===== ACQ Money questions/decisions ===== * Percentage-based allocations * The percentages are stored in a separate table * 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. * 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? * Proposed solution: links to both are virtual and determined by algorithm. * 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? * 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?