Summary: | Add the ability to backdate a transaction in POS | ||
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Product: | Koha | Reporter: | Barbara Johnson <barbara.johnson> |
Component: | Point of Sale | Assignee: | Bugs List <koha-bugs> |
Status: | NEW --- | QA Contact: | Martin Renvoize (ashimema) <martin.renvoize> |
Severity: | enhancement | ||
Priority: | P5 - low | CC: | bugzilla, jrobb, jzairo, lisette, mary.woodward |
Version: | Main | ||
Hardware: | All | ||
OS: | All | ||
GIT URL: | Change sponsored?: | --- | |
Patch complexity: | --- | Documentation contact: | |
Documentation submission: | Text to go in the release notes: | ||
Version(s) released in: | Circulation function: | ||
Bug Depends on: | 23354 | ||
Bug Blocks: |
Description
Barbara Johnson
2024-02-08 00:31:38 UTC
Hi Barbara, thanks for explaining the use case in detail! This change would make the accounting process so much easier. Looking at Bug 28599 adding the ability to void a transaction would also be helpful and I think would solve some of reporting issues. However, if the error is not discovered until the next day, the reporting would still not reflect accurate information. Currently, we use the "refund" function for correcting mistakes which works but when the mistake is found the next day while reconciling the sales the reporting doesn't account for this change until the following day. That's a really interesting development idea... Could you envisage where in the UI this might fit/how it should be exposed to the end user? I'd love to continue refining point of sale again. I can't promise to get to this any time soon however with all the funded work we have on the books already taking priority. We just started using POS and ran into this issue as well. As far as where it might fit in the interface, it would make sense to add it to the end of the "Collect payment" form at pos/pay.pl when making a sale, and the end of the form in the "Issue refund" modal at pos/register.pl. There could be value in hiding the date picker initially to avoid mistakes. So instead of loading it immediately, have a checkbox labeled "Backdate sale?" or "Backdate refund?" and only reveal the date picker if that box is deliberately checked. I'd agree this should be behind a permission as I'm sure some libraries would not want to allow this capability at all and others might only want a select few to be able to use it. |