Allow user to select date for budget adjustments

Description

User would like to post budget modifications from proposed amounts and have the month and fytd amounts update approppriately.  Currently the mtd amounts don't get updated.  The user is unable to select a date to post the adjustments for.

ProposedAmountService is attempting to post the adjustment by subtracting the FYTDExpendable/Receiveable from the proposed amount, but it is getting the current FYTDExpendable/Receivable amount, not the amount as of the posting period the adjustment is for. This effectively makes the FYTDExpendable/Receivable amount equal to the proposed amount by posting an adjustment for the difference.

BudgetRevenueTransactionUtility that is used during Import is posting mtd adjustments with a date equal to the first day of the current fiscal year and passing in the current posting period.

To do:

  • calculate the adjustment amount inside a doInPeriod to correctly adjust the expendable/receivable amount.

  • update BudgetRevenueTransactionUtility date/posting period for MTD adjustments

Environment

None

Activity

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Former user October 11, 2019 at 7:52 PM

Updated Budgeting > Proposed amounts for effective date

 

Fixed

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Time tracking

4h 30m logged

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Priority

Better PDF Exporter

Created June 3, 2019 at 7:49 PM
Updated October 11, 2019 at 7:52 PM
Resolved October 11, 2019 at 7:52 PM