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  1. ui-users
  2. UIU-1555

Transfer Accounts listed in drop-down for Transfer Fee/Fine should be by Fee/Fine Owner

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    Details

    • Template:
      Standard Bug Write-Up Format
    • Development Team:
      UNAM
    • Release:
      R2 2021

      Description

      Steps

      1. Create a Fee/Fine Owner at Settings>Users>Fee/Fine: Owners. Mine is Holly Fee/Fine Owner.
      2. Add Transfer Accounts for the new Fee/Fine owner at Settings>Users>Fee/Fine: Transfer accounts. I added Bursar and University Payroll (as shown in attachment Transfer-ff-1.png).
      3. In my case other Fee/Fine Owners with Transfer Accounts already existed. You may need to add other Fee/Fine Owners with Transfer Accounts. Enter different Transfer Accounts for the second Fee/Fine Owner. Mine is Holly Fee/Fine Owner.
      4. Create a manual fee/fine for a patron using the Fee/Fine Owner you created first.
      5. Go to Fee/Fine History for the patron and use the ellipsis menu to Transfer the fee/fine.
      6. Click on the drop-down for Transfer Account.

      Expected result
      Only the two Transfer Accounts for the fee/fine owner of the fee/fine appear in the Transfer Account drop-down list. In my case this would be Bursar and University Payroll.

      Actual result
      The Transfer Accounts for all fee/fine owners appeared in the Transfer Account drop-down list. In my case this was Bursar and University Payroll, plus University, State and Test (as shown in attachment Transfer-ff-2.png). University, State and Test should not be there.

      Update
      Add Fee/Fine Owner to the Transfer Fee/Fine modal as a drop-down selection. See attached mock-up Transfer-ff-3.png for details. (Paying fees/fines works in a similar manner.)

        TestRail: Results

          Attachments

          1. image-2021-04-27-16-19-39-865.png
            image-2021-04-27-16-19-39-865.png
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          2. image-2021-04-27-16-20-07-439.png
            image-2021-04-27-16-20-07-439.png
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          3. image-2021-04-27-16-21-04-641.png
            image-2021-04-27-16-21-04-641.png
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          4. image-2021-04-27-16-22-12-221.png
            image-2021-04-27-16-22-12-221.png
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          5. image-2021-04-27-16-26-18-420.png
            image-2021-04-27-16-26-18-420.png
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          6. image-2021-04-27-16-26-40-601.png
            image-2021-04-27-16-26-40-601.png
            46 kB
          7. image-2021-04-28-13-02-55-001.png
            image-2021-04-28-13-02-55-001.png
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          8. image-2021-04-28-13-05-05-755.png
            image-2021-04-28-13-05-05-755.png
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          9. image-2021-04-28-13-06-30-766.png
            image-2021-04-28-13-06-30-766.png
            93 kB
          10. Transfer-ff-1.png
            Transfer-ff-1.png
            83 kB
          11. Transfer-ff-2.png
            Transfer-ff-2.png
            89 kB
          12. Transfer-ff-3.png
            Transfer-ff-3.png
            135 kB

            Activity

              People

              Assignee:
              ccruzg@dgb.unam.mx Christian Cruz Garrido
              Reporter:
              hollyolepm Holly Mistlebauer
              Tester Assignee:
              Holly Mistlebauer Holly Mistlebauer
              UX Lead:
              Kimie Kester Kimie Kester
              Votes:
              0 Vote for this issue
              Watchers:
              2 Start watching this issue

                Dates

                Created:
                Updated:
                Resolved:

                  TestRail: Runs

                    TestRail: Cases