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  1. ui-users
  2. UIU-1398

Charge fee/fine: "Created at" must be Service Point in order to balance fees/fines

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    • Template:
    • Development Team:
      UNAM
    • Release:
      Q2 2020

      Description

      This needs to be fixed as part of the Q1 2020 release!

      Overview: Currently the "created at" field for a Fee/Fine "Action" (e.g. charge, pay, waive, transfer, cancel) is set to the Fee/Fine Owner associated with the Service Point where the transaction took place. In order to balance fees/fines (aka balance the cash drawer) we need to instead record the actual Service where the transaction took place.

      The set-up steps I followed to create my example are...
      1) I am a staff member logged in at Service Point "HB Infodisk" (as shown in attachment Staff-Logged-In.JPG) <==set Service Point Preference at Users>User Information>Service Points
      2) The Fee/Fine Owner for Service Point "HB Infodisk" is "Main Circ", which also has 3 other Service Points (as shown in attachment Main-Circ-SPs.JPG) <==created at Settings>Users>Fee/fine: Owners
      3) I have created manual fee/fine charges for Fee/Fine Owner "Main Circ" (see attachment Main-Circ-Charges.JPG) <==created at Settings>Users>Fee/fine: Manual charges

      Then I followed these steps to charge a fee/fine using the CHARGE ONLY button...
      1) Find an "active" user
      2) Go to user's User Information page and expand the Fees/Fines section
      3) Press the Create fee/fine button
      4) On the New fee/fine page, select Fee/fine owner of "Main Circ" and Fee/fine type of "Locker Rental Fee", which is 15.00.
      5) Press the *Charge only
      * button
      6) You should be taken back to the User Information page for your test user
      7) Expand the Fees/Fines section and click on the "View all fees/fines" link, which will open up Fees/Fines History (aka Open/Closed/All Fees/Fines)
      8) Click on the Fees/Fines History row for the fee/fine you just created, which will open Fee/Fine Details
      9) The Fee/Fine Details page is where you can view the Fee/Fine "Action" records--for this test case please look at attachment Charge-Only.JPG where you will note:
      a) The Fee/Fine Owner is set to "Main Circ", which is correct.
      b) The "Created at" entry for the "Action" is set to "Main Circ" as well, but I have updated the screen to show that it should be the Service Point ("HB Infodisk") where the charge took place. This is the change you need to make.

      Then I followed these steps to charge a fee/fine using the CHARGE & PAY NOW button...
      1) Find an "active" user
      2) Go to user's User Information page and expand the Fees/Fines section
      3) Press the Create fee/fine button
      4) On the New fee/fine page, select Fee/fine owner of "Main Circ" and Fee/fine type of "Carrel Rental Fee", which is 35.00.
      5) Press the Charge & pay now button
      6) You should be taken back to the User Information page for your test user
      7) Expand the Fees/Fines section and click on the "View all fees/fines" link, which will open up Fees/Fines History (aka Open/Closed/All Fees/Fines)
      8) Click on the Fees/Fines History row for the fee/fine you just created, which will open Fee/Fine Details
      9) The Fee/Fine Details page is where you can view the Fee/Fine "Action" records--for this test case please look at attachment Charge-and-Pay-Now.JPG where you will note:
      a) The Fee/Fine Owner is set to "Main Circ", which is correct.
      b) The "Created at" entry for the "Action" is set to "Main Circ" as well, but I have updated the screen to show that it should be the Service Point ("HB Infodisk") where the charge took place. This is the change you need to make.

        TestRail: Results

          Attachments

          1. Charge-and-Pay-Now.JPG
            Charge-and-Pay-Now.JPG
            128 kB
          2. Charge-Only.JPG
            Charge-Only.JPG
            125 kB
          3. Main-Circ-Charges.JPG
            Main-Circ-Charges.JPG
            45 kB
          4. Main-Circ-SPs.JPG
            Main-Circ-SPs.JPG
            65 kB
          5. Staff-Logged-In.JPG
            Staff-Logged-In.JPG
            70 kB

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                Assignee:
                isela ISELA GARCIA
                Reporter:
                hollyolepm Holly Mistlebauer
                Tester Assignee:
                Holly Mistlebauer Holly Mistlebauer
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                  Updated:
                  Resolved:

                    TestRail: Runs

                      TestRail: Cases