This testing will be open from January 22nd to Friday Jan 29th. The goal is to confirm that the fiscal year rollover feature provides the necessary functionality for preparing budgets and orders for starting a new fiscal year in FOLIO.

Keep in mind that this is early testing and it is taking place in a testing environment that may be buggy or perform slowly. Try to focus on the available functionality and how completely it meets your needs. You may find data from various test runs but you must create your own records for testing. No data will be deleted from this environment until after the testing period has come to an end.

Feel free to run this test as a group if there are multiple people from your institution that want to take part. You can also all run your tests separately and provide feedback separately if desired.

General setup instructions:
Login to https://thunderjet.ci.folio.org/ with username: diku_admin password: admin
- Note: currently there is an issue that will prevent you from creating your own user. So we will all use admin.

Create an independent Fiscal year (FY), by ensuring that no other FY in the system has the same Alpha in its code. Ie. if all fiscal year codes are FYA2020, FYA2021 etc. Then "FYA" is the alpha. You should have a unique alpha and use that same alpha for each FY you create.
Create 3 consecutive fiscal years by making sure the period of each year follows the next. Each fiscal year period should fit into the testing period. Note the period of your first year should include your first day of testing so you can allocate money and encumber orders etc. on day 1. See "Dennis" Fiscal years for an example.
Create one or more Ledger and associate it with the first year in the series.
Create one or more Funds for that ledger. Consider assigning a type to some of your funds so they can be treated differently during the fiscal year rollover.
Create a current budget for each Fund. You can use whatever settings you desire for the fund. Allocate lots of money or allocate no money and leave the allowable encumbrance blank so you can still encumber against the Fund. Variety is helpful in testing but try to follow a logical workflow so it is easier to untangle what went wrong if something does go wrong.

This form is broken up into two more sections. The first will explain how to rollover your ledger(s). The second section is where you will provide feedback on your experience.

If you have any questions or run into any issue please post them in the #acquisitions-uat slack channel

Thank you very much for contributing your time and expertise! Go spend some FOLIO money!

Note: If you are annotating PDFs or screenshots please upload them to google drive and include a link to them in your response so they can be referenced.