Description of Issue
Multiyear fund prior year amounts show incorrectly for 2012
Context
- Multiyear
- Multi-year
- Prior year
- history load
Cause
Resolution
Unload and reload the historical amounts
General ledger load historical tables - load from Journal Hist
Additional Information
Multiyear funds have been through changes within MUNIS throughout the years
For the most recent functionality:
- Multiyear Life Funds - Roll forward the prior year available if there is budget posted
- Budget settings allow the site to determine if they want the Expense and Revenue accounts in a Multiyear Life fund to roll forward if there is no established budget. (Established budget is a Budget completion journal or Budget amendment)
- A Budget completion journal is made for these carry forward amounts
Prior functionality:
- Multiyear Life funds - would automatically roll forward the prior year available for both Expense and Revenue accounts
- There was no option in Budget Settings for a client to pick if they wanted the prior year available to roll forward if there was no established budget
- A Budget completion journal was not created for this roll forward amount, the amount would show just in the from screen of Account Inquiry
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