https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=42989 Bug ID: 42989 Summary: AccountAutoReconcile should apply to rental charges and overdue charges Initiative type: --- Sponsorship --- status: Product: Koha Version: Main Hardware: All OS: All Status: NEW Severity: enhancement Priority: P5 - low Component: Fines and fees Assignee: koha-bugs@lists.koha-community.org Reporter: aude.charillon@openfifth.co.uk QA Contact: testopia@bugs.koha-community.org Target Milestone: --- The AccountAutoReconcile system preference, when set to 'Do', automatically balances a patron's debits and credits after a transaction. However, it does not apply to all transactions; in particular, it does not apply to rental charges and overdue charges. It is not logical for the reconciliation to happen automatically for some transactions and not for others. To replicate on main using KTD or a sandbox: 1. Go to Administration > System preferences. 2. Search for AccountAutoReconcile and set it to 'Do'. 3. Go to a user account, e.g. cardnumber 23529000033739. 4. On this user account, go to Accounting > Create manual credit. 5. Add a credit, e.g. Description = Credit; Amount = 20.00. 6. Still in the user's Accounting view, switch to Create manual invoice. 7. Add a manual invoice, e.g. Type = Lost item; Description = Lost item; Amount = 10.00. Save. 8. Still in the user's Accounting view, switch to Make a payment. Observe that the user has no outstanding charges: the credit and debit amount have been automatically reconciled, leaving the user in credit. 9. Go to Administration > Item types. Check that the Music item type has a rental charge of 5.00. 10. Go to user account's 23529000033739 > Check out view. 11. Note the message "Attention. Credits: Patron has outstanding credits of 10.00". 12. Check out Music item 39999000013634. 13. Note the message is now "Attention. Charges: Patron has outstanding charges of 5.00. Credits: Patron has outstanding credits of 10.00". This is a sign that unlike in steps 7-8, the debit and credit have not been automatically reconciled. 14. On this user account, go to Accounting > Make a payment. 15. Confirm that, unlike in step 8, there are outstanding credits to be applied manually. -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.