Bursar integration: Additional fee statuses in Alma & Allow fee status change with job Import from Bursar
Currently there exist in Alma only the fee statuses “open”, “transferred” and “closed”. Transferred means fee was exported to external Bursar system. When the fee is imported back to Alma, it is automatically Closed. For staff it is not possible to tell if the closed fee was paid, waived, unpaid etc. without consulting the 3rd party Bursar system.
To give the librarians and end users more transparency about the (invoice) status of a fee, we would need more differentiated fee statuses. Also, we need to be able to set this status when importing the fees back to Alma using the job Import from Bursar.
The optimal development would be:
1. Have the possibility to configure ourselves in Alma which fee statuses we want to use and to have the possibility to add additional fee statuses.
2. The Import from Bursar job must be able to set this status based on a field in the import XML file.
If the #1 is not possible, it would be good to have the following additional fee statuses implemented:
transferred to the debt collection
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