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  1. mod-orders
  2. MODORDERS-712

Encumbrances are created for closed orders during FYRO

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Details

    • ACQ Sprint 142
    • 3
    • Thunderjet
    • Morning Glory R2 2022
    • This should not impact budgets as the encumbrances are created in "Released" status with value of $0. However, it will mean a lot more encumbrances appear on budget.
    • !!!ALL!!!
    • Implementation coding issue

    Description

      Purpose/Overview: It is not necessary or desired for new 0 dollar encumbrances to be created for closed orders in each year. This could also be a performance issue moving forward as libraries will accumulate more and more closed orders.

      Steps to reproduce:

      1. Login to FOLIO ANY environment
      2. Create new fiscal year
      3. Create new Ledger
      4. Create new Fund and Budget for current year
      5. Create upcoming Fiscal year
      6. Create order with type one-time
      7. Add POL with Re-encumber = true, $10 against your Fund, 
      8. Open order
      9. Close order
      10. Click Rollover Ledger (rollover allocation of budget, rollover one-time orders based on remaining amount.
      11. Run rollover

      Expected: Budget is created with no encumbrance transactions on it

      Actual: Budget is created with encumbrance for $0 for closed order

      Requirements/Scope:

      After a fiscal year rollover, there should be no encumbrance transaction for closed orders.

      Approach:

      1. When an order is closed, the encumbrances' orderStatus should be changed to Closed.
      2. In the order rollover, if an order is closed, remove the related links to encumbrances in order lines, and remove the encumbrances if needed (they might have been recreated because orderStatus was wrong before).

      Acceptance criteria:

      • FYRO does not generate encumbrance transactions for closed orders
      • New integration test

      TestRail: Results

        Attachments

          1. current_budget.png
            current_budget.png
            84 kB
          2. future_buget.png
            future_buget.png
            88 kB
          3. rollover.png
            rollover.png
            86 kB
          4. successful_ApiTest.png
            successful_ApiTest.png
            239 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

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