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  1. mod-invoice
  2. MODINVOICE-367

FOLIO thinks no money can be expended when fully encumbered

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Details

    • Bug
    • Status: Closed (View Workflow)
    • P3
    • Resolution: Done
    • None
    • 5.3.2
    • None
    • ACQ Sprint 136, ACQ Sprint 137
    • 3
    • 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.
      URL:
      Interested parties:

      TestRail: Results

        Attachments

          1. Approve.png
            Approve.png
            107 kB
          2. Approve budget.png
            Approve budget.png
            121 kB
          3. Budget.png
            Budget.png
            136 kB
          4. Budget after approve.png
            Budget after approve.png
            122 kB
          5. Budget after paid.png
            Budget after paid.png
            128 kB
          6. butrget-snapshot.png
            butrget-snapshot.png
            107 kB
          7. FOLIO thinks budget over expended.mov
            11.61 MB
          8. Invoice.png
            Invoice.png
            71 kB
          9. InvoiceApiTest.png
            InvoiceApiTest.png
            109 kB
          10. Order.png
            Order.png
            75 kB
          11. Payment.png
            Payment.png
            69 kB
          12. Screen Shot 2022-03-29 at 4.15.56 PM.png
            Screen Shot 2022-03-29 at 4.15.56 PM.png
            785 kB
          13. Screen Shot 2022-04-04 at 10.28.38 AM.png
            Screen Shot 2022-04-04 at 10.28.38 AM.png
            430 kB
          14. Screen Shot 2022-04-04 at 10.28.53 AM.png
            Screen Shot 2022-04-04 at 10.28.53 AM.png
            867 kB
          15. Screen Shot 2022-04-04 at 10.29.09 AM.png
            Screen Shot 2022-04-04 at 10.29.09 AM.png
            683 kB
          16. Screen Shot 2022-04-04 at 10.35.45 AM.png
            Screen Shot 2022-04-04 at 10.35.45 AM.png
            479 kB
          17. Snapshot_paid.png
            Snapshot_paid.png
            189 kB
          18. Snapshot_paid-fund.png
            Snapshot_paid-fund.png
            158 kB
          19. Successful approve.png
            Successful approve.png
            123 kB
          20. Successful-approve-snapshot.png
            Successful-approve-snapshot.png
            99 kB

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                dennisbridges Dennis Bridges
                dennisbridges Dennis Bridges
                Dennis Bridges Dennis Bridges
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                Dates

                  Created:
                  Updated:
                  Resolved:

                  TestRail: Runs

                    TestRail: Cases