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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>
    <language>en-us</language>    <build-info>
        <version>1001.0.0-SNAPSHOT</version>
        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
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<item>
            <title>[UXPROD-986] Fees/Fines Institution Settings for Transfers - Accounts</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-986</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description></description>
                <environment></environment>
        <key id="10616">UXPROD-986</key>
            <summary>Fees/Fines Institution Settings for Transfers - Accounts</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="13654">UXPROD-792</parent>
                                    <priority id="10004" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p5.svg">P5</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:a957226f-df85-4fc8-97f4-8b27a26029ed">Holly Mistlebauer</assignee>
                                                                <reporter accountid="557058:a957226f-df85-4fc8-97f4-8b27a26029ed">Holly Mistlebauer</reporter>
                                    <labels>
                            <label>feesfines</label>
                            <label>resourceaccess</label>
                    </labels>
                <created>Wed, 4 Jul 2018 18:58:41 +0000</created>
                <updated>Tue, 31 Aug 2021 15:15:36 +0000</updated>
                            <resolved>Thu, 9 May 2019 17:20:15 +0000</resolved>
                                                    <fixVersion>Q1 2019</fixVersion>
                                    <component>Fees/Fines</component>
                        <due></due>
                            <votes>0</votes>
                                    <watches>3</watches>
                                                                <comments>
                                                            <comment id="12288" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Tue, 9 Oct 2018 20:56:11 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=712020%3A0a02d059-b8b9-48b3-8a58-727ec44d05d2&quot; class=&quot;user-hover&quot; rel=&quot;712020:0a02d059-b8b9-48b3-8a58-727ec44d05d2&quot; data-account-id=&quot;712020:0a02d059-b8b9-48b3-8a58-727ec44d05d2&quot; accountid=&quot;712020:0a02d059-b8b9-48b3-8a58-727ec44d05d2&quot; rel=&quot;noreferrer&quot;&gt;Theodor Tolstoy (One-Group.se)&lt;/a&gt;, Lisa told me that she needs to be able to manually transfer a fee/fine for an individual (
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-1117&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-1117&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Manual transfer of fees/fines to bursar, collections, or other account&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-1117
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
).  This feature needs to exist for that to happen.&lt;/p&gt;</comment>
                                                            <comment id="12290" author="5afc1ced2083b15a0bd3e494" created="Wed, 10 Oct 2018 06:39:08 +0000"  >&lt;p&gt;Hi Holly!&lt;/p&gt;

&lt;p&gt;I think what I tried to convey is that we do all of the actual handling of &quot;fines&quot; &amp;#8211; in reality one time replacement+administrative charges for lost books &amp;#8211; outside of the ILS. All we do in our current ILS is put down the owed sum in a field in the patron record, then remove the sum when the invoice has been paid.&lt;/p&gt;

&lt;p&gt;With that in mind, I don&apos;t think we should need functionality for transferring fees/fines. &lt;/p&gt;</comment>
                                                            <comment id="12292" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Wed, 10 Oct 2018 23:43:04 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5afc1ced2083b15a0bd3e494&quot; class=&quot;user-hover&quot; rel=&quot;5afc1ced2083b15a0bd3e494&quot; data-account-id=&quot;5afc1ced2083b15a0bd3e494&quot; accountid=&quot;5afc1ced2083b15a0bd3e494&quot; rel=&quot;noreferrer&quot;&gt;Lisa Sj&#246;gren&lt;/a&gt;.  In the survey at &lt;a href=&quot;https://docs.google.com/spreadsheets/d/1E-QpJV2f33HZxnQnHmScMDXKhJhwKdw3j3yGDqYbVek/edit?usp=sharing&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://docs.google.com/spreadsheets/d/1E-QpJV2f33HZxnQnHmScMDXKhJhwKdw3j3yGDqYbVek/edit?usp=sharing&lt;/a&gt; you indicated that Chalmers transfers fees/fines manually to the &quot;central economy system.&quot;  The Manual Transfer Fee/Fine process is just a way to record that a particular fee/fine or set of fees/fine for a patron have been transferred to the &quot;central economy system.&quot;  Otherwise you don&apos;t have a way to update the patron&apos;s record to indicate this.  A transaction has to take place to update the patron&apos;s record.  You could do payment on the fee/fine, but a transfer isn&apos;t really a payment.  &lt;/p&gt;

&lt;p&gt;In your comment above, what you are describing would be charged to the patron via the Charge Manual Fee/Fine feature.  You simply indicate that the patron has lost a book and owes a certain amount for the lost book and/or replacement+administrative fees (whatever you want to charge for).  This shows up in the patron&apos;s record associated with the lost book .  After the charge has been created, you have the option to waive part or all of the fee/fine, cancel the fee/fine as an error, or transfer the fee/fine to another institution/account.  (Not all institutions do transfers.)  You can also process a full or partial payment on the fee/fine.  After the fee/fine has been paid, you have the open to refund all or part of the fee/fine.  All of these features are already available except for transfer and refund.   &lt;/p&gt;

&lt;p&gt;Hopefully I have explained this clearly.  If not, please let me know.&lt;/p&gt;

&lt;p&gt;Thanks,&lt;br/&gt;
Holly&lt;/p&gt;</comment>
                                                            <comment id="12295" author="557058:a957226f-df85-4fc8-97f4-8b27a26029ed" created="Wed, 7 Nov 2018 18:02:54 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5afc1ced2083b15a0bd3e494&quot; class=&quot;user-hover&quot; rel=&quot;5afc1ced2083b15a0bd3e494&quot; data-account-id=&quot;5afc1ced2083b15a0bd3e494&quot; accountid=&quot;5afc1ced2083b15a0bd3e494&quot; rel=&quot;noreferrer&quot;&gt;Lisa Sj&#246;gren&lt;/a&gt; and &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=712020%3A0a02d059-b8b9-48b3-8a58-727ec44d05d2&quot; class=&quot;user-hover&quot; rel=&quot;712020:0a02d059-b8b9-48b3-8a58-727ec44d05d2&quot; data-account-id=&quot;712020:0a02d059-b8b9-48b3-8a58-727ec44d05d2&quot; accountid=&quot;712020:0a02d059-b8b9-48b3-8a58-727ec44d05d2&quot; rel=&quot;noreferrer&quot;&gt;Theodor Tolstoy (One-Group.se)&lt;/a&gt;:  I changed the ranking for this issue to &quot;can wait up to 1 year after go-live&quot; because this feature is required if you want to due manual transfers 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-1117&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-1117&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Manual transfer of fees/fines to bursar, collections, or other account&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-1117
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
, which you have ranked as &quot;can wait up to 1 year after go-live.&quot;  Thanks!&lt;/p&gt;</comment>
                                                            <comment id="12297" author="5d6eeadef989e00d8c7e897b" created="Fri, 29 Mar 2019 22:23:47 +0000"  >&lt;p&gt;Comment from March Meeting: could be a csv- add a note that this is transferred - need a status change to indicate a change - default setting &lt;/p&gt;</comment>
                    </comments>
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                            <issuelinktype id="10003">
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                                            <outwardlinks description="relates to">
                                        <issuelink>
            <issuekey id="10439">UXPROD-389</issuekey>
        </issuelink>
                            </outwardlinks>
                                                                <inwardlinks description="relates to">
                                        <issuelink>
            <issuekey id="10719">UXPROD-1127</issuekey>
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            <issuekey id="44752">UIU-544</issuekey>
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