We don't allow credit balances in our consortium, so I don't have any experience with that.
Terran McCanna, PINES Program Manager ------------------------------ Georgia Public Library Service | University System of Georgia 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341 (404) 235-7138 | [email protected] http://help.georgialibraries.org | [email protected] <https://www.facebook.com/georgialibraries> <https://www.twitter.com/georgialibs> <https://www.instagram.com/georgialibraries/> <https://www.twitter.com/georgialibs> Join our email list <http://georgialibraries.org> for stories of Georgia libraries making an impact in our communities. On Thu, Jan 28, 2021 at 5:46 PM Cerninakova Eva <[email protected]> wrote: > Hi Terran, > > Thank you very much for additional details. > > I have one more question, which is intended for everyone (not just Terran) > and concerns the possibility of adding a negative amount to the paid bill > for the deposit. > In the Library Settings Editor, I have found several settings related to > negative balance, particularly the one: "Prohibit negative balance on bills > (DEFAULT)" > I thought it might help me with my problem and allow the negative amount > to be added to the deposit bill according to the amount paid. I tried to > change the setting "Prohibit negative balance on bills" to "False". > Unfortunately, even after changing this setting to "false" it was still not > possible to add a negative amount to the deposit bill. > > Does anyone know if this particular setting could be related to some other > settings? Or does the settings allowing negative balance only apply to > system generated bills, not to those charged manually? > > Thanks > Eva > > > > > > > Eva Cerniňáková > > vedoucí Knihovny Jabok > > Jabok - Vyšší odborná škola sociálně pedagogická a teologická > > > > > +420 211 222 409 <+420+211+222+413> > > [email protected] <[email protected]> > > knihovna.jabok.cz <https://www.jabok.cz> > > Salmovská 8, Praha 2, 120 00 > > > [image: facebook] <https://www.instagram.com/vosjabok/?hl=cs> [image: > instagram] <https://www.facebook.com/vosjabok/> > > > > > > > > st 27. 1. 2021 v 16:59 odesílatel Terran McCanna < > [email protected]> napsal: > >> Yes, that is correct. We set up that additional billing type locally. >> >> I think the deposit/refund process could definitely be improved, but I >> don't think anyone has put a lot of thought into rethinking how it should >> work better from either a staff perspective or from a software perspective >> yet. Only a few of our libraries are using deposits, and some of those >> aren't doing them through Evergreen, they are using local tracking >> processes. >> >> >> >> Terran McCanna, PINES Program Manager >> ------------------------------ >> >> Georgia Public Library Service | University System of Georgia >> >> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341 >> >> (404) 235-7138 | [email protected] >> >> http://help.georgialibraries.org | [email protected] >> >> <https://www.facebook.com/georgialibraries> >> <https://www.twitter.com/georgialibs> >> <https://www.instagram.com/georgialibraries/> >> <https://www.twitter.com/georgialibs> >> >> Join our email list <http://georgialibraries.org> for stories of Georgia >> libraries making an impact in our communities. >> >> >> >> On Wed, Jan 27, 2021 at 10:03 AM Cerninakova Eva <[email protected]> wrote: >> >>> >>> >>> Hi Terran, >>> >>> thank you very much. PINES documentation is a very useful source of >>> information because, in addition to the manuals for working with Evergreen, >>> it also contains several scenarios how the issue could be dealt with. When >>> thinking about various workflow options, it is very inspiring and helpful ☺. >>> >>> However, I would like to ask you about some details: >>> >>> In the documentation (in the section describing how to manage deposit >>> with Evergreen >>> <https://pines.georgialibraries.org/dokuwiki/doku.php?id=circ:bills:deposits#managing_deposits_with_evergreen>), >>> the following instructions are given: >>> "On the Bills > History screen, click Add Billing. Choose Billing Type >>> of “Refund: Deposit Item Returned” with an amount of zero (0)'" >>> However, I don't see a Billing type "Refund: Deposit Item Returned" in >>> our system. I suppose it is because it's not a billing type available in >>> Evergreen by default (i.e. this billing type has been set manually on your >>> system). Am I right? >>> And am I right to think that this procedure only serves to indicate >>> that the deposit has been refunded to the patron, but the refunded amount >>> will not be reflected in the staff client Cash reports or in cash payments >>> report outputs? >>> >>> Thank you in advance for additional explanation. >>> >>> Eva >>> >>> >>> >>> >>> >>> >>> >>> >>> >>> Mgr. Eva Cerniňáková >>> >>> vedoucí Knihovny Jabok >>> >>> Jabok - Vyšší odborná škola sociálně pedagogická a teologická >>> >>> >>> >>> >>> +420 211 222 409 <+420+211+222+413> >>> >>> [email protected] <[email protected]> >>> >>> knihovna.jabok.cz <https://www.jabok.cz> >>> >>> Salmovská 8, Praha 2, 120 00 >>> >>> >>> [image: facebook] <https://www.instagram.com/vosjabok/?hl=cs> [image: >>> instagram] <https://www.facebook.com/vosjabok/> >>> >>> >>> >>> >>> >>> >>> >>> út 26. 1. 2021 v 18:29 odesílatel Terran McCanna < >>> [email protected]> napsal: >>> >>>> Hi Eva, >>>> >>>> There may be better ways to do this, but this is what our libraries are >>>> doing: >>>> >>>> >>>> https://pines.georgialibraries.org/dokuwiki/doku.php?id=circ:bills:deposits#managing_deposits_with_evergreen >>>> >>>> I hope that helps, >>>> Terran >>>> >>>> >>>> Terran McCanna, PINES Program Manager >>>> ------------------------------ >>>> >>>> Georgia Public Library Service | University System of Georgia >>>> >>>> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341 >>>> >>>> (404) 235-7138 | [email protected] >>>> >>>> http://help.georgialibraries.org | [email protected] >>>> >>>> <https://www.facebook.com/georgialibraries> >>>> <https://www.twitter.com/georgialibs> >>>> <https://www.instagram.com/georgialibraries/> >>>> <https://www.twitter.com/georgialibs> >>>> >>>> Join our email list <http://georgialibraries.org> for stories of >>>> Georgia libraries making an impact in our communities. >>>> >>>> >>>> >>>> On Mon, Jan 25, 2021 at 1:02 PM Cerninakova Eva <[email protected]> >>>> wrote: >>>> >>>>> Hi all, >>>>> >>>>> I wonder whether there is a possibility to add a negative billing to a >>>>> deposit fee that has been previously charged and paid? >>>>> >>>>> We are about to start borrowing tablets in our library, and we want >>>>> patrons to pay a small refundable deposit when a tablet is being checked >>>>> out and refund it at check in. I am currently trying to make up checkout >>>>> and check in procedures. However, I am not sure how to refund a deposit. >>>>> When the item has been checked in, and I try to add a negative bill to a >>>>> transaction related to the paid deposit fee in the patron billing >>>>> history, >>>>> Evergreen displays a warning that the *amount must be greater than or >>>>> equal to 0*. >>>>> Could this be caused by a setting in our Evergreen installation? Or >>>>> is it a general Evergreen feature? >>>>> >>>>> If the second option is true and adding a bill with a negative >>>>> amount is not possible to use in Evergreen to refund a deposit, what >>>>> procedures do you use in your libraries to refund a deposit payment? >>>>> >>>>> Thanks a lot for your help. >>>>> >>>>> Eva >>>>> >>>>> >>>>> >>>>> >>>>> >>>>> >>>>> >>>>> Mgr. Eva Cerniňáková >>>>> >>>>> vedoucí Knihovny Jabok >>>>> >>>>> Jabok - Vyšší odborná škola sociálně pedagogická a teologická >>>>> >>>>> >>>>> >>>>> >>>>> +420 211 222 409 <+420+211+222+413> >>>>> >>>>> [email protected] <[email protected]> >>>>> >>>>> knihovna.jabok.cz <https://www.jabok.cz> >>>>> >>>>> Salmovská 8, Praha 2, 120 00 >>>>> >>>>> >>>>> [image: facebook] <https://www.instagram.com/vosjabok/?hl=cs> [image: >>>>> instagram] <https://www.facebook.com/vosjabok/> >>>>> >>>>> >>>>> >>>>> >>>>> >>>>> >>>>> >>>>> _______________________________________________ >>>>> Evergreen-general mailing list >>>>> [email protected] >>>>> >>>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general >>>>> >>>>
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