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acq:money_questions [2009/10/20 10:40] – created ericksonacq:money_questions [2022/02/10 13:34] (current) – external edit 127.0.0.1
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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.  It will only affect new allocations.+    * If the percentage changes, it will not affect existing allocations.  It will only affect new 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:  links are virtual and determined by algorithm.  +    * Proposed solution:  links to both are virtual and determined by algorithm. 
-    * 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.  IOW, allocate to dedicated funds.
   * 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:  Define an "ok-to-spend" threshold on funding source credits.  
 +      * 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)

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