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    Summary Funds retain Override Rules in some circumstances

    • Article Type: Known Issue
    • Product: Voyager
    • Product Version: 9.1
    • Relevant for Installation Type: Dedicated-Direct; Direct; Local; Total Care


    * Summary Fund shows Override Rules tab has been edited, but tab is inactive.
    * Unable to view or edit Override Rules

    Defect Status

    Issue VYG-6742 is currently in Development.

    Replication Steps

    1. Acquisitions > Ledgers and Funds > New Ledger > create a new ledger
    2. Create Summary Fund 1 for ledger. Note that Override Rules tab is inactive.
    3. Click Save.
    4. Under Summary Fund 1, add a new fund.
    5. Set Fund Category: Allocated
    6. In Override Rules, set an Overcommit and/or overexpend percentage.
    7. Change Fund Category to Summary. Note that Override Rules remain.
    8. Click Save.


    None. Override rules for the summary fund do not have a functional impact - its override rules are not used (this is correct behavior).

    Category: Acquisitions

    Subject: Configuration