Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Additional note in Negative Balances #309

Open
wants to merge 3 commits into
base: main
Choose a base branch
from
Open

Additional note in Negative Balances #309

Show file tree
Hide file tree
Changes from all commits
Commits
Show all changes
3 commits
Select commit Hold shift + click to select a range
be76d9d
Additional note in Negative Balances
gmontimantis Dec 19, 2024
b870e33
Updated links
gmontimantis Dec 19, 2024
f38b868
Syntax fix
gmontimantis Dec 19, 2024
File filter

Filter by extension

Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
1 change: 1 addition & 0 deletions docs/modules/circulation/pages/circulating_items_web_client.adoc
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -517,6 +517,7 @@ Lost Item Billing
- The replacement fee and processing fee for lost-then-returned items may be voided if set by local policy. Overdue fines may be reinstated on lost-then-returned items if set by local policy.
========================

[[_refunds_for_lost_items]]
=== Refunds for Lost Items ===

If an item is returned after a lost bill has been paid and the library's policy is to void the replacement fee for lost-then-returned items, there will be a negative balance in the bill. A refund needs to be made to close the bill and the circulation record. Once the outstanding amount has been refunded, the bill and circulation record will be closed and the item will disappear from the Items Out screen.
Expand Down
9 changes: 9 additions & 0 deletions docs/modules/local_admin/pages/negative_balances.adoc
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -20,3 +20,12 @@ Only branches can be selected. Systems and Consortium cannot be selected.
======

image::negative_balances.jpg[Screen Shot of the Patron with Negative Balances Screen]

[NOTE]
======
Negative balances can appear when bills are voided. One common example is a patron who needs to be refunded for paid lost items so that bill becomes voided within their account.

xref:circulation:circulating_items_web_client.adoc#_refunds_for_lost_items[Click here for info on refunding lost items.]

To avoid producing negative balances, use the _Prohibit negative balance on bills (DEFAULT)_ library setting. You can also choose _Prohibit negative balance on bills for lost materials_ or _Prohibit negative balance on bills for overdue materials_ library settings if you want to apply a specific condition.
======
Loading