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    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
    <description>This file is an XML representation of an issue</description>
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        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
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<item>
            <title>[UXPROD-835] Support for Hosting and/or Platform fees</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-835</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;In some circumstances there maybe a Hosting and/or Platform fee associated with one or more agreements, or separate to any specific agreement&lt;/p&gt;

&lt;p&gt;The nature of Hosting &amp;amp; Platform fees needs more analysis but it is expected that institutions will want to:&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;Be able to see fees associated with a platform&lt;/li&gt;
	&lt;li&gt;Be able to see all fees associated with accessing specific content (e.g. content costs + any access fees associated)&lt;/li&gt;
	&lt;li&gt;Be able to see fees associated with a specific provider across agreements&lt;/li&gt;
&lt;/ul&gt;
</description>
                <environment></environment>
        <key id="10562">UXPROD-835</key>
            <summary>Support for Hosting and/or Platform fees</summary>
                <type id="10002" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium">New Feature</type>
                            <parent id="13645">UXPROD-573</parent>
                                    <priority id="10002" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p3.svg">P3</priority>
                        <status id="6" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/closed.png" description="The issue is considered finished, the resolution is correct. Issues which are closed can be reopened.">Closed</status>
                    <statusCategory id="3" key="done" colorName="green"/>
                                    <resolution id="10003">Done</resolution>
                                                        <assignee accountid="557058:f42d9c43-226d-4aa3-bb31-9b2dd07920aa">Owen Stephens</assignee>
                                                                <reporter accountid="557058:f42d9c43-226d-4aa3-bb31-9b2dd07920aa">Owen Stephens</reporter>
                                    <labels>
                            <label>ERM</label>
                            <label>po-mvp</label>
                            <label>resourcemanagement</label>
                            <label>team-mvp</label>
                    </labels>
                <created>Wed, 6 Jun 2018 08:41:49 +0000</created>
                <updated>Thu, 17 Mar 2022 18:36:11 +0000</updated>
                            <resolved>Wed, 27 Nov 2019 08:15:40 +0000</resolved>
                                                    <fixVersion>Q4 2019</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>4</watches>
                                                                <comments>
                                                            <comment id="10576" author="712020:0a02d059-b8b9-48b3-8a58-727ec44d05d2" created="Tue, 9 Oct 2018 12:11:07 +0000"  >&lt;p&gt;Ranked this down to a quarter after go-live given we can put this in a notes field when migrating.&lt;/p&gt;</comment>
                                                            <comment id="10581" author="62a96ae7192edb006f9f1bf9" created="Wed, 10 Jul 2019 12:20:03 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Af42d9c43-226d-4aa3-bb31-9b2dd07920aa&quot; class=&quot;user-hover&quot; rel=&quot;557058:f42d9c43-226d-4aa3-bb31-9b2dd07920aa&quot; data-account-id=&quot;557058:f42d9c43-226d-4aa3-bb31-9b2dd07920aa&quot; accountid=&quot;557058:f42d9c43-226d-4aa3-bb31-9b2dd07920aa&quot; rel=&quot;noreferrer&quot;&gt;Owen Stephens&lt;/a&gt; - is the expectation that Orders would not support? My assumption is that Orders can provide some indication that a hosting and platform fee is included and/or that this information can also be attached to the agreement under Supporting materials. Thoughts?&lt;/p&gt;

&lt;p&gt;cc: &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A2f7b6349-450b-419a-ba54-c181f51383ad&quot; class=&quot;user-hover&quot; rel=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; data-account-id=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; accountid=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; rel=&quot;noreferrer&quot;&gt;Dennis Bridges&lt;/a&gt; and &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5af5e627525ba96b58654f12&quot; class=&quot;user-hover&quot; rel=&quot;5af5e627525ba96b58654f12&quot; data-account-id=&quot;5af5e627525ba96b58654f12&quot; accountid=&quot;5af5e627525ba96b58654f12&quot; rel=&quot;noreferrer&quot;&gt;Ann-Marie Breaux&lt;/a&gt;&lt;/p&gt;</comment>
                                                            <comment id="10588" author="557058:f42d9c43-226d-4aa3-bb31-9b2dd07920aa" created="Wed, 10 Jul 2019 13:10:15 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=62a96ae7192edb006f9f1bf9&quot; class=&quot;user-hover&quot; rel=&quot;62a96ae7192edb006f9f1bf9&quot; data-account-id=&quot;62a96ae7192edb006f9f1bf9&quot; accountid=&quot;62a96ae7192edb006f9f1bf9&quot; rel=&quot;noreferrer&quot;&gt;Khalilah Gambrell&lt;/a&gt; I think the question for me is what the relationship(s) need to be between these payments and resources and/or agreements.&lt;br/&gt;
For me the key thing that came out of the discussion in the ERM Subgroup call today is that a single Agreement line might have multiple POLs associated with it in terms of representing:&lt;/p&gt;

&lt;p&gt;1) The content fee (could be one-off)&lt;br/&gt;
2) The hosting fee (repeated)&lt;/p&gt;

&lt;p&gt;And that currently we&apos;ve said that there is only one POL for each Agreement Line. If these two charges are just different invoices/invoice lines on the same POL then it all works, but if they are different POLs - which in this case they are because one pays for content outright, and the other is an annual access/hosting fee - so we have one one-off order and once continuing order - then we have a problem right now&lt;/p&gt;

&lt;p&gt;But interested to hear comments from you, &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A2f7b6349-450b-419a-ba54-c181f51383ad&quot; class=&quot;user-hover&quot; rel=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; data-account-id=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; accountid=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; rel=&quot;noreferrer&quot;&gt;Dennis Bridges&lt;/a&gt; and &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5af5e627525ba96b58654f12&quot; class=&quot;user-hover&quot; rel=&quot;5af5e627525ba96b58654f12&quot; data-account-id=&quot;5af5e627525ba96b58654f12&quot; accountid=&quot;5af5e627525ba96b58654f12&quot; rel=&quot;noreferrer&quot;&gt;Ann-Marie Breaux&lt;/a&gt; because I definitely don&apos;t want to over-engineer this!&lt;/p&gt;</comment>
                                                            <comment id="10595" author="5af5e627525ba96b58654f12" created="Wed, 10 Jul 2019 16:42:59 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Af42d9c43-226d-4aa3-bb31-9b2dd07920aa&quot; class=&quot;user-hover&quot; rel=&quot;557058:f42d9c43-226d-4aa3-bb31-9b2dd07920aa&quot; data-account-id=&quot;557058:f42d9c43-226d-4aa3-bb31-9b2dd07920aa&quot; accountid=&quot;557058:f42d9c43-226d-4aa3-bb31-9b2dd07920aa&quot; rel=&quot;noreferrer&quot;&gt;Owen Stephens&lt;/a&gt; &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=62a96ae7192edb006f9f1bf9&quot; class=&quot;user-hover&quot; rel=&quot;62a96ae7192edb006f9f1bf9&quot; data-account-id=&quot;62a96ae7192edb006f9f1bf9&quot; accountid=&quot;62a96ae7192edb006f9f1bf9&quot; rel=&quot;noreferrer&quot;&gt;Khalilah Gambrell&lt;/a&gt; I thought some of the libraries said that they pay annual fees without creating a POL. They create an invoice in their ILS, but do not associate it with a POL. Does anyone else remember that? If that&apos;s the case, then the link might need to come from the invoice instead of the POL?&lt;/p&gt;</comment>
                                                            <comment id="10601" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Wed, 10 Jul 2019 18:35:45 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Af42d9c43-226d-4aa3-bb31-9b2dd07920aa&quot; class=&quot;user-hover&quot; rel=&quot;557058:f42d9c43-226d-4aa3-bb31-9b2dd07920aa&quot; data-account-id=&quot;557058:f42d9c43-226d-4aa3-bb31-9b2dd07920aa&quot; accountid=&quot;557058:f42d9c43-226d-4aa3-bb31-9b2dd07920aa&quot; rel=&quot;noreferrer&quot;&gt;Owen Stephens&lt;/a&gt; &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=62a96ae7192edb006f9f1bf9&quot; class=&quot;user-hover&quot; rel=&quot;62a96ae7192edb006f9f1bf9&quot; data-account-id=&quot;62a96ae7192edb006f9f1bf9&quot; accountid=&quot;62a96ae7192edb006f9f1bf9&quot; rel=&quot;noreferrer&quot;&gt;Khalilah Gambrell&lt;/a&gt; &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5af5e627525ba96b58654f12&quot; class=&quot;user-hover&quot; rel=&quot;5af5e627525ba96b58654f12&quot; data-account-id=&quot;5af5e627525ba96b58654f12&quot; accountid=&quot;5af5e627525ba96b58654f12&quot; rel=&quot;noreferrer&quot;&gt;Ann-Marie Breaux&lt;/a&gt; At the moment that would be 2 separate POLs unless the Library were to add the hosting fee as &quot;Additional charges&quot; in the POL. However, it would be dangerous to assume &quot;additional charges&quot; were always hosting fees. These could also be accounted for as adjustments to the invoice line that relates to the POL but I&apos;ve never heard a specific use case for adding hosting fees as &quot;adjustments&quot; to an invoice line. At least not that I can recall. Most common scenario would be that these end up being two POLs and one of them (Hosting Fee) is set to NOT create inventory.&lt;/p&gt;</comment>
                                                            <comment id="10608" author="557058:f42d9c43-226d-4aa3-bb31-9b2dd07920aa" created="Thu, 11 Jul 2019 09:12:30 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A2f7b6349-450b-419a-ba54-c181f51383ad&quot; class=&quot;user-hover&quot; rel=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; data-account-id=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; accountid=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; rel=&quot;noreferrer&quot;&gt;Dennis Bridges&lt;/a&gt; said:&lt;/p&gt;
&lt;blockquote&gt;&lt;p&gt;Most common scenario would be that these end up being two POLs and one of them (Hosting Fee) is set to NOT create inventory.&lt;/p&gt;&lt;/blockquote&gt;

&lt;p&gt;This is where I see the challenge we have. I think the question is: what is the best way to record/show the link between the second POL to the resource(s) in question?&lt;/p&gt;

&lt;p&gt;The ERM subgroup was clear that this is information they want, and that the expenditure is explicitly linked to the resource&lt;/p&gt;</comment>
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