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

[UXPROD-2420] Display "Net transfer" amount on Budgets Created: 06/May/20  Updated: 16/Sep/21  Resolved: 09/Nov/20

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q3 2020
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: acquisitions, finances, groomed, needs-ranking, round_iv
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by MODFIN-143 Calculate ledgers totals on the fly Closed
is defined by MODFISTO-102 Update budget schema with new field "... Closed
is defined by MODFISTO-103 Add logic for calculating budget "net... Closed
is defined by MODFISTO-113 Incorrect calculation of the "overEnc... Closed
is defined by MODFISTO-119 Create migration script for filling "... Closed
is defined by MODFISTO-120 Update ledger and ledgerFY schemas wi... Closed
is defined by MODFISTO-122 Remove ledgerFY totals calculation logic Closed
is defined by UIF-215 Display "Net transfers" amount on bud... Closed
is defined by UIF-236 Display "Net transfers" amount on Led... Closed
Epic Link: Managing Ledgers, Funds, Budgets, Fiscals Years and tracking associated values
Front End Estimate: Medium < 5 days
Back End Estimate: Large < 10 days
Development Team: Thunderjet
PO Rank: 80.2
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R2
Rank: GBV (MVP Sum 2020): R2
Rank: Grand Valley (Full Sum 2021): R3
Rank: MO State (MVP June 2020): R2
Rank: TAMU (MVP Jan 2021): R2
Rank: U of AL (MVP Oct 2020): R1

 Description   

Overview: Transfers will currently increase or decrease the amount available in a budget. This makes the Allocated, Unavailable and Available numbers difficult to understand. Allocated plus Net transfer amount gives the total Available amount for the year.

Use cases:

  • Librarian wants to know how much money was allocated and made available to a budget. As available amount decreases throughout the year this number can not be calculated without sorting through transactions
  • Librarian wants to restrict budget spending for different expense types based on the amount of money available in the budget. Allocated plus net transfer could be used to determine the total money that would be available for the year at any point in time.

Requirements:

  • Display "Net Transfers" as an amount on each budget summary
  • Display net transfer for Ledger (Difference between what has been transferred to budgets on a different ledger and what has been transferred in from budgets on a different ledger)
  • Net Transfer amount could be negative or positive (Display in accounting format - negative number in "()")

Grooming:
Session1
Session2 Start from 21min



 Comments   
Comment by Dennis Bridges [ 09/Nov/20 ]

All stories have been reviewed and tested.

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