Summary: | Add additional fields for accountlines | ||
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Product: | Koha | Reporter: | Julian Maurice <julian.maurice> |
Component: | Fines and fees | Assignee: | Julian Maurice <julian.maurice> |
Status: | CLOSED FIXED | QA Contact: | Katrin Fischer <katrin.fischer> |
Severity: | enhancement | ||
Priority: | P5 - low | CC: | caroline.cyr-la-rose, e.betemps, lucas, michaela.sieber |
Version: | Main | ||
Hardware: | All | ||
OS: | All | ||
GIT URL: | Change sponsored?: | --- | |
Patch complexity: | Medium patch | Documentation contact: | Caroline Cyr La Rose |
Documentation submission: | https://gitlab.com/koha-community/koha-manual/-/merge_requests/629/commits | Text to go in the release notes: |
This enhancement adds the possibility to create additional fields for debits and credits. The fields can be added through the administration module. Debit additional fields appear when creating manual invoices in a patron's account, while credit additional fields appear when paying or writing off charges, or creating manual credits in a patron's account.
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Version(s) released in: |
22.11.00
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Circulation function: | |
Bug Depends on: | |||
Bug Blocks: | 35080 | ||
Attachments: |
Bug 31254: Add additional fields for accountlines
Make a payment Bug 31254: Add additional fields for accountlines Bug 31254: Add additional fields for accountlines |
Description
Julian Maurice
2022-07-28 14:26:44 UTC
Created attachment 138207 [details] [review] Bug 31254: Add additional fields for accountlines Test plan: 1. Go to Admin » Additional fields There are two new categories: "Account lines (credit)" and "Account lines (debit)" 2. Create fields for both categories, with and without an authorized value category 3. Go to a user's accounting page 4. Create a manual invoice. Verify that all "debit" fields are there, put a value in them and save 5. Create a manual credit. Verify that all "credit" fields are there, put a value in them and save 6. Make a payment. Verify that all "credit" fields are there, put a value in them and save 7. Go to the transactions tab, click on the "Details" button for the lines you just created and verify that the additional fields are there Created attachment 138370 [details]
Make a payment
Steps 1 to 5 are ok (I see the credits / debits fileds I created)
At step 6, I don't see any Credit fields as I saw them at steps 4-5
Maybe I don't look at the right place ? (screenshot taken)
(In reply to Emmanuel Bétemps from comment #2) > Created attachment 138370 [details] > Make a payment > > Steps 1 to 5 are ok (I see the credits / debits fileds I created) > > At step 6, I don't see any Credit fields as I saw them at steps 4-5 > Maybe I don't look at the right place ? (screenshot taken) Sorry, it wasn't very clear. Additional fields are not supposed to be on this page. You need to click "Pay" or "Write off" to see them Created attachment 139604 [details] [review] Bug 31254: Add additional fields for accountlines Test plan: 1. Go to Admin » Additional fields There are two new categories: "Account lines (credit)" and "Account lines (debit)" 2. Create fields for both categories, with and without an authorized value category 3. Go to a user's accounting page 4. Create a manual invoice. Verify that all "debit" fields are there, put a value in them and save 5. Create a manual credit. Verify that all "credit" fields are there, put a value in them and save 6. Make a payment. Verify that all "credit" fields are there, put a value in them and save 7. Go to the transactions tab, click on the "Details" button for the lines you just created and verify that the additional fields are there Signed-off-by: Emmanuel Bétemps <e.betemps@gmail.com> thanks, I understood and did as you said it works Created attachment 139910 [details] [review] Bug 31254: Add additional fields for accountlines Test plan: 1. Go to Admin » Additional fields There are two new categories: "Account lines (credit)" and "Account lines (debit)" 2. Create fields for both categories, with and without an authorized value category 3. Go to a user's accounting page 4. Create a manual invoice. Verify that all "debit" fields are there, put a value in them and save 5. Create a manual credit. Verify that all "credit" fields are there, put a value in them and save 6. Make a payment. Verify that all "credit" fields are there, put a value in them and save 7. Go to the transactions tab, click on the "Details" button for the lines you just created and verify that the additional fields are there Signed-off-by: Emmanuel Bétemps <e.betemps@gmail.com> Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de> This works as described and I think it will be a nice addition to the additional field system. I'd be interested in use cases for this - Julian, maybe you can share what triggered this development? Also, any plans to revive Bug 11844 - Additional fields for order lines? Pushed to master for 22.11. Nice work everyone, thanks! Enhancement will not be backported to 22.05.x series (In reply to Katrin Fischer from comment #7) > I'd be interested in use cases for this - Julian, maybe you can share what > triggered this development? We did it for a client that wanted to add the check number and the bank name to a payment. I don't remember why the "note" field wasn't enough... maybe to be able to separate them on the "print" view (In reply to Julian Maurice from comment #10) > (In reply to Katrin Fischer from comment #7) > > I'd be interested in use cases for this - Julian, maybe you can share what > > triggered this development? > > We did it for a client that wanted to add the check number and the bank name > to a payment. I don't remember why the "note" field wasn't enough... maybe > to be able to separate them on the "print" view Thx! |