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  1. UX Product
  2. UXPROD-2899

Ability to generate a fiscal year rollover "preview"

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Details

    • Large < 10 days
    • XXL < 30 days
    • Thunderjet
    • 5
    • 51.1
    • R2
    • R2
    • R2
    • R2
    • R2
    • R2
    • R2
    • R1

    Description

      Current situation or problem:
      In order to start the next fiscal year the user must be able to transfer or close outstanding encumbrances for orders that have not yet been resolved. This is generally done based on order type. Errors may occur during rollover that are much easier to resolve before the rollover is run.

      In scope

      • Ability to run a rollover "preview" that will tell the user what they should fix before rollover to avoid errors

      Out of scope

      • Note the FY currency could be different from one FY to the next

      Use case(s)

      Solution Design

      Proposed solution/stories

      Links to additional info

      https://miro.com/app/board/uXjVO0CXLbU=/?share_link_id=941252037837 

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                dennisbridges Dennis Bridges
                dennisbridges Dennis Bridges
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                Dates

                  Created:
                  Updated:
                  Resolved:

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