbrances"? |
| Comment by Dennis Bridges [ 16/Apr/19 ] |
|
Kristin Martin Actually it just hasn't been updated yet as we're still working on the reworked designs for invoices. This description was actually from Jan 2018, so almost a year and a half old already. I have now updated the description and issue status in preparation for creating user stories for this feature so work can begin in Q3. |
| Comment by Dennis Bridges [ 28/Jun/19 ] |
|
Note April 25, 2019: Given the changes made to
--moved from issue description |
| 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. |
| Comment by Dennis Bridges [ 05/Dec/19 ] |
|
Remaining issues were split into
|