[UXPROD-1879] Notify Bursar (and other transfer accounts) of refunded fees/fines - FOLIO Issue Tracker

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Type: New Feature
Status: Draft (View Workflow)
Priority: TBD
Resolution: Unresolved
Affects Version/s: None
Fix Version/s: None
Component/s: Fees/Fines
Labels:
- PMP
- feesfines
- resourceaccess
- round_iv
- transfer

Template:
customfield_11200 27434
Potential Workaround:
Holly: This can be handled manually until the automated process is in place.
Epic Link:
Fees/Fines
Front End Estimate:
Medium < 5 days
Back End Estimate:
XL < 15 days
Front-End Confidence factor:
Medium
Development Team:
Vega
Calculated Total Rank:
Kiwi Planning Points (DO NOT CHANGE):
1
PO Rank:
76
PO Ranking Note:
This feature is only needed by libraries using the transfer feature, so I have set the PO Rank to a comparable number.
Rank: Chalmers (Impl Aut 2019):
R5
Rank: Chicago (MVP Sum 2020):
R5
Rank: Cornell (Full Sum 2021):
R1
Rank: Duke (Full Sum 2021):
R1
Rank: 5Colleges (Full Jul 2021):
R2
Rank: FLO (MVP Sum 2020):
R2
Rank: GBV (MVP Sum 2020):
R3
Rank: Lehigh (MVP Summer 2020):
R4
Rank: MO State (MVP June 2020):
R4
Rank: TAMU (MVP Jan 2021):
R4
Rank: U of AL (MVP Oct 2020):
R4

Description

Reopened on December 15, 2020

Holly re-opened this UXPROD feature because it is unlikely to be completed for R1 2021 as part of UXPROD-105: Automated Transfer of fees/fines to bursar or other account.

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

Changed on July 12, 2019

This feature was removed from ~~UXPROD-106~~ Refund paid fees/fines. Refunds to the Bursar (and other transfer accounts) will be reported on the Refunds to process manually in-app report, along with the other refunds.

This will be handled manually via the refund report until the automated solution is implemented.

TestRail: Results

Attachments

Issue Links

has to be done after

UXPROD-105 Automated Transfer of fees/fines to bursar or other account

Draft

relates to

UXPROD-3668 Phase 2 of refund fees/fines

Draft

Activity

People

Assignee:: Holly Mistlebauer

Reporter:: Cate Boerema

Front End Estimator:: Matt Connolly

Back End Estimator:: Frances Webb

Votes:: 0 Vote for this issue

Watchers:: 4 Start watching this issue

Dates

Created:: 12/Jul/19 6:36 PM

Updated:: 16/May/22 3:59 PM

Notify Bursar (and other transfer accounts) of refunded fees/fines