Acq: System Should Warn when Paying an Invoice Exceeds the Balance Stop Percentage of the Fund

[Jennifer Pringle]

Wishlist

Evergreen 2.6

Currently the system uses the the Balance Warning Percentage and Balance Stop Percentage when assigning funds and activing purchase orders either to warn staff when the Warning Percentage is reached or to stop staff from activating purchase orders when the Stop Percentage will be exceeded. However, there is currently no warning or other indication when saving and invoice that doing so will exceed the warning or stop percentages.

Ideally there should be some indication on the invoice when saving that the invoice will overspend the fund so that staff know to go back to the fund or the line item and make any neccessary changes (ie. transfer money from another fund or change the fund used for the line item). A message should pop up saying something along the lines of "Saving this invoice will encumber Fund XXX (2015), Fund XXXX (2015) , and Fund XXXXX (2015) beyond the stop level, proceed? Yes No" or "Saving this invoice will encumber Fund XXX (2015) beyond the warning level. Ok". There should also be a specific permission required to actually save the invoice when doing so will exceed the stop percentage so that only staff with this permission can save the invoice.

[Andrea Neiman (aneiman)]

Equinox is working on this as part of Acq Sprint B - bug 2006970