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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>
    </build-info>

<item>
            <title>[UXPROD-3964] Rollover Cash Balance During FYRO</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-3964</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;b&gt;Overview:&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;Funds for FY2023 showing the available balance moved forward.&#160; So, when invoices are processed against the purchase orders that were encumbered at the end of FY22 they are being charged twice. &#160;We need FYRO updated to move the cash balance forward or at least to have the option to use cash balance instead of available balance.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Scope:&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;TBD&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Approach:&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;User is able to choose to rollover either available amount OR cash balance (Use select list rather than check boxes)&lt;br/&gt;
User can specify to rollover this value as allocation OR transfer&lt;br/&gt;
If user chooses roll as allocation and user also checks rollover allocation then this additional value is added to allocation value of new budget.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Additional information:&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;See diagram at &lt;a href=&quot;https://miro.com/app/board/uXjVOkZO8Qk=/?moveToWidget=3458764544073973477&amp;amp;cot=14&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://miro.com/app/board/uXjVOkZO8Qk=/?moveToWidget=3458764544073973477&amp;amp;cot=14&lt;/a&gt;&lt;/b&gt;&lt;b&gt;{&lt;/b&gt;}&lt;/p&gt;</description>
                <environment></environment>
        <key id="12521">UXPROD-3964</key>
            <summary>Rollover Cash Balance During FYRO</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>
                                            <priority id="10001" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p2.svg">P2</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:eb198214-3032-45c9-9781-9967c26deb3f">Thomas Trutt</reporter>
                                    <labels>
                            <label>communitycontrib</label>
                    </labels>
                <created>Tue, 10 Jan 2023 14:57:11 +0000</created>
                <updated>Thu, 30 Nov 2023 16:42:07 +0000</updated>
                            <resolved>Tue, 28 Mar 2023 14:29:22 +0000</resolved>
                                                    <fixVersion>Orchid (R1 2023)</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>6</watches>
                                                                <comments>
                                                            <comment id="15692" author="5af5e627525ba96b58654f12" created="Tue, 10 Jan 2023 15:48:09 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A2f7b6349-450b-419a-ba54-c181f51383ad&quot; class=&quot;user-hover&quot; rel=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; data-account-id=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; accountid=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; rel=&quot;noreferrer&quot;&gt;Dennis Bridges&lt;/a&gt; There was no dev team on this bug, so I added Tjet&lt;/p&gt;</comment>
                                                            <comment id="15695" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Wed, 11 Jan 2023 17:00:13 +0000"  >&lt;p&gt;Just noting here that I have changed this into a feature so we can clarify requirements and define an approach for adding these additional rollover options.&lt;/p&gt;</comment>
                                                            <comment id="15698" author="712020:7636897b-f5e9-4a77-b2b7-5b6691734ccc" created="Thu, 19 Jan 2023 16:31:29 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A2f7b6349-450b-419a-ba54-c181f51383ad&quot; class=&quot;user-hover&quot; rel=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; data-account-id=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; accountid=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; rel=&quot;noreferrer&quot;&gt;Dennis Bridges&lt;/a&gt; - I really view this as a bug.&#160; Is this going to be fixed before we need to run FYRO in June 2023.&lt;/p&gt;</comment>
                                                            <comment id="15702" author="557058:1f093336-57f7-4359-9b28-6e72640645af" created="Thu, 19 Jan 2023 17:55:01 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A2f7b6349-450b-419a-ba54-c181f51383ad&quot; class=&quot;user-hover&quot; rel=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; data-account-id=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; accountid=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; rel=&quot;noreferrer&quot;&gt;Dennis Bridges&lt;/a&gt; Cornell needs this before FYRO this year. What is the dev path if you have changed it to a New Feature instead of a Bug (I agree with Ann - this really seems like a bug)?&lt;/p&gt;</comment>
                                                            <comment id="15704" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Fri, 20 Jan 2023 22:35:29 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=712020%3A7636897b-f5e9-4a77-b2b7-5b6691734ccc&quot; class=&quot;user-hover&quot; rel=&quot;712020:7636897b-f5e9-4a77-b2b7-5b6691734ccc&quot; data-account-id=&quot;712020:7636897b-f5e9-4a77-b2b7-5b6691734ccc&quot; accountid=&quot;712020:7636897b-f5e9-4a77-b2b7-5b6691734ccc&quot; rel=&quot;noreferrer&quot;&gt;Ann Crowley&lt;/a&gt;&#160;and &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A1f093336-57f7-4359-9b28-6e72640645af&quot; class=&quot;user-hover&quot; rel=&quot;557058:1f093336-57f7-4359-9b28-6e72640645af&quot; data-account-id=&quot;557058:1f093336-57f7-4359-9b28-6e72640645af&quot; accountid=&quot;557058:1f093336-57f7-4359-9b28-6e72640645af&quot; rel=&quot;noreferrer&quot;&gt;Debra Howell&lt;/a&gt; I can appreciate that but it was never identified as a requirements to rollover cash balance. I think this may have gone unnoticed because we didn&apos;t actually show a cash balance originally, we only had available amount. So when it came to rollover that was the only option we provided. Cash balance was added later.&lt;/p&gt;

&lt;p&gt;Is it correct that you will be rolling over in June and thus running the Orchid release?&lt;/p&gt;

&lt;p&gt;There is only one sprint remaining before the the Orchid code freeze so it could be very difficult and risky to try and design and implement a solution for Orchid. However, I will review with the team on Tuesday to see if we can identify a potential solution. Once I have little more information we can discuss the possibilities.&lt;/p&gt;</comment>
                                                            <comment id="15708" author="712020:7636897b-f5e9-4a77-b2b7-5b6691734ccc" created="Mon, 23 Jan 2023 12:21:37 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A2f7b6349-450b-419a-ba54-c181f51383ad&quot; class=&quot;user-hover&quot; rel=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; data-account-id=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; accountid=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; rel=&quot;noreferrer&quot;&gt;Dennis Bridges&lt;/a&gt; - If this isn&apos;t fixed we will just be closing the year and having to do things manually.&#160; Rolling forward the available balance and not the cash balance charges the fund twice for every encumbered purchase order at the time of FYRO - which is why this is a bug.&#160; I had to go in manually make adjustments on the carryforward balances to correct this for the last fiscal year.&lt;/p&gt;</comment>
                                                            <comment id="15713" author="5d6eeadef989e00d8c7e897b" created="Mon, 23 Jan 2023 15:15:48 +0000"  >&lt;p&gt;Support: would like to weigh in that this should be treated as a higher priority - Money in all forms should be counted as part of FY rollover - this put an undue amount of manual labor on the FY rollover process.&#160;&lt;/p&gt;

&lt;p&gt;&#160;&lt;/p&gt;

&lt;p&gt;Could we please have a projected release target for this?&lt;/p&gt;</comment>
                                                            <comment id="15717" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Thu, 26 Jan 2023 16:54:02 +0000"  >&lt;p&gt;Over the last few days we have been able to refine and estimate an approach for meeting this requirement. As a result i have added the Orchid release tag. To review the data flow you can see the acquisitions knowledge MIRO board at &lt;a href=&quot;https://miro.com/app/board/uXjVOkZO8Qk=/?moveToWidget=3458764544073973477&amp;amp;cot=14.&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://miro.com/app/board/uXjVOkZO8Qk=/?moveToWidget=3458764544073973477&amp;amp;cot=14.&lt;/a&gt;&#160;For more details on how a user will accomplish this please review the user stories linked to this feature. In particular 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UIF-440&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UIF-440&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Add Rollover budget Cash balance setting to rollover screen&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10309?size=medium&quot; /&gt;
            UIF-440
        &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>
                                                            <comment id="15720" author="62a96ae7192edb006f9f1bf9" created="Mon, 13 Feb 2023 15:29:42 +0000"  >&lt;p&gt;Hey &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A2f7b6349-450b-419a-ba54-c181f51383ad&quot; class=&quot;user-hover&quot; rel=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; data-account-id=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; accountid=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; rel=&quot;noreferrer&quot;&gt;Dennis Bridges&lt;/a&gt;&#160; - can this feature&apos;s status move to In Review or Closed?&lt;/p&gt;</comment>
                                                            <comment id="15723" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Tue, 28 Mar 2023 14:29:22 +0000"  >&lt;p&gt;All stories resolved for release in Orchid&lt;/p&gt;</comment>
                    </comments>
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