acq:money_questions
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* Calculate and create static allocations at initial percentage setup time. | * Calculate and create static allocations at initial percentage setup time. | ||
* As new money is credited to the funding source, provide option to automatically distribute the money to the same set of funds using the last-defined percentages. | * As new money is credited to the funding source, provide option to automatically distribute the money to the same set of funds using the last-defined percentages. | ||
- | * If the percentage changes, it will affect existing allocations. | + | * If the percentage changes, it will not affect existing allocations. |
* Hard links from fund debits to funding sources / funding source credits? | * Hard links from fund debits to funding sources / funding source credits? | ||
- | * Proposed solution: | + | * Proposed solution: |
- | * Two proposed algorithms to support are FIFO and Deadline-based. | + | * Two proposed algorithms to support are FIFO and spending-deadline-based. |
+ | * Data is calculated at report run time and is provisional since funding source and funding source credit attributes can change, which will affect how money can be spent from a funding source. | ||
+ | * This means when multiple funding sources feed into a given fund, staff cannot manually choose which funding source pays for a given item. It also means, if designed correctly, staff will never need to. | ||
+ | * If strict control over spending from a funding source is required, do not mingle money from that funding source with money from other funding sources. | ||
* Multiple funding-source to fund inheritance supported? | * Multiple funding-source to fund inheritance supported? | ||
* Yes | * Yes | ||
+ | * What happens if I find out some of the money I was promised may have to be returned (e.g. mid-year budget cuts)? | ||
+ | * proposed solution: | ||
+ | * The system will not let you spend past this amount. | ||
+ | * This allows you to track the original amount and the amount you can freely spend | ||
+ | * The ok-to-spend amount can be changed at any time. | ||
+ | * What happens under the covers when I transfer money from one fund to another? |
acq/money_questions.1256049605.txt.gz · Last modified: 2022/02/10 13:33 (external edit)