Hold Fee
Affects | Status | Importance | Assigned to | Milestone | |
---|---|---|---|---|---|
Evergreen |
Triaged
|
Wishlist
|
Unassigned |
Bug Description
Put this piece on whishlist in case someone is interested in it. It is based on the practice at some libraries I know (non-EG libraries). I put it into EG envrionment.
Hold fees:
The functions allow libraries to
1. charge fee on unpicked up holds when hold is cancelled after it reaches In Transit status or On Hold Shelf status
2. allow an annual amount of free holds. Charge fee after the maximum is reached
3. fee may be charged when hold is sent in transit OR when it reaches hold shelf.
4. options to choose which fee to charge when both unpicked up fee and hold fee are applicable
Library Settings:
1. unpicked-up hold fee: 0 or null means no charge (money)
2. charge unpicked up hold fee on In Transit? (Boolean, True means charging on hold reached InTransit, False means charging on hold reached Hold Shelf)
3. hold fee: 0 or null means no charge (money)
4. charge hold fee on In Transit (Boolean, True means hold fee is inserted when hold reaches in transit or hold shelf, False means hold fee is inserted when hold reaches hold shelf)
5. annual maximum free holds per pickup library (incl. all branches) allowed (integer)
6. when hold with hold fee is cancelled, which fee to charge: unpicked up fee, hold fee or both? (integer: 1, 2 or 3)
EG behaviour:
I. When a hold is captured (hold in transit or hold shelf), check library setting #3.
I-1. If 0 or null, proceed as normal (the current behaviour, no bill).
I-2. If a positive amount, check library setting #4.
II. When a hold In Transit reaches Hold Shelf: check library setting #3,
II-1. If 0 or null, proceed as normal
II-2. If positive amount, check if a bill on the hold exists (or check library setting #4). If yes, proceed as normal. If no, do the above *.
III. When a hold with In Transit status is cancelled, check if there is a bill on it
III-1. If No, check library setting #1
III-1-1. If 0 or null, proceed per normal
III-1-2. If positive amount, check library setting #2, If No, proceed per normal. If Yes, create a bill with the amount in #1.
III-2. If Yes, check library setting #6
IV. When a hold with Hold Shelf status is cancelled, check if there is a bill linked with the hold
IV-1. If no, check the library setting #1
Tina
Sitka
Changed in evergreen: | |
importance: | Undecided → Wishlist |
Changed in evergreen: | |
status: | New → Incomplete |
Changed in evergreen: | |
status: | Incomplete → Triaged |
tags: | added: holds |
tags: |
added: circ-holds removed: holds |