Fees/Fines (UXPROD-792)

[UXPROD-1879] Refund enhancement: Implement issue credit for transferred fees/fines Created: 12/Jul/19  Updated: 23/Jan/23

Status: Open
Project: UX Product
Components: Fees/Fines
Affects versions: None
Fix versions: None
Parent: Fees/Fines

Type: New Feature Priority: P2
Reporter: Cate Boerema (Inactive) Assignee: Unassigned
Resolution: Unresolved Votes: 0
Labels: Current-ff-work, PMP, Unassigned-from-Holly, feesfines, resourceaccess, round_iv, transfer
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by MODUSERS-333 Create extract file for transfer refu... Open
is defined by MODUSERS-339 Update transfer extract process for b... Open
is defined by UIU-2719 Update lost item returned process to ... Open
is defined by UIU-2720 Update lost item renewed process to c... Open
is defined by UIU-2721 Update manual refund process to creat... Open
is defined by UIU-2717 Changes to "Transfer criteria" to acc... Open
is defined by UIU-2718 Remove transfer refunds from "Refunds... Open
is defined by UIU-2722 What needs to be done to claimed retu... Draft
Relates
relates to UXPROD-3668 Phase 2 of refund fees/fines Draft
Potential Workaround: Holly: This can be handled manually until the automated process is in place.
Epic Link: Fees/Fines
Front End Estimate: Medium < 5 days
Front End Estimator: Matt Connolly
Front-End Confidence factor: Medium
Back End Estimate: XL < 15 days
Back End Estimator: frances.webb@cornell.edu
Development Team: Vega
Kiwi Planning Points (DO NOT CHANGE): 1
PO Rank: 76
PO Ranking Note: This feature is only needed by libraries using the transfer feature, so I have set the PO Rank to a comparable number.
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R5
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R2
Rank: FLO (MVP Sum 2020): R2
Rank: GBV (MVP Sum 2020): R3
Rank: Lehigh (MVP Summer 2020): R4
Rank: MO State (MVP June 2020): R4
Rank: TAMU (MVP Jan 2021): R4
Rank: U of AL (MVP Oct 2020): R4

 Description   
Status as of January 23, 2023
Status as of January 19, 2023
Reopened on December 15, 2020

Holly re-opened this UXPROD feature because it is unlikely to be completed for R1 2021 as part of UXPROD-105: Automated Transfer of fees/fines to bursar or other account.

Merged on July 20, 2020

Holly decided to merge all of the automated transfer features to make it clear that they belong together.
The following features were merged with UXPROD-105: Automated Transfer of fees/fines to bursar or other account -

  • UXPROD-1127: Fees/Fines Settings for Transfers - Criteria
  • UXPROD-839: Fees/Fines in-app report: Transferred fees/fines log
  • UXPROD-394: Create extract file for transferred fees/fines
  • UXPROD-1879: Notify Bursar (and other transfer accounts) of refunded fees/fines
Changed on July 12, 2019

This feature was removed from UXPROD-106 Closed Refund paid fees/fines. Refunds to the Bursar (and other transfer accounts) will be reported on the Refunds to process manually in-app report, along with the other refunds.

This will be handled manually via the refund report until the automated solution is implemented.



 Comments   
Comment by Holly Mistlebauer [ 29/Sep/22 ]

Holly has documented what is needed by Cornell at https://docs.google.com/document/d/18g7o4UDKAO3PWk7mc183jUApedsX7o7i8IOnYk3XgRs/edit?usp=sharing.

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