Re: [Evergreen-general] How to refund a deposit

2021-01-29 Thread Morgan, Michele
Hi Eva, The "Prohibit negative balance on bills (DEFAULT)" setting prevents the system from allowing negative balances on patron records when billings are voided by the system. Rather than voiding the billings, it applies "Adjustment" payments to offset the billings. I believe the inability to c

Re: [Evergreen-general] How to refund a deposit

2021-01-29 Thread Terran McCanna
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 | tmc

Re: [Evergreen-general] How to refund a deposit

2021-01-28 Thread Cerninakova Eva
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 neg

Re: [Evergreen-general] How to refund a deposit

2021-01-27 Thread Cerninakova Eva
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 he

Re: [Evergreen-general] How to refund a deposit

2021-01-26 Thread Terran McCanna
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 -- Ge

[Evergreen-general] How to refund a deposit

2021-01-25 Thread Cerninakova Eva
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