[UXPROD-394] Create extract file for transferred fees/fines - FOLIO Issue Tracker

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Details

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

Template:
Potential Workaround:
Holly: The plan was that FOLIO would produce an extract that each individual library would then need to turn into what the receiving system needs. We could just skip the FOLIO part and let the institution build the extract themselves.
Epic Link:
Fees/Fines
Back End Estimate:
Medium < 5 days
Front-End Confidence factor:
Medium
Estimation Notes and Assumptions:
Should be pretty straight forward.
Development Team:
UNAM
Calculated Total Rank:
PO Rank:
63.5
Rank: Chalmers (Impl Aut 2019):
R4
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):
R4
Rank: GBV (MVP Sum 2020):
R4
Rank: hbz (TBD):
R4
Rank: Hungary (MVP End 2020):
R1
Rank: Lehigh (MVP Summer 2020):
R4
Rank: Leipzig (Full TBD):
R1
Rank: Leipzig (ERM Aut 2019):
R5
Rank: TAMU (MVP Jan 2021):
R4
Rank: U of AL (MVP Oct 2020):
R4

Description

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

This extract file will be picked up by the institution for processing against the bursar, payroll, or other system. FOLIO will simply create an extra containing the data needed. What happens next is up to the individual institution.

Update on 9/18/18: Chalmers does manual invoices now and will continue doing so at go-live.

TestRail: Results

Attachments

Issue Links

duplicates

UXPROD-105 Future Fees/Fines: Automated Transfer of fees/fines to bursar or other account

Draft

Activity

People

Assignee:: Holly Mistlebauer

Reporter:: Holly Mistlebauer

Front End Estimator:: Holly Mistlebauer

Back End Estimator:: Holly Mistlebauer

Votes:: 0 Vote for this issue

Watchers:: 3 Start watching this issue

Dates

Created:: 22/Mar/18 7:39 PM

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

Resolved:: 20/Jul/20 10:48 PM

Create extract file for transferred fees/fines