Wishlist: Bill for nonresident fee automatically created when nonresident account expires

[Diane Disbro]

3.9.4
Nonresidents pay an annual fee when their accounts expire. It would be great if the ILS created a bill on the patron's account when the account expires. Staff sometimes forget to bill the patron when updating the account. Internet Only patrons would be able to pay the bill online without staff intervention.

[Terran McCanna (tmccanna)]

Since each implementation of Evergreen has different patron permission groups, there would need to be a new mechanism to be able to automatically create bills tied to designated permission groups.

Perhaps a new type of action trigger that is only triggered by configurable permission group types? There would probably have to be a couple of new action triggers developed to really make this work - one based on account creation for designated permission groups and one based on expiration date for designated permission groups. It would actually be really handy for a lot of other action triggers to be able to take different actions based on permission group as well - for instance, sending different types of email notices to different types of patrons. (Right now we're using a lot of IF statements in our message templates to do this.)

[Jason Stephenson (jstephenson)]

I think events applying to different permission groups could be handled with a filter. You may need to clone the original event if you want different templates etc.

I don't recall off the top of my head if there is a reactor to apply a bill to a patron, so that might be a new thing.

[Andrea Neiman (aneiman)]

Is this close enough to bug 1597056 to be a duplicate?

[Diane Disbro (ddisbro)]

Maybe yes. But the new bug has generated more conversation than the one
created four years ago. Let's keep it going! Libraries in my consortium are
very interested in this item.

Diane Disbro
Pronouns: she/her
Circulation and Special Projects Coordinator
Scenic Regional Library
251 Union Plaza Drive
Union, MO 63084
[phone] ext 110
<email address hidden>

On Thu, Aug 24, 2023 at 1:30 PM Andrea Neiman <email address hidden>
wrote:

> Is this close enough to bug 1597056 to be a duplicate?
>
> --
> You received this bug notification because you are subscribed to the bug
> report.
> https://bugs.launchpad.net/bugs/2031932
>
> Title:
> Wishlist: Bill for nonresident fee automatically created when
> nonresident account expires
>
> Status in Evergreen:
> Confirmed
>
> Bug description:
> 3.9.4
> Nonresidents pay an annual fee when their accounts expire. It would be
> great if the ILS created a bill on the patron's account when the account
> expires. Staff sometimes forget to bill the patron when updating the
> account. Internet Only patrons would be able to pay the bill online without
> staff intervention.
>
> To manage notifications about this bug go to:
> https://bugs.launchpad.net/evergreen/+bug/2031932/+subscriptions
>
>

[Terran McCanna (tmccanna)]

Agree - I'll mark the older one a duplicate of this one.

[Terran McCanna (tmccanna)]

Adding link to IRC discussion from bug 1597056 - http://irc.evergreen-ils.org/evergreen/2016-06-28#i_254658