Enable institutions to execute a Fiscal Year end and rollover necessary budgets and other financial objects
(UXPROD-1149)
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| Status: | In Refinement |
| Project: | UX Product |
| Components: | None |
| Affects versions: | None |
| Fix versions: | None | Parent: | Enable institutions to execute a Fiscal Year end and rollover necessary budgets and other financial objects |
| Type: | New Feature | Priority: | P3 |
| Reporter: | Serhii_Nosko | Assignee: | Dennis Bridges |
| Resolution: | Unresolved | Votes: | 0 |
| Labels: | inventory | ||
| Remaining Estimate: | Not Specified | ||
| Time Spent: | Not Specified | ||
| Original estimate: | Not Specified | ||
| Release: | Poppy (R2 2023) |
| Epic Link: | Enable institutions to execute a Fiscal Year end and rollover necessary budgets and other financial objects |
| Development Team: | Thunderjet |
| PO Rank: | 0 |
| Description |
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Current situation or problem: Users are not realizing that the re-encumber field is critical to rollover until it is too late. In some cases the PO template will override this setting without users realizing until many orders are open and can not easily be corrected. In scope Out of scope Use case(s) As a user creating orders, Proposed solution/stories Possibly having a confirmation modal when a POL is opened with this toggle set to false. Possibly have a confirmation modal appear when this field is set to false in an order template. Reduce the interference of order templates Add an information bubble to this field in the UI that explains exactly how it is used during the rollover. Links to additional info Questions |
| Comments |
| Comment by Serhii_Nosko [ 05/Jul/23 ] |
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Dennis Bridges please provide description here |