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    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
    <description>This file is an XML representation of an issue</description>
    <language>en-us</language>    <build-info>
        <version>1001.0.0-SNAPSHOT</version>
        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
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<item>
            <title>[UXPROD-196] Value management through transactions.</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-196</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;Note this has now been split: see 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-2167&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-2167&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Value management through transactions Part 2 - Payments, Credits and limits&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-2167
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
&lt;/p&gt;

&lt;p&gt;Problem: As users are creating orders and invoices that result in encumbrances and vouchers money needs to be move from allocated to expended in the appropriate funds.&lt;/p&gt;

&lt;p&gt;Overview: There will be 4 types of transaction, payment, credit, allocation and transfer. These will allow users to manage money in a folio fund structure. Payments and credits will be the result of paying/processing invoices and will not be manually created by users. Allocations and transfers will be manually created by users. They will allow users to add or remove money from Funds throughout the fiscal year without need a PO or Invoice created. A list of transaction will be maintained for all budgets in each fiscal year. allowing transparency at a very granular level regarding what money is being spent on and the current state of a particular Funds budget.&lt;/p&gt;
</description>
                <environment></environment>
        <key id="10352">UXPROD-196</key>
            <summary>Value management through transactions.</summary>
                <type id="10002" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium">New Feature</type>
                            <parent id="10798">UXPROD-1144</parent>
                                    <priority id="10002" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p3.svg">P3</priority>
                        <status id="6" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/closed.png" description="The issue is considered finished, the resolution is correct. Issues which are closed can be reopened.">Closed</status>
                    <statusCategory id="3" key="done" colorName="green"/>
                                    <resolution id="10003">Done</resolution>
                                                        <assignee accountid="557058:2f7b6349-450b-419a-ba54-c181f51383ad">Dennis Bridges</assignee>
                                                                <reporter accountid="557058:2f7b6349-450b-419a-ba54-c181f51383ad">Dennis Bridges</reporter>
                                    <labels>
                            <label>Q3fromQ2</label>
                            <label>acquisitions</label>
                            <label>cap-mvp</label>
                            <label>po-mvp</label>
                            <label>q3-2019-spillover</label>
                            <label>q4-2019-at-risk</label>
                            <label>split</label>
                    </labels>
                <created>Sat, 20 Jan 2018 12:42:43 +0000</created>
                <updated>Wed, 16 Sep 2020 21:16:14 +0000</updated>
                            <resolved>Thu, 5 Dec 2019 20:19:47 +0000</resolved>
                                                    <fixVersion>Q4 2019</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>2</watches>
                                                                <comments>
                                                            <comment id="11605" author="557058:e4c91142-1f56-469c-a80f-9f01d93e942d" created="Tue, 16 Apr 2019 20:09:53 +0000"  >&lt;p&gt;Dennis, has this changed? Acq Small Group members believe there will be no modal and instead a check-box that says, &quot;Release encumbrances&quot;?&lt;/p&gt;</comment>
                                                            <comment id="11610" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Tue, 16 Apr 2019 21:45:33 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Ae4c91142-1f56-469c-a80f-9f01d93e942d&quot; class=&quot;user-hover&quot; rel=&quot;557058:e4c91142-1f56-469c-a80f-9f01d93e942d&quot; data-account-id=&quot;557058:e4c91142-1f56-469c-a80f-9f01d93e942d&quot; accountid=&quot;557058:e4c91142-1f56-469c-a80f-9f01d93e942d&quot; rel=&quot;noreferrer&quot;&gt;Kristin Martin&lt;/a&gt; Actually it just hasn&apos;t been updated yet as we&apos;re still working on the reworked designs for invoices. This description was actually from Jan 2018, so almost a year and a half old already. I have now updated the description and issue status in preparation for creating user stories for this feature so work can begin in Q3.&lt;/p&gt;</comment>
                                                            <comment id="11615" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Fri, 28 Jun 2019 18:08:25 +0000"  >&lt;p&gt;&lt;b&gt;Note April 25, 2019:&lt;/b&gt; Given the changes made to 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-703&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-703&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Ability to &amp;quot;process&amp;quot; invoice&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-703
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 the plan is to adjust this feature to cover the value management logic of processing invoices. Essentially, the movement of money from Allocated to encumbered through awaiting payment and eventually expended based on the status of the Order, invoice and Voucher.&lt;/p&gt;

&lt;p&gt;--moved from issue description&lt;/p&gt;</comment>
                                                            <comment id="11620" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Tue, 17 Sep 2019 21:11:03 +0000"  >&lt;p&gt;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.&lt;/p&gt;</comment>
                                                            <comment id="11625" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Thu, 5 Dec 2019 20:19:47 +0000"  >&lt;p&gt;Remaining issues were split into 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-2167&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-2167&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Value management through transactions Part 2 - Payments, Credits and limits&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-2167
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
&lt;/p&gt;</comment>
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            <issuekey id="67227">MODFISTO-29</issuekey>
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            <issuekey id="67236">MODFISTO-34</issuekey>
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            <issuekey id="67217">MODFISTO-59</issuekey>
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            <issuelink>
            <issuekey id="65958">UIF-96</issuekey>
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            <issuelink>
            <issuekey id="66083">UIF-101</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="10353">UXPROD-197</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="10508">UXPROD-783</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="10798">UXPROD-1144</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="10793">UXPROD-1152</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="10507">UXPROD-4682</issuekey>
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