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  1. ui-finance
  2. UIF-169

Set Fund detail for fiscal year rollover

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    • ACQ Sprint 103
    • 3
    • Thunderjet

    Description

      Overview: When rolling over a ledger the user will need to define criteria for creating new budgets and allocating money to those budgets

      Acceptance criteria:

      Given the user is rolling over Ledger "ABC"
      When rollover view appears
      Then they user sees all Fund types for ledger
      AND can input override settings for planned budgets with those types that relate to the Ledger


      Given the user is rolling over Ledger "ABC"
      When inputting override values for Fund types
      Then user can add information to the following fields:
      Rollover allocation (Boolean)
      Adjust allocation (Percentage, only editable if "Rollover allocation" = true)
      Rollover available (Boolean)
      Adjust available (Percentage, only editable if "Rollover available" = true)
      Allowable encumbrance (Percentage, Note spelling in screenshot incorrect)
      Allowable expenditure (Percentage, Note spelling in screenshot incorrect)

      Encumbrance information will be part of a separate issue

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                dennisbridges Dennis Bridges
                dennisbridges Dennis Bridges
                Dennis Bridges Dennis Bridges
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                Dates

                  Created:
                  Updated:
                  Resolved:

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