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  1. UX Product
  2. UXPROD-861

Ability to Encumber Funds base on purchase order

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Details

    • Very Small (VS) < 1day
    • Very Small (VS) < 1day
    • Medium
    • Medium < 5 days
    • Thunderjet
    • 110.4
    • R5
    • R1
    • R1
    • R1
    • R1
    • R1
    • R1
    • R1
    • R1
    • R1
    • R1
    • R3
    • R1
    • R1

    Description

      Purpose: When an order is created the estimated price should be removed from the budget to show that these monies have been committed.

      High-Level Requirements:

      • Generate an encumbrance object based on POL fund distributions
      • Link encumbrance to Budget through Fund id and date created
      • Create encumbrance when the order is "Sent"
      • Must hold a total amount - this would be fixed based on the estimated price of POL
      • Must hold an amount encumber
      • Must hold an amount expended - this will subtract from the amount encumbered as funds are expended thus lowering the encumbered value.

      TestRail: Results

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          Issue Links

            relates to

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFISTO-11 Tech Debt - encumbrance API

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFISTO-12 Tech Debt - fund API

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODORDERS-243 Create encumbrance upon order transition to "Open"

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-1564 Open order Wizard

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFISTO-10 Encumbrance Schema Updates

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODORDERS-22 mod-orders calls mod-finance to apply fund code/fund distribution/encumbrances etc.

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Epic - Created by Jira Software - do not edit or delete. Issue type for a big user story that needs to be broken down. UXPROD-1144 Managing Ledgers, Funds, Budgets, Fiscals Years and tracking associated values

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

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                dennisbridges Dennis Bridges
                dennisbridges Dennis Bridges
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                Dates

                  Created:
                  Updated:
                  Resolved:

                  TestRail: Runs

                    TestRail: Cases