[UXPROD-201] Rollover the ledgers funds/budgets into a new Fiscal year (Creating new budgets for all funds at one time) - FOLIO Issue Tracker

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Details

Type: New Feature
Status: Closed (View Workflow)
Priority: P3
Resolution: Done
Affects Version/s: None
Fix Version/s: R1 2021
Component/s: None
Labels:

Template:

UXPROD features
Epic Link:
Fiscal Year end and rollover
Front End Estimate:
XXL < 30 days
Front-End Confidence factor:
Low
Back End Estimate:
XXL < 30 days
Development Team:
Thunderjet
Calculated Total Rank:
PO Rank:
77.3
PO Ranking Note:

Hide
This has been ranked lower than other Rollover functionality because budgets can be created manually for the coming fiscal year. These can be created in the interface at anytime during the current year and do NOT need to have a dollar amount allocated until desired by the user.

Show
This has been ranked lower than other Rollover functionality because budgets can be created manually for the coming fiscal year. These can be created in the interface at anytime during the current year and do NOT need to have a dollar amount allocated until desired by the user.
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):
R2
Rank: Leipzig (Full TBD):
R1
Rank: Leipzig (ERM Aut 2019):
R1
Rank: MO State (MVP June 2020):
R1
Rank: TAMU (MVP Jan 2021):
R1
Rank: U of AL (MVP Oct 2020):
R1

Description

Overview: Once the financial structure has been created and money has been allocated for the current fiscal year. Users will begin creating orders and invoices etc. At the end of the fiscal year spending will need to slow and eventually stop at which time they system will need to move to the upcoming fiscal year. Allocations will be made for the coming fiscal year at or after rollover.

Approach:
User will rollover one ledger at a time into the new fiscal year as these ledgers may follow different fiscal years
When rolling over all current budgets will be closed and all planned budgets will be set as active.

TestRail: Results

Attachments

Issue Links

is defined by

MODFISTO-210 Allow user to intentionally reset budget allowances during rollover

Closed

MODFISTO-220 Funds lose group assignments after fiscal year rollover

Closed

UIF-275 Allow user to intentionally reset budget allowances during rollover

Closed

UIF-286 Limit selection of fiscal years during rollover to upcoming years

Closed

relates to

UIF-169 Set Fund detail for fiscal year rollover

Closed

UXPROD-1149 Enable institutions to execute a Fiscal Year end and rollover necessary budgets and other financial objects

Closed

MODFISTO-42 Finance Records: Inheriting status from parent

Closed

REP-95 Fund Cash Balance

Open

(3 relates to)

Activity

People

Assignee:: Dennis Bridges

Reporter:: Cate Boerema

Votes:: 0 Vote for this issue

Watchers:: 5 Start watching this issue

Dates

Created:: 20/Jan/18 12:42 PM

Updated:: 02/Aug/21 7:04 PM

Resolved:: 30/Apr/21 9:27 PM

Rollover the ledgers funds/budgets into a new Fiscal year (Creating new budgets for all funds at one time)