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  1. UX Product
  2. UXPROD-1149

Enable institutions to execute a Fiscal Year end and rollover necessary budgets and other financial objects

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Details

    • Fiscal Year end and rollover
    • Thunderjet
    • ghx-label-8

    Description

      Building the mechanisms and interfaces required for users to be able to rollover their ledgers funds/budgets into a new Fiscal year. Creating new budgets and potentially adjusting orders and encumbrances to account for the start of a new fiscal year.

      1. Roll continuing resources funds to new fiscal year (Acquisition)
      2. Apply estimated inflation rate (Acquisition)
      3. Adjust inflation based on multiyear deals (Manual)
      4. Determine continuing resources budget (Acquisition)
      5. Allocate money to appropriate fund (Acquisition)
      6. Adjust fund balances to account for inflation + total budget (Acquisition)

      In Europe, end of fiscal year is always December. *Priority depends on when the library adopts. Most would try to start just as the fiscal year ended. *Sounds like a best practice

      TestRail: Results

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            relates to

            New Feature - New feature requests UXPROD-201 Rollover the ledgers funds/budgets into a new Fiscal year (Creating new budgets for all funds at one time)

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-202 Rollover encumbrances of the ledgers funds/budgets into a new Fiscal year

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-203 Close/freeze budgets upon rollover into new fiscal year

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-772 Rollover Encumbrances into the next Fiscal Year

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-2899 Ability to generate a fiscal year rollover "preview"

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

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                dennisbridges Dennis Bridges
                dennisbridges Dennis Bridges
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                  Updated:
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