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  • Update Budget identified by the transaction fiscal year (fiscalYearId) and the source fund (fromFundId)
    • encumbered increases by the transaction amount
    • available decreases by the transaction amount
    • unavailable increases by the transaction amount
    • overEncumbered is recalculated
  • Update LedgerFY identified by the transaction fiscal year (fiscalYearId) and the source fund (fromFundId)
    • available decreases by the transaction amount
    • unavailable increases by the transaction amount

Upon Update

  • ALWAYS DO THIS PART:

    • Update Budget identified by the transaction fiscal year (fiscalYearId) and the source fund (fromFundId)
      • TBD

    IN ADDITION TO ABOVE, DO THIS PART IF ENCUMBRANCE IS RELEASED:

    • If encumbrance.status = Released 
      • Update the encumbrance
        • transaction.amount becomes 0 (save the original value for updating the budget)
      • Update the budget identified by the transaction fiscal year (fiscalYearId) and the source fund (fromFundId)
        • encumbered decreases by the amount being released
        • available increases by the amount being released
        • unavailable decreases by the amount being released (min 0)

Pending payments

Upon Creation

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PropertyTypeDefaultRequiredUniqueNotesRequirements tickets
idstring
NYUUID - system generated if not specified

Jira
serverFOLIO Issue Tracker
serverId6ccf3fe4-3301-368a-983e-20c466b11a49
keyUIF-211

namestring
YTBDY
codestring
NYTBD
externalAccountNumberExtstring
YNTBDN

APIs

Business Logic Module

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