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  1. UX Product
  2. UXPROD-196

Value management through transactions.

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    Details

    • Template:
    • Analysis Estimate:
      Small < 3 days
    • Front End Estimate:
      Large < 10 days
    • Back End Estimate:
      XL < 15 days
    • Development Team:
      Thunderjet
    • Calculated Total Rank:
      113
    • PO Rank:
      103
    • Rank: Chalmers (Impl Aut 2019):
      R5
    • Rank: Chicago (MVP Sum 2020):
      R1
    • Rank: Cornell (Full Sum 2021):
      R1
    • Rank: Duke (Full Sum 2021):
      R1
    • Rank: 5Colleges (Full Jul 2021):
      R1
    • Rank: FLO (MVP Sum 2020):
      R1
    • Rank: GBV (MVP Sum 2020):
      R1
    • Rank: hbz (TBD):
      R1
    • Rank: Hungary (MVP End 2020):
      R1
    • Rank: Lehigh (MVP Summer 2020):
      R1
    • Rank: Leipzig (Full TBD):
      R1
    • Rank: Leipzig (ERM Aut 2019):
      R1
    • Rank: TAMU (MVP Jan 2021):
      R3
    • Rank: U of AL (MVP Oct 2020):
      R1

      Description

      Note this has now been split: see UXPROD-2167

      Problem: As users are creating orders and invoices that result in encumbrances and vouchers money needs to be move from allocated to expended in the appropriate funds.

      Overview: There will be 4 types of transaction, payment, credit, allocation and transfer. These will allow users to manage money in a folio fund structure. Payments and credits will be the result of paying/processing invoices and will not be manually created by users. Allocations and transfers will be manually created by users. They will allow users to add or remove money from Funds throughout the fiscal year without need a PO or Invoice created. A list of transaction will be maintained for all budgets in each fiscal year. allowing transparency at a very granular level regarding what money is being spent on and the current state of a particular Funds budget.

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                Assignee:
                dennisbridges Dennis Bridges
                Reporter:
                dennisbridges Dennis Bridges
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                  Updated:
                  Resolved:

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