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Allow User to generate a preview of fiscal year rollover

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UXPROD-2899 - Getting issue details... STATUS

Problem(s):

  1. Fiscal year rollover can not be "undone"
  2. Fiscal year rollover errors can be complex and difficult, if even possible to correct

Use Cases & Requirements:

RequirementStatusUse cases

Allow user to generate a rollover report that will tell the user what errors may occur if rolling over with current data

PENDING

  • In preparation for rollover the library will run a report to catch any errors that may occur so they can be dealt with before the rollover is officially executed.
Allow user to run a rollover "preview" that will show a user the result of rolling over with existing settings

PENDING

  • In preparation for rollover the library will run a report to catch any errors that may occur on account of the rollover settings that are being used, so they can be adjusted before the current fiscal year ends.


Other use cases for testing rollover?


Proposed workflow:



Questions:

Question

Status

Conclusion

Comments


OPEN



Work Breakdown Structure:

Features:


UI Stories


MOD Stories

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