Fees/Fines (UXPROD-792)

[UXPROD-839] Fees/Fines in-app report: Transferred fees/fines log Created: 06/Jun/18  Updated: 17/Mar/22  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: appreport, circ-log, feesfines, resourceaccess
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
is duplicated by REP-25 Bursar Feed to Univ Bursar Closed
Relates
relates to UXPROD-867 Reporting: In-App Reports Open
Potential Workaround: Holly: The workaround would be for a library to run a query against the database (or data warehouse?) to produce this report. An alternative to including this in-app report in the MVP would be to plan it for Q1 2020, given it won't require as much testing by the implementing institutions. If we end up not doing this report as an in-app report, the Reporting SIG needs to be notified ASAP so they can make other arrangements.
Epic Link: Fees/Fines
Front End Estimate: Medium < 5 days
Front End Estimator: Holly Mistlebauer
Front-End Confidence factor: Low
Back End Estimator: Holly Mistlebauer
Estimation Notes and Assumptions: We haven't done any canned reports yet so I have no idea what will be involved.
Development Team: UNAM
PO Rank: 14.9
Rank: Chalmers (Impl Aut 2019): R4
Rank: Chicago (MVP Sum 2020): R5
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R2
Rank: 5Colleges (Full Jul 2021): R4
Rank: FLO (MVP Sum 2020): R4
Rank: GBV (MVP Sum 2020): R4
Rank: hbz (TBD): R4
Rank: Hungary (MVP End 2020): R4
Rank: Lehigh (MVP Summer 2020): R4
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

Purpose: To report what was sent to Bursar, Payroll, State Tax Office, etc. Includes both debits and credits. May include fees/fines transferred to a collection agency--we haven't discussed this enough yet.

See report described by REP-25 Closed for more details!



 Comments   
Comment by Cate Boerema (Inactive) [ 12/Oct/18 ]

Holly Mistlebauer, I see a story in here which suggests PO analysis has at least begun. Should we switch the status to Draft?

https://folio-org.atlassian.net/wiki/display/COMMUNITY/Getting+Started+for+Product+Owners#GettingStartedforProductOwners-UXPRODEpicandFeatureWorkflow/Status

Comment by Anya [ 29/Mar/19 ]

Comment from March Meeting : need a csv but not needed as in-app

Comment by Erin Nettifee [ 26/Sep/19 ]

If the LDP is not going to store patron identifiable data (it sounds like that is what's being discussed right now,) then the workaround listed here is not going to be viable.

Comment by Holly Mistlebauer [ 20/Jul/20 ]

Now duplicated by UXPROD-105 Closed .

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