Fees/Fines (UXPROD-792)

[UXPROD-394] Create extract file for transferred fees/fines Created: 22/Mar/18  Updated: 31/Aug/21  Resolved: 20/Jul/20

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

Type: New Feature Priority: TBD
Reporter: Holly Mistlebauer Assignee: Holly Mistlebauer
Resolution: Duplicate Votes: 0
Labels: PMP, feesfines, resourceaccess, round_iv
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Duplicate
duplicates UXPROD-105 Future Fees/Fines: Update current aut... Closed
Potential Workaround: Holly: The plan was that FOLIO would produce an extract that each individual library would then need to turn into what the receiving system needs. We could just skip the FOLIO part and let the institution build the extract themselves.
Epic Link: Fees/Fines
Front End Estimator: Holly Mistlebauer
Front-End Confidence factor: Medium
Back End Estimate: Medium < 5 days
Back End Estimator: Holly Mistlebauer
Estimation Notes and Assumptions: Should be pretty straight forward.
Development Team: UNAM
PO Rank: 63.5
Rank: Chalmers (Impl Aut 2019): R4
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): R4
Rank: GBV (MVP Sum 2020): R4
Rank: hbz (TBD): R4
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R4
Rank: Leipzig (Full TBD): R1
Rank: Leipzig (ERM Aut 2019): R5
Rank: TAMU (MVP Jan 2021): R4
Rank: U of AL (MVP Oct 2020): R4

 Description   
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

This extract file will be picked up by the institution for processing against the bursar, payroll, or other system. FOLIO will simply create an extra containing the data needed. What happens next is up to the individual institution.

Update on 9/18/18: Chalmers does manual invoices now and will continue doing so at go-live.



 Comments   
Comment by Holly Mistlebauer [ 07/Nov/18 ]

Lisa Sjögren and Theodor Tolstoy (One-Group.se): I have changed the Chalmers ranking for this feature to "can wait up to 1 year" because this feature is tied to UXPROD-1117 Closed , manual transfer of fee/fine. If UXPROD-1117 Closed "can wait up to 1 year" after go-live then we don't need UXPROD-394 Closed until then either. Thanks!

Comment by Theodor Tolstoy (One-Group.se) [ 08/Nov/18 ]

Thank you Holly Mistlebauer, that makes sense.

Comment by Jesse Koennecke [ 18/May/20 ]

How does this requirement mesh with https://folio-org.atlassian.net/browse/REP-25? Is there duplicate effort happening?

Comment by Holly Mistlebauer [ 20/Jul/20 ]

Now duplicated by UXPROD-105 Closed .

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