Record staff user who created bills

[Terran McCanna]

Wishlist for Evergreen 3.11+

When trying to troubleshoot billing problems it is very difficult to determine which staff person took which action. One thing that would help would be to add a field to track the staff creator of a bill or of a billing line item.

Use case 1: Someone has incorrectly created a new grocery bill to balance out a different negative bill. We need to know who created the new grocery bill in order to follow up with additional training. (If I am reading the fieldmapper correctly, I think this should be a new field added to money.grocery.)

Use case 2: Someone has manually added a damaged fee line item to an existing circulation bill. We need to know who added that line item. (It looks like this should be added to money.billing.)

My feeling is that if the new fields are allowed to be null, then that would indicate the system created those bills or line items (or that they were created before the change was put into place).

[Terran McCanna (tmccanna)]

(Noting that this is also partially referenced in the last line of https://bugs.launchpad.net/evergreen/+bug/1863251)

[Michele Morgan (mmorgan)]

Marking this Confirmed.

I was recently troubleshooting an instance of Use case 2, where a billing had been added to an existing circulation transaction. I was surprised to discover that the user that added the billing was not recorded in money.billing.

Agreed that the user that creates any type of billing needs to be recorded in the database.

[Britton Ozburn (bozburn-conyersrockdale)]

We use department Evergreen accounts for internal service charges for patrons. When a charge goes unpaid, I have no way of knowing what staff person created the bill to follow up.