Details
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Type:
New Feature
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Status: Open (View Workflow)
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Priority:
P3
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Resolution: Unresolved
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Affects Version/s: None
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Fix Version/s: None
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Component/s: None
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Template:
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Epic Link:
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Development Team:Thunderjet
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Calculated Total Rank:
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PO Rank:70.1
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Rank: Cornell (Full Sum 2021):R5
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Rank: MI State-Lib of MI (Sum 2021):R1
Description
Overview:
Allow user to select previous fiscal years when approving an invoice such that payments or credits would impact a budget from a previous fiscal year. This is important for managing financial records and balancing budgets post rollover
Use case:
- Budgets may not balance with external system records because of rounding errors and exchange rate calculations. When this occurs the library will create Journal Voucher (JV) transactions to adjust balances
see https://wiki.folio.org/x/nZHhAw for more detailed use cases
Questions
In-scope:
- Allow user to specify fiscal year when approving invoice
- Allow user to set fiscal year ONLY IF the setting is active
- Add setting to invoice settings that activates this ability
- Only allow users with permission to specify current or upcoming fiscal year
Approach:
Out of scope:
TestRail: Results
Attachments
Issue Links
- clones
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UXPROD-2713 Allow user to create order and encumber money against upcoming fiscal year
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- Draft
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- mentioned in
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