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

[UXPROD-861] Ability to Encumber Funds base on purchase order Created: 07/Jun/18  Updated: 16/Sep/20  Resolved: 09/Dec/19

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: Q42018-at-risk, acquisitions, cap-mvp, orders, po-mvp, q3-2019-spillover
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Relates
relates to MODFISTO-11 Tech Debt - encumbrance API Closed
relates to MODFISTO-12 Tech Debt - fund API Closed
relates to MODORDERS-243 Create encumbrance upon order transit... Closed
relates to UXPROD-1564 Open order Wizard Closed
relates to MODFISTO-10 Encumbrance Schema Updates Closed
relates to MODORDERS-22 mod-orders calls mod-finance to apply... Closed
relates to UXPROD-1144 Managing Ledgers, Funds, Budgets, Fis... Closed
Epic Link: Managing Ledgers, Funds, Budgets, Fiscals Years and tracking associated values
Analysis Estimate: Very Small (VS) < 1day
Front End Estimate: Very Small (VS) < 1day
Front-End Confidence factor: Medium
Back End Estimate: Medium < 5 days
Development Team: Thunderjet
PO Rank: 110.4
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): R3
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1

 Description   

Purpose: When an order is created the estimated price should be removed from the budget to show that these monies have been committed.

High-Level Requirements:

  • Generate an encumbrance object based on POL fund distributions
  • Link encumbrance to Budget through Fund id and date created
  • Create encumbrance when the order is "Sent"
  • Must hold a total amount - this would be fixed based on the estimated price of POL
  • Must hold an amount encumber
  • Must hold an amount expended - this will subtract from the amount encumbered as funds are expended thus lowering the encumbered value.


 Comments   
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.

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