[Evergreen-general] How to refund a deposit

Fri Jan 29 08:43:48 EST 2021

We don't allow credit balances in our consortium, so I don't have any
experience with that.

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 Thu, Jan 28, 2021 at 5:46 PM Cerninakova Eva <cernin at jabok.cz> wrote:

> Hi Terran,
>
> Thank you very much for additional details.
>
> I have one more question, which is intended for everyone (not just Terran)
> and concerns the possibility of adding a negative amount to the paid bill
> for the deposit.
> In the Library Settings Editor, I have found several settings related to
> negative balance, particularly the one: "Prohibit negative balance on bills
> (DEFAULT)"
> I thought it might help me with my problem and allow the negative amount
> to be added to the deposit bill according to the amount paid. I tried to
> change the setting "Prohibit negative balance on bills" to "False".
> Unfortunately, even after changing this setting to "false" it was still not
> possible to add a negative amount to the deposit bill.
>
> Does anyone know if this particular setting could be related to some other
> settings? Or does the settings allowing negative balance  only apply to
> system generated bills, not to those charged manually?
>
> Thanks
> Eva
>
>
>
>
>
>
> 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/>
>
>
>
>
>
>
>
> st 27. 1. 2021 v 16:59 odesílatel Terran McCanna <
> tmccanna at georgialibraries.org> napsal:
>
>> Yes, that is correct. We set up that additional billing type locally.
>>
>> I think the deposit/refund process could definitely be improved, but I
>> don't think anyone has put a lot of thought into rethinking how it should
>> work better from either a staff perspective or from a software perspective
>> yet. Only a few of our libraries are using deposits, and some of those
>> aren't doing them through Evergreen, they are using local tracking
>> processes.
>>
>>
>>
>> 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
>>
>> http://help.georgialibraries.org | help at georgialibraries.org
>>
>> <https://www.facebook.com/georgialibraries>
>> <https://www.twitter.com/georgialibs>
>> <https://www.instagram.com/georgialibraries/>
>> <https://www.twitter.com/georgialibs>
>>
>> Join our email list <http://georgialibraries.org> for stories of Georgia
>> libraries making an impact in our communities.
>>
>>
>>
>> On Wed, Jan 27, 2021 at 10:03 AM Cerninakova Eva <cernin at jabok.cz> wrote:
>>
>>>
>>>
>>> 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
>>>>
>>>> http://help.georgialibraries.org | help at georgialibraries.org
>>>>
>>>> <https://www.facebook.com/georgialibraries>
>>>> <https://www.twitter.com/georgialibs>
>>>> <https://www.instagram.com/georgialibraries/>
>>>> <https://www.twitter.com/georgialibs>
>>>>
>>>> Join our email list <http://georgialibraries.org> for stories of
>>>> Georgia libraries making an impact in our communities.
>>>>
>>>>
>>>>
>>>> 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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