Budget management functionality that FOLIO needs to stay competitive (UXPROD-3442)

[UXPROD-2899] Ability to generate a fiscal year rollover "preview" Created: 10/Feb/21  Updated: 28/Nov/22  Resolved: 28/Nov/22

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Nolana (R3 2022)
Parent: Budget management functionality that FOLIO needs to stay competitive

Type: New Feature Priority: P2
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Done Votes: 0
Labels: acquisitions, needs-rmsigreview, nolana-plan
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by MODFIN-256 Define and implement Business API : L... Closed
is defined by MODFIN-258 Spike : To gain knowledge about mod-e... Closed
is defined by MODFIN-270 Define and implement Business API : L... Closed
is defined by MODFIN-277 Add support to filter by ledger for R... Closed
is defined by MODFISTO-205 Improve rollover error handling Closed
is defined by MODFISTO-318 Implement Preview rollover flow and u... Closed
is defined by MODFISTO-319 Define schemas and table for storing ... Closed
is defined by MODFISTO-320 Define and implement Storage API : Le... Closed
is defined by MODFISTO-322 Spike : Implement POC with storing pr... Closed
is defined by MODFISTO-323 Update ledger rollover SQL script wit... Closed
is defined by MODFISTO-327 Replace unique index in the table "le... Closed
is defined by MODFISTO-335 Implement sending email and include i... Closed
is defined by MODFISTO-338 Update planned budget status to activ... Closed
is defined by MODFISTO-351 Provide expense class details in Ledg... Closed
is defined by UIF-378 Alert user of unpaid invoices during ... Closed
is defined by UIF-393 Add test rollover action to rollover ... Closed
is defined by UIF-394 Export list of unpaid invoices Closed
is defined by UIF-395 Fiscal year rollover test confirmatio... Closed
is defined by UIF-396 Add Rollover logs action to Ledger menu Closed
is defined by UIF-397 Rollover log view Closed
is defined by UIF-399 Add message to unpaid invoices modal Closed
is defined by UIF-415 Download budget results from "Rollove... Closed
Relates
relates to UXPROD-1149 Enable institutions to execute a Fisc... Closed
Epic Link: Budget management functionality that FOLIO needs to stay competitive
Front End Estimate: Large < 10 days
Back End Estimate: XXL < 30 days
Development Team: Thunderjet
Kiwi Planning Points (DO NOT CHANGE): 5
PO Rank: 51.1
Rank: Chicago (MVP Sum 2020): R2
Rank: Cornell (Full Sum 2021): R2
Rank: Duke (Full Sum 2021): R2
Rank: 5Colleges (Full Jul 2021): R2
Rank: GBV (MVP Sum 2020): R2
Rank: MO State (MVP June 2020): R2
Rank: TAMU (MVP Jan 2021): R2
Rank: U of AL (MVP Oct 2020): R1

 Description   

Current situation or problem:
In order to start the next fiscal year the user must be able to transfer or close outstanding encumbrances for orders that have not yet been resolved. This is generally done based on order type. Errors may occur during rollover that are much easier to resolve before the rollover is run.

In scope

  • Ability to run a rollover "preview" that will tell the user what they should fix before rollover to avoid errors

Out of scope

  • Note the FY currency could be different from one FY to the next

Use case(s)

Solution Design

Proposed solution/stories

Links to additional info

https://miro.com/app/board/uXjVO0CXLbU=/?share_link_id=941252037837 

Questions


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