processing refunds when patron has bills

Bug #1838430 reported by Dawn Dale
14
This bug affects 3 people
Affects Status Importance Assigned to Milestone
Evergreen
Confirmed
Undecided
Unassigned

Bug Description

When trying to process a refund with all billing and refund lines checked and the patron has other bills if the refund line is not the first line it causes an error. The error message is
"vent: 1207: Refund_Exceeds_Balance -> A refund greater than the negative balance on a transaction was provided."

If the bills are reordered placing the refund in line 1 of the bills and all billing and refund lines are checked the refund will process as expected taking the other bills into consideration.

The refund should process if all billing and refund lines are checked regardless of the order of the bills on the patron record.

Tags: refund
Revision history for this message
Dawn Dale (ddale) wrote :

Additionally, when a patron has more than one billing line that is a refund, the same error message is given and the refund does not process. See screen shot attached.

The refund should apply to the first line, then the next and the next and so on until the payment amount has been refunded.

Revision history for this message
Dawn Dale (ddale) wrote :

I am also seeing that if there are more than one negative bill on the account the refund has to be issued line by line. A total refund is not allowed. It gives the error message that the amount refunded is greater than the amount paid. We are in Evergreen 3.4.1.

Revision history for this message
Dawn Dale (ddale) wrote :

This is still an issue in 3.10. Issuing a refund is just confusing because of the workflow. When issuing a refund to a patron with more than one billing line included in the refund, each line has to be processed individually. When trying to process as a total the error message of "Event: 1207:REFUND_EXCEEDS_BALANCE -> A refund greater than the negative balance on a transaction was provided". comes up and does not allow the refund to be processed. However, if each line is processed individually, the refund works as expected. Staff should be able to process a total refund for a patron without having to process individual lines of billing. Attached is a screenshot of the error.

Changed in evergreen:
status: New → Confirmed
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