Uploaded image for project: 'UX Product'
  1. UX Product
  2. UXPROD-3256

Allow user to process invoices against previous fiscal years

    XMLWordPrintable

Details

    • Medium < 5 days
    • 80%
    • XXL < 30 days
    • 60%
    • Thunderjet
    • 70.1
    • R5
    • R4
    • 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 creating invoice
      • By default the current fiscal year is seletected
      • 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 a current or previous fiscal year

      Approach:

      Out of scope:

      TestRail: Results

        Attachments

          Issue Links

            Activity

              People

                jreimers Joe Reimers
                dennisbridges Dennis Bridges
                Votes:
                0 Vote for this issue
                Watchers:
                12 Start watching this issue

                Dates

                  Created:
                  Updated:

                  TestRail: Runs

                    TestRail: Cases