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  1. UX Product
  2. UXPROD-2899

Ability to generate a fiscal year rollover "preview"

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    Details

    • Template:
      UXPROD features
    • Development Team:
      Thunderjet
    • Calculated Total Rank:
      40
    • Kiwi Planning Points (DO NOT CHANGE):
      5
    • PO Rank:
      51.1
    • Rank: Chicago (MVP Sum 2020):
      R2
    • Rank: Cornell (Full Sum 2021):
      R2
    • Rank: 5Colleges (Full Jul 2021):
      R2
    • Rank: GBV (MVP Sum 2020):
      R2
    • Rank: MO State (MVP June 2020):
      R2
    • Rank: TAMU (MVP Jan 2021):
      R2
    • Rank: U of AL (MVP Oct 2020):
      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)

      • In preparation for rollover the library will run a report to catch any errors that may occur so they can be dealt with before the current fiscal year ends.
      • In preparation for rollover the library will run a report to catch any errors that may occur on account of the rollover settings that are being used, so they can be adjusted before the current fiscal year ends.

      Proposed solution/stories

      Links to additional info

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                Assignee:
                dennisbridges Dennis Bridges
                Reporter:
                dennisbridges Dennis Bridges
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                  Dates

                  Created:
                  Updated:

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