Hello Brent,

Those adjustments should already have a note, but it looks like your note 
column is not displaying.  Try adding it from the column picker in the upper 
right corner of that box.  The note should say “System: VOIDED OVERDUE FOR 
LOST”.  (Certainly not the best note as far as wording goes, but I think it was 
just taken wholesale from the old note applied to the billing.)

Sincerely,
Dan


Daniel Wells
Library Programmer/Analyst
Hekman Library, Calvin College
616.526.7133

From: Open-ils-general 
[mailto:[email protected]] On Behalf Of Brent 
Mills
Sent: Wednesday, January 27, 2016 4:30 PM
To: Evergreen Discussion Group <[email protected]>
Subject: [OPEN-ILS-GENERAL] Indication of what caused fine forgiveness/voiding 
with Void overdue fines when items are marked lost org unit setting on 2.9

Hello,

We recently upgraded to 2.9.1 from 2.7.5 and the negative balance fixes have 
changed what some libraries -- with the Void overdue fines when items are 
marked lost library setting enabled -- were used to seeing in the patron bills 
tab.

Example:
Patron with overdue book has it marked lost. Library Setting for "Void overdue 
fines when items are marked lost" is enabled for the the library where this 
occurred.

Previously, the fines were voided as normal and the display gave a little more 
information about what caused the voiding in the Note field.

Now, the overdue forgiveness has moved to the payment section which I 
understand is correct from the conditional negative balance documentation for 
2.9 at http://docs.evergreen-ils.org/2.9/_circulation_2.html

The account adjustment payment type will also be used for all libraries, 
regardless of the state of negative balance settings, in cases where overdue 
fines are adjusted when an overdue item is marked lost.

I was wondering if there was a way to indicate what those payments are for to 
the staff members? The account_adjustment payment type helps, but it would be 
nice if there was a note field entry for "Overdue Forgiveness Payments" or 
something like that.

Just curious how/if other libraries are handling this situation (or if it's 
even an issue for most).

Thanks!


--

Brent Mills

Systems Librarian | Sage Library System

email: [email protected]<mailto:[email protected]>

tickets: sagelib.org/support

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