Leap: edit POLI segments
Add editing of the fund, destination, and collection of POLI segments to match the client functionality.
22
votes
Eleanor Crumblehulme
shared this idea
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Deb Lambert
commented
We use this during year end clean up and closing out funds. When we have a bond fund that must be spent by the end of the year, and we know that the orders will not be received by the deadline, we change the fund to a fund that will rollover without having to cancel and reorder. Please make it available while the item is on order and newly available -- until the item is invoiced.
Adding another screenshot of the dialog for changing the segments.
