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  1. UX Product
  2. UXPROD-3256

Allow user to process invoices against previous fiscal years

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    Details

    • Template:
      UXPROD features
    • Development Team:
      Thunderjet
    • Calculated Total Rank:
      0
    • PO Rank:
      70.1
    • Rank: Cornell (Full Sum 2021):
      R5

      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

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                Assignee:
                dennisbridges Dennis Bridges
                Reporter:
                dennisbridges Dennis Bridges
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                  Dates

                  Created:
                  Updated:

                    TestRail: Runs

                      TestRail: Cases