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  1. UX Product
  2. UXPROD-394

Create extract file for transferred fees/fines

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    • 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.
    • Medium < 5 days
    • Medium
    • Should be pretty straight forward.
    • UNAM
    • 63.5
    • R4
    • R5
    • R1
    • R1
    • R2
    • R4
    • R4
    • R4
    • R1
    • R4
    • R1
    • R5
    • R4
    • 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.

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                hollyolepm Holly Mistlebauer
                hollyolepm Holly Mistlebauer
                Holly Mistlebauer Holly Mistlebauer
                Holly Mistlebauer Holly Mistlebauer
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