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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-2167] Value management through transactions Part 2 - Payments, Credits and limits</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-2167</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;Note: this was split from 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-197&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-197&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;View the total amounts available in Ledger and grouping of associated Funds.&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-197
        &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;
 as work was not able to be completed in Q4. The remaining tasks will primarily account for the creation of payment and credit transactions that will often be the result of processing an invoice. These will updated the impacted budget values based on Fund distribution information on the invoice record. This also, includes the work on restricting encumbrance and spending when budgets do not have enough money allocated to cover the cost. These restriction rely on allowable encumbrance and allowable allocation settings found in each budget.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Previous description:&lt;/b&gt;&lt;br/&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="11281">UXPROD-2167</key>
            <summary>Value management through transactions Part 2 - Payments, Credits and limits</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="10000" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p1.svg">P1</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>Lehigh(round_ii+mvp)</label>
                            <label>Q3fromQ2</label>
                            <label>acquisitions</label>
                            <label>cap-mvp-split</label>
                            <label>po-mvp</label>
                            <label>q3-2019-spillover</label>
                            <label>q4-2019-at-risk</label>
                            <label>q4-2019-spillover</label>
                            <label>split</label>
                    </labels>
                <created>Fri, 29 Nov 2019 19:32:59 +0000</created>
                <updated>Wed, 16 Sep 2020 21:16:32 +0000</updated>
                            <resolved>Wed, 18 Mar 2020 15:08:39 +0000</resolved>
                                                    <fixVersion>Q1 2020</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>2</watches>
                                                                    <issuelinks>
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            <issuekey id="10352">UXPROD-196</issuekey>
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            <issuekey id="11371">UXPROD-2295</issuekey>
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            <issuekey id="59619">MODORDERS-342</issuekey>
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            <issuekey id="25276">UIOR-494</issuekey>
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            <issuekey id="67172">MODFISTO-83</issuekey>
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            <issuekey id="67220">MODFISTO-84</issuekey>
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            <issuelink>
            <issuekey id="67224">MODFISTO-87</issuekey>
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            <issuelink>
            <issuekey id="67223">MODFISTO-88</issuekey>
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            <issuelink>
            <issuekey id="66138">UIF-165</issuekey>
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            <issuekey id="70832">MODFIN-86</issuekey>
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            <issuelink>
            <issuekey id="67229">MODFISTO-28</issuekey>
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            <issuelink>
            <issuekey id="67213">MODFISTO-62</issuekey>
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            <issuelink>
            <issuekey id="67215">MODFISTO-63</issuekey>
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            <issuelink>
            <issuekey id="65921">UIF-81</issuekey>
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            <issuelink>
            <issuekey id="65922">UIF-82</issuekey>
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            <issuekey id="66082">UIF-186</issuekey>
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            <issuekey id="25086">UIOR-431</issuekey>
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            <issuekey id="25119">UIOR-465</issuekey>
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            <issuekey id="70838">MODFIN-98</issuekey>
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            <issuekey id="70873">MODFIN-113</issuekey>
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            <issuekey id="66406">MODINVOICE-109</issuekey>
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            <issuelink>
            <issuekey id="66107">UIF-148</issuekey>
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            <issuelink>
            <issuekey id="66109">UIF-149</issuekey>
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            <issuelink>
            <issuekey id="30666">UINV-117</issuekey>
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            <issuelink>
            <issuekey id="70845">MODFIN-71</issuekey>
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            <issuekey id="70865">MODFIN-106</issuekey>
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            <issuelink>
            <issuekey id="67218">MODFISTO-61</issuekey>
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            <issuekey id="67216">MODFISTO-64</issuekey>
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            <issuekey id="67167">MODFISTO-80</issuekey>
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            <issuekey id="67169">MODFISTO-81</issuekey>
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            <issuekey id="67170">MODFISTO-82</issuekey>
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            <issuekey id="66411">MODINVOICE-113</issuekey>
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            <issuekey id="66500">MODINVOICE-139</issuekey>
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            <issuekey id="66071">UIF-177</issuekey>
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            <issuekey id="10379">UXPROD-697</issuekey>
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            <issuekey id="10508">UXPROD-783</issuekey>
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            <issuelink>
            <issuekey id="10798">UXPROD-1144</issuekey>
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