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  1. mod-finance-storage
  2. MODFISTO-294

FOLIO thinks no money can not be expended when fully encumbered

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Details

    • Bug
    • Status: Closed (View Workflow)
    • P3
    • Resolution: Done
    • None
    • 8.1.1
    • None
    • ACQ Sprint 137
    • 0
    • Thunderjet
    • Lotus (R1 2022) Bug Fix
    • Increase the allowable expenditure temporarily to be equal or greater than the allowable encumbrance
    • Implementation coding issue

    Description

      Overview: When an order over encumbers a budget you are not able to invoice even a portion of the amount because the system thinks there is not enough money in the budget

      Steps to Reproduce:

      1. Log into some FOLIO environment as User X
      2. Create budget with $100 allocated
      3. Set allowable exp to 100% and allowable encumbrance to 110%
      4. Create order for $110 dollars
      5. Open order
      6. Create invoice for order
      7. Lower invoice line subtotal to $10
      8. Uncheck "release encumbrance"
      9. Save invoice line
      10. Approve invoice

      Expected Results: Invoice is approved and $10 is now awaiting payment while 100 is encumbered on the budget.

      Actual Results: Not enough money left in budget errors message is shown. Invoice will not approve

      Additional Information: If you increase the allowable expenditure to equal the allowable encumbrance the invoice will approve correctly. Must have something to do with how/when the check is done.
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                dennisbridges Dennis Bridges
                dennisbridges Dennis Bridges
                Dennis Bridges Dennis Bridges
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                  Created:
                  Updated:
                  Resolved:

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