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Fiscal year rollover flows

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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) 



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