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  1. UX Product
  2. UXPROD-196

Value management through transactions.

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    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.

      TestRail: Results

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            is cloned by

            New Feature - New feature requests UXPROD-2167 Value management through transactions Part 2 - Payments, Credits and limits

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Closed
            relates to

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFISTO-26 Transaction Calculations - Allocations

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFISTO-27 Transaction Calculations - Transfers

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFISTO-29 Transaction Calculations - Encumbrance

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFISTO-34 Spike: Avoiding partially paid invoices POC

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFISTO-59 Transaction Calculations - Encumbrance upon update

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODINVOICE-112 Fund distribution totals

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFISTO-20 Update Transaction schemas

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIF-79 CRUD Transfer

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIF-96 View transactions

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIF-101 View transaction details

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UXPROD-80 Implement e-2-e automation of test case C11079: Verify that you can enter/edit/remove patron block limits

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

            New Feature - New feature requests UXPROD-197 View the total amounts available in Ledger and grouping of associated Funds.

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

            New Feature - New feature requests UXPROD-783 Ability to create a negative invoice that results in one or many credit transactions

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

            Epic - Created by Jira Software - do not edit or delete. Issue type for a big user story that needs to be broken down. UXPROD-1144 Managing Ledgers, Funds, Budgets, Fiscals Years and tracking associated values

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

            Epic - Created by Jira Software - do not edit or delete. Issue type for a big user story that needs to be broken down. UXPROD-1152 CRUD invoices and resolve/process invoices

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

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                dennisbridges Dennis Bridges
                dennisbridges Dennis Bridges
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                Dates

                  Created:
                  Updated:
                  Resolved:

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