Anchor
_Account: _Account:

Account :

JIRA : OLE-2341
Intent

• To remove Account Fringe Benefit, Fringe Benefit COA Code, Fringe benefit Acct Number, Higher Ed Func Code, CFDA Number ,Budget Record Level Code,External Encumbrance Sufficient Funds Check, Internal Encumbrance Sufficient Funds Check, Pre-Encumbrance SufficientFundsCheck,Building Campus, Building Code from the accounts UI.
• To Remove the Contracts And Grants tab and Indirect Cost Recovery Tab from UI.
• To Make Campus Code,Account Postal, City, State, Street,Account Type Code,Account Supervisor, Account Manager, Account income Guideline Text,Account Purpose Text as optional.
• To add new fields University Account Number as required.
• To add new tab for Stewardship Requirement and LegacyFundCode.

...

Anchor
_Object_Screen_Enhancements: _Object_Screen_Enhancements:

Object Screen Enhancements:

JIRA : OLE-2345
Intent :
Remove element from Object UI:

...

Anchor
_Organization_Screen_Enhancements: _Organization_Screen_Enhancements:

Organization Screen Enhancements:

JIRA : OLE-2344
Intent
Make optional on UI (rules, remove asterisk*):

...

Anchor
_SubAccount: _SubAccount:

SubAccount:

JIRA : OLE-2343
Intend:
To remove some of the elements and tabs in the sub-account Create New, Edit, Search result and Inquiry screens. The following are the list

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Anchor
_Stewardship_Requirement: _Stewardship_Requirement:

Stewardship Requirement:

JIRA : OLE-2342
Intent
To create new maintenance document and add to Maintenance Menu with following document format

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OLE_STWD_TYP_ID – Primary Key
OLE_STWD_TYP
ROW_ACT_IND






Collaborations
Search

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perform search get search results
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Tests
OleStewardshipRequirementTest

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Anchor
_T-Restricted_Account_Numbers: _T-Restricted_Account_Numbers:

T-Restricted Account Numbers:

JIRA : OLE-2356
Intent
"Account Restricted Status Code" of "R-Restricted" or "T-Temporarily Restricted" prohibit use of Account in PURAP documents, REQS, PO, POA, PREQ and other PO docs, with error messages. "R- Restricted" does not have an expiration date (no date expiration, account blocked from use).For "T- Temporarily Restricted", we need to add system functions and notifications as an Action List item to the Fiscal Officer on the account at the time of "Account Restricted Status Date" to notify the Fiscal Officer to extend the "Account Restricted Status Date" or "Approve" removing the Restricted status and date, and return the status to "U --Unrestricted". All changes above should be captured in the Route Log and Notes tabs as audit trail for these changes.




References:

https://jira.kuali.org/browse/OLE-2356

Participants
AccountRule

...

• Define a bean id for AccountTemporaryRestrictedNotify.

Example:
<bean id="accountTemporaryRestrictedNotify" class="org.kuali.ole.select.batch.AccountTemporaryRestrictedNotify" parent="step">
</bean>

• Assign job to schedule descriptor for the step.

Example:
<property name="jobNames">
<list>
<value>accountTemporaryRestrictedNotifyJob</value>
</list>
</property>
<bean id="accountTemporaryRestrictedNotifyJob"
parent="scheduledJobDescriptor">
<property name="steps">
<list>
<ref bean="accountTemporaryRestrictedNotify"/>
</list>
</property>
</bean>

Tests
AccountRuleTest

• Extends ChartRuleTestBase.

...