Skip to end of banner
Go to start of banner

Fiscal year rollover flows

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »

Preparing FY20 to FY21

  1. Select Ledger on ledger record view.
  2. Go to "Actions" and put "Rollover".
  3. Popup with rollover setting should appears. 
  4. Fill all necessary parameters.
  5. After putting "Confirm" rollover process is started.

Fiscal year 

New ledger and fiscal year should be created, if isn't created manually by user.

Budget

  1. UI shows budget grouped by "Fund type". Then user fill configuration for necessary "Fun type" and new budgets for FY21 is created  for each selected "Fund type".

    2.  After starting rollover selected active budgets will be blocked for any operations (Status = "Closed") and new budgets for FY21 is created  for each selected "Fund type".

FY21 budgets are created and grouped by Fund Type

Encumbrances

!Important   If we increase amount of encumbrances, then we must update costs information in the corresponding order.(Confirmed by Dennis Bridges on grooming 29.07.2020) 

!Important   If there are not paid invoices for order, then we must update encumbrance link in invoice on new created.(Confirmed by Dennis Bridges on grooming 29.07.2020) 


  • No labels