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  1. ui-finance
  2. UIF-322

Add fund code as an option for allocation/transfer

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    Details

    • Template:
      Front-end User Story Template
    • Sprint:
      ACQ Sprint 122
    • Story Points:
      1
    • Development Team:
      Thunderjet

      Description

      Purpose: Currently, when a staff member allocates to a fund or transfers to/from a fund, they needs to enter the fund name. For libraries with hundreds of similarly named funds, or those that use fund code more than name, it would be a great enhancement to be able to search by fund code in the allocation/transfer modal.

      User story statement(s):

      As a staff member working in finance,
      I want to be able to search by fund code
      so that I can more quickly and accurately allocate/transfer funds to the approriate budget. 

      Scenarios:

      1. Scenario:
        • Given user is Allocating or transferring money between Funds
        • When the appropriate modal is displayed
        • Then the select list(s) for Fund include both name and code as they do when selecting a Fund distribution on order or invoice

      Additional info: see screenshot

      Suggested as an enhancement by MIchigan State University.

        TestRail: Results

          Attachments

          1. Allocation_modal.PNG
            12 kB
            Molly Driscoll
          2. image-2021-09-01-16-01-16-065.png
            124 kB
            Andrei Shumski
          3. Proof-1.png
            140 kB
            Tetiana Paranich
          4. Screen Shot 2021-08-16 at 12.07.05 PM.png
            130 kB
            Dennis Bridges

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                Assignee:
                dennisbridges Dennis Bridges
                Reporter:
                mdriscoll Molly Driscoll
                Tester Assignee:
                Dennis Bridges Dennis Bridges
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                  Dates

                  Created:
                  Updated:
                  Resolved:

                    TestRail: Runs

                      TestRail: Cases