From: Kathy Lussier Date: Mon, 10 Feb 2014 05:24:18 +0000 (-0500) Subject: lp1198465 Release notes for Conditional Negative Balance branch X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=refs%2Fheads%2Fuser%2Fkmlussier%2Flp1198465-neg-bal-release-notes;p=working%2FEvergreen.git lp1198465 Release notes for Conditional Negative Balance branch Signed-off-by: Kathy Lussier --- diff --git a/docs/RELEASE_NOTES_NEXT/Circulation/conditional-negative-balances.txt b/docs/RELEASE_NOTES_NEXT/Circulation/conditional-negative-balances.txt new file mode 100644 index 0000000000..feb948bfab --- /dev/null +++ b/docs/RELEASE_NOTES_NEXT/Circulation/conditional-negative-balances.txt @@ -0,0 +1,38 @@ +Conditional Negative Balances +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ +Evergreen sites will now have more control over whether a negative balance can +be applied to a user's billing record and when that negative balance can be +applied. Through a series of Library Settings, a site can prohibit negative +balances on bills or can allow those negative balances to be applied for a +specific period of time after a lost or overdue bill is charged to the user. +Sites can set a default for all types of bills or can apply distinct settings +for lost bills and for overdue fines. The more specific settings will override +the default. + +Sites that opt to allow negative balances for a specific period of time should +either leave the relevant "prohibit negative balances" settings unset or set +them to false. The time period should be specified in the relevant Negative +Balance Interval setting. + +In addition to the new library settings, the system now has a new account +adjustment payment type. This payment type will be utilized for libraries +prohibiting negative balances to replace the previous voiding behavior that +caused the negative balances to occur. 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. + +An _Adjust to Zero_ option replaces the _Void All Billings_ option in the bills +area of the patron record. This option will always adjust the selected bill to +a zero balance. + +New Library Settings +++++++++++++++++++++ + * Negative Balance Interval (Default) (bill.negative_balance_interval_default) + * Negative Balance Interval for Lost (bill.negative_balance_interval_on_lost) - + * Negative Balance Interval for Overdues (bill.negative_balance_interval_on_overdues + * Prohibit negative balance on bills (Default) (bill.prohibit_negative_balance_default) + * Prohibit negative balance on bills for lost materials (bill.prohibit_negative_balance_on_lost) + * Prohibit negative balance on bills for overdue materials (bill.prohibit_negative_balance_on_overdues) + +