Details
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New Feature
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Status: Closed (View Workflow)
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P3
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Resolution: Done
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None
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None
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R2 2021
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R1
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R1
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R3
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R5
Description
Current situation or problem:
Cornell Library needs a table-driven way to manage Cornell Bursar Item Types and Item Descriptions, including a UI to manage these values. This feature is a follow-on to https://issues.folio.org/browse/UXPROD-2862 , which relies on hard-coded item types and descriptions.
In scope
- Create table to store the fields: bursar item type, bursar description, bursar item code (having only the values "Charge" or "Payment"), fee/fine owner, fee/fine type. These are all varchar (variable-length text) fields. The specific values are listed in the attached spreadsheet file, "New Bursar Library Item Types Table pr52.xlsx". The table should also track who updated the values and when, using standard FOLIO field names / types for that.
- Create a user interface to manage all values in the table. The proper location of the form is uncertain at the moment, but in the form, bursar item type and bursar description should be free-text fields. Bursar item code, fee/fine owner, and fee/fine type should be pull-down lists. The fee/fine owner pull-down list would be populated by the existing fee/fine owner list managed in Settings > Users > Fee/Fine: Owners. Users should have a way to modify the values fee/fine type as well, perhaps adding that to Settings > Users > Fee/Fine.
- Permissions: The table-driven UI should be usable only by users who have access to the other bursar-related features.
TestRail: Results
Attachments
Issue Links
- defines
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MODEXPS-10 Enhance fees/fines bursar report settings
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- Closed
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MODEXPW-6 Enhance fees/fines bursar report settings
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- Closed
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MODEXPW-7 Do not use setting for service point; use 'system' service point
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- Closed
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- is defined by
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UIPBEX-9 Bursar Item Types for Fees/Fines
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- Closed
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UIPBEX-10 Rename Bursar export to Transfer criteria
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- Closed
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UITEN-169 Move Tenant/Bursar exports to Users/Transfer criteria
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- Closed
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UIU-2098 Move Tenant/Bursar exports to Users/Transfer criteria
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- Closed
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- relates to
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UXPROD-2862 Cornell Library's go-live requirements to transfer fees/fines to the Cornell bursar system
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- Closed
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- mentioned in
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