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  1. UX Product
  2. UXPROD-2252

Multiple fee/fine charges or actions (pay, waive, transfer, error or refund) on a single notice for a patron

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    • XXXL: 30-45 days
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      This is important for UXPROD-2165 (aged to lost notices), since depending on the policy and how it's configured, they might have two fees charged at once (lost item fee as set cost or actual cost and processing fees).
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      This is important for UXPROD-2165 (aged to lost notices), since depending on the policy and how it's configured, they might have two fees charged at once (lost item fee as set cost or actual cost and processing fees).
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    Description

      Dec 2019 - split from:

      • UXPROD-1684 DONE (multiple items on overdue and courtesy notices)
      • UXPROD-2187 DONE (multiple items on check in and check out receipt notices)

      Jan 2020 - split from:

      • UXPROD-2188 OPEN (multiples items on request notices)

       

      Current Situation or Problem: A separate notice is sent for each new fee/fine charge and/or each action (payment, transfer, waive, refund or cancel) taken on a fee/fine. This feature covers work to allow multiple fee/fine charges or multiople fee/fine actions to be listed in one single notice template.

      In scope:

      • Bundle aged to lost fee/fines into a single notice (“Multiples”) when charging: Overnight : UXPROD-3998
      • Bundle overdue fines into a single notice (“Multiples”) when charging: At check-in : UXPROD-3999
      • Create a new patron notice policy trigger, to configure a template for actioning on automated aged to lost fees/fines : UXPROD-4000
      • Create a new patron notice policy trigger, to configure a template for paying automated overdue fines : UXPROD-4001
      • Bundle aged to lost fees/fines into a single notice (“Multiples”) when actioning :
      • Bundle overdue fines into a single notice (“Multiples”) when actioning : 
      • Bundle manual fines into a single notice (“Multiples”) when charging : 
      • Bundle manual fines into a single notice (“Multiples”) when actioning : 
      • Bundle reminder fees into a single notice ("Multiples") when charging : 
      • Bundle reminder fees into a single notice ("Multiples") when actioning :

       

      Out of scope

      • Querying patrons to find all patrons matching a specific criteria and then sending an ad hoc notice to just those patrons (see UXPROD-1771). Examples include all patrons with a specific outstanding balance of $100 or greater or all patrons graduating this Spring with overdue loans.
      • Fee/fine statements : UXPROD-2113 
      • Different actions and/or charges in a single notice :   (Consider using sessions on the fee/fine history and/or details page for bundling multiple actions)
      • Multiple actions taken on multiple fees/fines in a single notice (fee/fine history page) : 
      • Need to be able to show historical actions on a fee/fine charge : 

       

      Questions:

      • Do we actually need new multiple tokens, for the fees?

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                JulieBickle_LMU Julie Bickle
                dbranchini Darcy Branchini
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                  Updated:

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