[Evergreen-general] How to refund a deposit

[Cerninakova Eva]

Hi Terran,

thank you very much. PINES documentation is a very useful source of
information because, in addition to the manuals for working with Evergreen,
it also contains several scenarios how the issue could be dealt with. When
thinking about various workflow options, it is very inspiring and helpful ☺.

However, I would like to ask you about some  details:

In the documentation  (in the section  describing how to manage deposit
with Evergreen
<https://pines.georgialibraries.org/dokuwiki/doku.php?id=circ:bills:deposits#managing_deposits_with_evergreen>),
the following instructions are given:
"On the Bills > History screen, click Add Billing. Choose Billing Type of
“Refund: Deposit Item Returned” with an amount of zero (0)'"
However, I don't  see a Billing type "Refund: Deposit Item Returned" in our
system. I suppose it is because it's not a billing type available in
Evergreen by default  (i.e. this billing type has been set manually on your
system). Am I right?
And am I right to think  that this procedure only serves to indicate that
the deposit has been refunded to the patron, but  the refunded amount will
not be reflected in the staff client Cash reports or in cash payments
report outputs?

Thank you in advance for additional explanation.

Eva









Mgr. Eva Cerniňáková

vedoucí Knihovny Jabok

Jabok - Vyšší odborná škola sociálně pedagogická a teologická




+420 211 222 409 <+420+211+222+413>

cernin at jabok.cz <propagace at jabok.cz>

knihovna.jabok.cz <https://www.jabok.cz>

Salmovská 8, Praha 2, 120 00


[image: facebook] <https://www.instagram.com/vosjabok/?hl=cs>   [image:
instagram] <https://www.facebook.com/vosjabok/>







út 26. 1. 2021 v 18:29 odesílatel Terran McCanna <
tmccanna at georgialibraries.org> napsal:

> Hi Eva,
>
> There may be better ways to do this, but this is what our libraries are
> doing:
>
>
> https://pines.georgialibraries.org/dokuwiki/doku.php?id=circ:bills:deposits#managing_deposits_with_evergreen
>
> I hope that helps,
> Terran
>
>
> Terran McCanna, PINES Program Manager
> ------------------------------
>
> Georgia Public Library Service | University System of Georgia
>
> 2872 Woodcock Blvd, Suite 250 l Atlanta, GA 30341
>
> (404) 235-7138 | tmccanna at georgialibraries.org
>
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>
> On Mon, Jan 25, 2021 at 1:02 PM Cerninakova Eva <cernin at jabok.cz> wrote:
>
>> Hi all,
>>
>> I wonder whether there is a possibility to add a negative billing to a
>> deposit fee that has been previously charged and paid?
>>
>> We are about to start borrowing tablets in our library, and we want
>> patrons to pay a small refundable deposit when a tablet is being  checked
>> out and refund it at check in. I am currently trying to make up checkout
>> and check in procedures. However, I am not sure how to refund a deposit.
>> When the item has been checked in, and I try to add a negative bill to a
>> transaction related to the paid deposit fee in the patron  billing history,
>> Evergreen displays a warning that the *amount must be greater than or
>> equal to 0*.
>> Could this be  caused by a setting in our Evergreen installation? Or is
>> it a general Evergreen feature?
>>
>> If the second option is true and adding a bill with a negative amount is
>> not possible to use in Evergreen to refund a deposit, what procedures do
>> you use in your libraries to refund a deposit payment?
>>
>> Thanks a lot for your help.
>>
>> Eva
>>
>>
>>
>>
>>
>>
>>
>> Mgr. Eva Cerniňáková
>>
>> vedoucí Knihovny Jabok
>>
>> Jabok - Vyšší odborná škola sociálně pedagogická a teologická
>>
>>
>>
>>
>> +420 211 222 409 <+420+211+222+413>
>>
>> cernin at jabok.cz <propagace at jabok.cz>
>>
>> knihovna.jabok.cz <https://www.jabok.cz>
>>
>> Salmovská 8, Praha 2, 120 00
>>
>>
>> [image: facebook] <https://www.instagram.com/vosjabok/?hl=cs>   [image:
>> instagram] <https://www.facebook.com/vosjabok/>
>>
>>
>>
>>
>>
>>
>>
>> _______________________________________________
>> Evergreen-general mailing list
>> Evergreen-general at list.evergreen-ils.org
>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general
>>
>
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