Create, close, cancel, Purchase Orders (UXPROD-1141)

[UXPROD-2004] Add fund distributions by amount or percentage Created: 19/Aug/19  Updated: 16/Sep/20  Resolved: 07/Nov/19

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q4 2019
Parent: Create, close, cancel, Purchase Orders

Type: New Feature Priority: P3
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Done Votes: 0
Labels: acquisitions, finances
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Relates
relates to MODGOBI-87 Fund Distribution schema changes Closed
relates to MODINVOICE-99 Fund Distribution schema changes Closed
relates to MODORDERS-307 Fund Distribution schema changes Closed
relates to MODORDERS-313 Prevent mixing percentage and amount ... Closed
relates to MODORDSTOR-109 Allow fund distributions to be specif... Closed
relates to UINV-68 Create fund distributions based on pe... Closed
relates to UIOR-370 Order: Create fund distributions base... Closed
relates to MODINVOSTO-41 Allow fund distributions to be specif... Closed
Potential Workaround: User is able to use percentages to create distributions and transfer money between funds in order to spend all budgeted amounts.
Epic Link: Create, close, cancel, Purchase Orders
Front End Estimate: Medium < 5 days
Back End Estimate: Large < 10 days
Development Team: Thunderjet
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R2
Rank: 5Colleges (Full Jul 2021): R4

 Description   

Problem: User can't always split costs evenly by percentage and often have to spend exact amounts from funds to reduce them to zero for reporting and contractual obligations.

High level requirements:

  • Allow user to specify fund distributions by amount or percentage
  • Percentage or amount must equal 100% of the total
  • Display remaining amount as distributions are added so it is clear how much of the total remains to be distributed

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