[UXPROD-2717] Refund paid fees/fines and create report (R1 2021 work split from Q3 2020 work) - FOLIO Issue Tracker

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Details

Type: New Feature
Status: Closed (View Workflow)
Priority: P1
Resolution: Done
Affects Version/s: None
Fix Version/s: R1 2021
Component/s: Fees/Fines
Labels:

Template:

UXPROD features
Potential Workaround:

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Holly: I split ~~UXPROD-106~~ Refund paid fees/fines into two issues (~~UXPROD-106~~ Refund paid fees/fines and UXPROD-1876 Use fee/fine refund to pay other fees/fines). This part of the refund feature is very basic and will be done without any fluff. We have already made this process quite basic by producing a report (~~UXPROD-844~~) to identify who to give refunds to rather than setting up some automated process. For the MVP the refunding of bursar-paid fees/fines will also be handled manually.
Holly: I plan to also remove the Refund button from the Open/Closed/All Fees/Fines page. This will eliminate the need for extra code to process multiple refunds at one time. Instead, refunds will be handled one at a time via the ellipsis, just as Errors are. I will add back a feature to allow multiple refunds at one time, but I'm not sure it will be needed.

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Holly: I split UXPROD-106 Refund paid fees/fines into two issues ( UXPROD-106 Refund paid fees/fines and UXPROD-1876 Use fee/fine refund to pay other fees/fines). This part of the refund feature is very basic and will be done without any fluff. We have already made this process quite basic by producing a report ( UXPROD-844 ) to identify who to give refunds to rather than setting up some automated process. For the MVP the refunding of bursar-paid fees/fines will also be handled manually. Holly: I plan to also remove the Refund button from the Open/Closed/All Fees/Fines page. This will eliminate the need for extra code to process multiple refunds at one time. Instead, refunds will be handled one at a time via the ellipsis, just as Errors are. I will add back a feature to allow multiple refunds at one time, but I'm not sure it will be needed.
Epic Link:
Fees/Fines
Front End Estimate:
Medium < 5 days
Front-End Confidence factor:
Medium
Back End Estimate:
Medium < 5 days
Estimation Notes and Assumptions:
Darcy's BE and FE estimates were Very Small (VS) < 1day as of July 20. Holly added the refund report to this UXPROD, so she increased the estimates.
Development Team:
Vega
Calculated Total Rank:
PO Rank:
0
Rank: Chalmers (Impl Aut 2019):
R5
Rank: Chicago (MVP Sum 2020):
R1
Rank: Cornell (Full Sum 2021):
R1
Rank: Duke (Full Sum 2021):
R1
Rank: 5Colleges (Full Jul 2021):
R1
Rank: FLO (MVP Sum 2020):
R1
Rank: GBV (MVP Sum 2020):
R2
Rank: Grand Valley (Full Sum 2021):
R1
Rank: hbz (TBD):
R1
Rank: Hungary (MVP End 2020):
R1
Rank: Lehigh (MVP Summer 2020):
R1
Rank: Leipzig (Full TBD):
R1
Rank: Leipzig (ERM Aut 2019):
R5
Rank: MO State (MVP June 2020):
R1
Rank: TAMU (MVP Jan 2021):
R1
Rank: U of AL (MVP Oct 2020):
R1

Description

Merged on July 20, 2020

~~UXPROD-844~~ (Fees/Fines in-app report: Refunds to process manually) was merged with ~~UXPROD-106~~ (Refund paid fees/fines) to create ~~UXPROD-106~~ (Refund paid fee/fines and create report). Note: This was done because of the constant misunderstanding that the report wasn't a high priority although it was part of the thin-thread workflow.

On July 11, 2019 ~~UXPROD-106~~ Refund paid fees/fines was split into two issues:
* ~~UXPROD-106~~ Refund paid fees/fines (this is a basic refund, including a patron notice but excluding an automated feed to the bursar)
* UXPROD-1876 Use fee/fine refund to pay other fees/fines

Some details...

Attachment Refund Fees_Fines - Processing.png contains the details of this feature as determined by the RA SIG to date. We will be revisiting this feature before the user stories are written.
A refund will be started by locating the fee/fine to refund starting from User Information and going to Fee/Fine History. The fee/fine to refund (or can do several at once) will be selected and then the refund modal will appear (as shown by attached image Refund Fees_Fines - Transaction.png).
If the patron owes other fees/fines they will be presented as for possible payment using the refund (as shown by attached image Refund Fees_Fines - Pay Other FFs.png).

TestRail: Results

Attachments

Issue Links

blocks

UXPROD-1876 Refund enhancement: Implement issue credit for paid fees/fines and apply credit options for outstanding fees/fines

Draft

clones

UXPROD-106 Refund paid fees/fines and create report (mostly finished in Q3 2020 but not released)

Closed

defines

MODFEE-160 Add Fee/fine owner as criteria for 'Refunds to process manually report'

Closed

UIU-2013 Add Fee/fine owner as criteria for 'Refunds to process manually report'

Closed

UIU-2016 Add fee/fine owner column to refund report

Closed

is blocked by

UXPROD-2445 Refactoring of Fees/Fines Actions

Closed

is defined by

MODFEE-38 Refund fees/fines

Closed

MODFEE-56 [SPIKE] Fees/fines refactoring estimation

Closed

MODFEE-144 Implement endpoint to aggregate data for refund report

Closed

MODFEE-160 Add Fee/fine owner as criteria for 'Refunds to process manually report'

Closed

UIU-1164 Refund fees/fines: Report of refunds to process manually

Closed

is duplicated by

UXPROD-844 Fees/Fines in-app report: Refunds to process manually

Closed

relates to

UXPROD-106 Refund paid fees/fines and create report (mostly finished in Q3 2020 but not released)

Closed

(1 is blocked by, 5 is defined by , 1 is duplicated by, 1 relates to)

Activity

People

Assignee:: Holly Mistlebauer

Reporter:: Cate Boerema

Front End Estimator:: Darcy Branchini

Back End Estimator:: Darcy Branchini

Votes:: 0 Vote for this issue

Watchers:: 4 Start watching this issue

Dates

Created:: 02/Oct/20 4:52 PM

Updated:: 31/Aug/21 3:15 PM

Resolved:: 04/Mar/21 1:04 PM

Refund paid fees/fines and create report (R1 2021 work split from Q3 2020 work)