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folio-utils

A set of utilities for automating some tasks in FOLIO

Requirements

Install requirements through pip:

python -m pip install -r requirements.txt

Utilities

pol_expenseclasses.py

Change the expense classes on fund distributions in POLs.

Used when we were reorganizing budget expense classes in preparation for change in University budget practices.

pol_fund.py

Update funds in purchase order lines.

Used annually to reassign funds on open orders.

pol_reencumber.py

Historical interest only. This script is only here as a reference. It is unlikely to be needed again and should be considered retired.

Re-encumber funds on purchase order lines.

Used when rollover failed to encumber funds in new fiscal year for open orders.