[OPEN-ILS-GENERAL] Billing - excluding migrated replacement costs from new bills

[Morgan, Michele]

Hi Josh,

What about updating action.circulation.stop_fines to LOST in the migrated
circ transactions associated with the billed items? If the stop_fines is
already LOST, they should be skipped by the trigger.

What stop_fines value do those migrated transactions have currently?

Hope this is helpful.

-Michele


--
Michele M. Morgan, Technical Assistant
North of Boston Library Exchange, Danvers Massachusetts
mmorgan at noblenet.org


On Wed, May 25, 2016 at 9:37 AM, Josh Stompro <stomproj at exchange.larl.org>
wrote:

> Hello, we are getting ready to re-start our billing process, and I’m
> trying to figure out how to make sure we don’t double bill those that had
> migrated replacement/lost bills.
>
>
>
> When we migrated we requested that our billed items be brought in with
> checked out status, because that is what we were used to in Millennium.  We
> didn’t understand the problem that would cause down the road.  So now I’m
> seeing that if we just run the MarkItemsLost action trigger, customers that
> had replacement bills migrated will get a second bill for the same item,
> because all the copies have a checked out status.  I think we should have
> brought those all in as lost status without an open circ transaction to
> match up with how Evergreen handles things.
>
>
>
> All our migrated bills came in as grocery bills that are not directly
> linked to the items.  So the bills have to be removed manually when the
> items are returned, and if the bill is paid, staff have to remember to
> check in and mark the item lost and paid.
>
>
>
> So I think I have a few options.
>
> 1.       Adjust the json filter file to exclude the copies that have
> migrated bills.  Is it possible to do a not exists subquery in json query?
> I need to check the money.billable_xact+money.billings for a copy barcode
> in the billings.note field.
>
> 2.       Change the status of all the items that were migrated in billed
> to lost and close out the circ so they get excluded that way?
>
> 3.       Manually add entries to the action_trigger.events table so those
> circulations would be skipped?
>
>
>
> Does anyone have any suggestions?
>
>
>
> Thanks
>
> Josh
>
>
>
> Lake Agassiz Regional Library - Moorhead MN larl.org
>
> Josh Stompro     | Office 218.233.3757 EXT-139
>
> LARL IT Director | Cell 218.790.2110
>
>
>
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