Documentation - Fiscal/Fund Propagation and Rollover

Bug #2049774 reported by Josh Stompro
6
This bug affects 1 person
Affects Status Importance Assigned to Milestone
Evergreen
Fix Released
Medium
Unassigned
3.11
Fix Released
Medium
Unassigned

Bug Description

EG 3.11

I'm just going through the fiscal close in Angular and noticed a few minor issues with the documentation.

https://docs.evergreen-ils.org/docs/latest/admin/acquisitions_admin.html#_perform_fiscal_year_close_out_operation

I'm adjusting them for our staff and will add a working branch for changes I made.

Interface: https://egserver.org/eg2/en-US/staff/admin/acq/funds

Revision history for this message
Josh Stompro (u-launchpad-stompro-org) wrote :

The changes are minor.

1. Add in a section on reviewing last years funds. Since the filter defaults to the current year, when you first load the interface it is blank if you haven't already done the fiscal close. So adding some steps to view last years funds may save some help desk tickets being sent in. (it would have in my case.)

2. Verify the Library OU selected should be done before clicking the button. Or it should be done twice.

3. The button name is "Fiscal Propagation and Rollover" vs "Fund Propagation and Rollover" in the docs.

Revision history for this message
Josh Stompro (u-launchpad-stompro-org) wrote :

Working branch at user/stompro/lp2049774_fiscal_close_docs

https://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/stompro/lp2049774_fiscal_close_docs

Added in a few other minor typos also when I ran the doc through spellcheck.

tags: added: pullrequest
Revision history for this message
Galen Charlton (gmc) wrote :

Pushed down to rel_3_11. Thanks, Josh!

Changed in evergreen:
status: New → Confirmed
importance: Undecided → Medium
assignee: nobody → Galen Charlton (gmc)
tags: added: documentation
Changed in evergreen:
milestone: none → 3.12.3
status: Confirmed → Fix Committed
assignee: Galen Charlton (gmc) → nobody
Changed in evergreen:
status: Fix Committed → Fix Released
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