[Bug 24495] New: Reword change collection feature
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 Bug ID: 24495 Summary: Reword change collection feature Change sponsored?: --- Product: Koha Version: master Hardware: All OS: All Status: NEW Severity: normal Priority: P5 - low Component: Fines and fees Assignee: koha-bugs@lists.koha-community.org Reporter: andrew@bywatersolutions.com QA Contact: testopia@bugs.koha-community.org We've had several libraries contact us with confusion over the new change collection feature. Apparently the wording on "Amount paid" and "Collect from patron" is not broadly intuitive. Opening this to consider alternate wording. -- You are receiving this mail because: You are the assignee for the bug. You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 Andrew Fuerste-Henry <andrew@bywatersolutions.com> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |kelly@bywatersolutions.com Depends on| |11373 Referenced Bugs: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=11373 [Bug 11373] Add "change calculation" feature to the fine payment forms -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 Andrew Fuerste-Henry <andrew@bywatersolutions.com> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |bwsdonna@gmail.com -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 Sally <sally.healey@cheshiresharedservices.gov.uk> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |sally.healey@cheshireshared | |services.gov.uk -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 Martin Renvoize <martin.renvoize@ptfs-europe.com> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |david.roberts@ptfs-europe.c | |om, | |martin.renvoize@ptfs-europe | |.com -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 --- Comment #1 from Martin Renvoize <martin.renvoize@ptfs-europe.com> --- This now spans two places.. the Point of Sale page and the Paycollect page.. Very open to suggestions on how to improve the wording here. -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 Martin Renvoize <martin.renvoize@ptfs-europe.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Keywords| |Academy -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 Martin Renvoize <martin.renvoize@ptfs-europe.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Patch complexity|--- |String patch -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 David Roberts <david.roberts@ptfs-europe.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Assignee|koha-bugs@lists.koha-commun |david.roberts@ptfs-europe.c |ity.org |om -- You are receiving this mail because: You are watching all bug changes. You are the assignee for the bug.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 --- Comment #2 from David Roberts <david.roberts@ptfs-europe.com> --- Would changing "Amount being paid" to something like "total owed" or "subtotal", and "Collect from patron" to something like "Amount tendered" be an acceptable rewording? -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 --- Comment #3 from Andrew Fuerste-Henry <andrew@bywatersolutions.com> --- I have a really hard time guessing at what might work better here, because I very much thought the existing wording was clear. But once we'd upgraded our partner libraries we got a lot of questions about it. I *think* the issue is more with "collect from patron" than with "amount paid." "Amount tendered" seems like a good option. I think that's fairly standard cash register wording. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 --- Comment #4 from David Roberts <david.roberts@ptfs-europe.com> --- So you are happy with "Amount tendered"? I agree that is normal cash register terminology. What about "Amount due" or "Amount owed" for the other field, or shall we just leave that as it is? -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 --- Comment #5 from Andrew Fuerste-Henry <andrew@bywatersolutions.com> --- Let's try: - "Total amount payable" - "Amount being paid" - "Amount tendered" - "Change to give" So that's nothing changed except "Collected from patron" changed to "Amount tendered." I talked to other folks here and in all the cases where libraries have gotten confused about this, they just asked us to hide it entirely so we don't have much for specific wording feedback. Thanks for looking at this! -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 --- Comment #6 from David Roberts <david.roberts@ptfs-europe.com> --- Created attachment 98009 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=98009&action=edit Bug 24495: Reword change collection feature This patch changes the text of the "Collect from patron" field to read "Amount tendered" To Test: 1) In the Point of Sale screen, check that the text inside the "Collect payment" box reads "Collect from patron" 2) Go into a patron record, and create a manual invoice. 3) Go to Make a payment, and select to "Pay an amount". Check the text reads "Collect from patron". 4) Repeat the process with the "Pay Selected", and "Pay" button (listed next to the individual invoice) 5) Install the patch 6) Repeat steps 1-4, but the text should now read "Amount tendered", instead of "Collect from patron" in all payment options in the patron record, and in the Point of Sale screen. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 David Roberts <david.roberts@ptfs-europe.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|NEW |Needs Signoff --- Comment #7 from David Roberts <david.roberts@ptfs-europe.com> --- I've now changed the text of the "Collect from patron" box to "Amount tendered" in both the POS and Paycollect pages. No other fields have been altered. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 David Nind <david@davidnind.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Needs Signoff |Signed Off -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 David Nind <david@davidnind.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #98009|0 |1 is obsolete| | --- Comment #8 from David Nind <david@davidnind.com> --- Created attachment 98010 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=98010&action=edit Bug 24495: Reword change collection feature This patch changes the text of the "Collected from patron" field to read "Amount tendered" To Test: 0) Enable the point of sale system (EnablePointOfSale + UseCashRegister) 1) In the Point of Sale screen, check that the text inside the "Collect payment" box reads "Collected from patron" 2) Go into a patron record, and create a manual invoice. 3) Go to Make a payment, and select to "Pay an amount". Check the text reads "Collected from patron". 4) Repeat the process with the "Pay Selected", and "Pay" button (listed next to the individual invoice) 5) Install the patch 6) Repeat steps 1-4, but the text should now read "Amount tendered", instead of "Collected from patron" in all payment options in the patron record, and in the Point of Sale screen. Signed-off-by: David Nind <david@davidnind.com> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 David Nind <david@davidnind.com> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |david@davidnind.com --- Comment #9 from David Nind <david@davidnind.com> --- Note that current master says "Collected from patron" rather than "Collect from patron". I updated the test plan to reflect that, including the system preferences to enable the point of sale feature. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 ByWater Sandboxes <bws.sandboxes@gmail.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #98010|0 |1 is obsolete| | --- Comment #10 from ByWater Sandboxes <bws.sandboxes@gmail.com> --- Created attachment 98043 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=98043&action=edit Bug 24495: Reword change collection feature This patch changes the text of the "Collect from patron" field to read "Amount tendered" To Test: 1) In the Point of Sale screen, check that the text inside the "Collect payment" box reads "Collect from patron" 2) Go into a patron record, and create a manual invoice. 3) Go to Make a payment, and select to "Pay an amount". Check the text reads "Collect from patron". 4) Repeat the process with the "Pay Selected", and "Pay" button (listed next to the individual invoice) 5) Install the patch 6) Repeat steps 1-4, but the text should now read "Amount tendered", instead of "Collect from patron" in all payment options in the patron record, and in the Point of Sale screen. Signed-off-by: David Nind <david@davidnind.com> Signed-off-by: Andrew Fuerste-Henry <andrew@bywatersolutions.com> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 --- Comment #11 from Andrew Fuerste-Henry <andrew@bywatersolutions.com> --- Looks good! Adding my signoff. I did notice that the popup that tells you to give change still says "amount collected from patron." I'm not concerned about it, but am pointing it out in case someone else has a stronger need for consistency. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 --- Comment #12 from David Roberts <david.roberts@ptfs-europe.com> --- The wording in the popup is pretty clear as it is a complete sentence which is pretty self-explanatory. I can change it if people wish, but I personally don't think it's necessary. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 --- Comment #13 from Andrew Fuerste-Henry <andrew@bywatersolutions.com> --- Works for me! -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 Bouzid Fergani <bouzid.fergani@inlibro.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #98043|0 |1 is obsolete| | --- Comment #14 from Bouzid Fergani <bouzid.fergani@inlibro.com> --- Created attachment 98595 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=98595&action=edit Bug 24495: Reword change collection feature This patch changes the text of the "Collect from patron" field to read "Amount tendered" To Test: 1) In the Point of Sale screen, check that the text inside the "Collect payment" box reads "Collect from patron" 2) Go into a patron record, and create a manual invoice. 3) Go to Make a payment, and select to "Pay an amount". Check the text reads "Collect from patron". 4) Repeat the process with the "Pay Selected", and "Pay" button (listed next to the individual invoice) 5) Install the patch 6) Repeat steps 1-4, but the text should now read "Amount tendered", instead of "Collect from patron" in all payment options in the patron record, and in the Point of Sale screen. Signed-off-by: David Nind <david@davidnind.com> Signed-off-by: Andrew Fuerste-Henry <andrew@bywatersolutions.com> Signed-off-by: Bouzid Fergani <bouzid.fergani@inlibro.com> https://bugs.koha-community.org/show_bug.cgi?id=23916 -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 Kyle M Hall <kyle@bywatersolutions.com> changed: What |Removed |Added ---------------------------------------------------------------------------- QA Contact|testopia@bugs.koha-communit |kyle@bywatersolutions.com |y.org | CC| |kyle@bywatersolutions.com -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 Jonathan Druart <jonathan.druart@bugs.koha-community.org> changed: What |Removed |Added ---------------------------------------------------------------------------- Status|Signed Off |Passed QA -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 Jonathan Druart <jonathan.druart@bugs.koha-community.org> changed: What |Removed |Added ---------------------------------------------------------------------------- Attachment #98595|0 |1 is obsolete| | --- Comment #15 from Jonathan Druart <jonathan.druart@bugs.koha-community.org> --- Created attachment 100930 --> https://bugs.koha-community.org/bugzilla3/attachment.cgi?id=100930&action=edit Bug 24495: Reword change collection feature This patch changes the text of the "Collect from patron" field to read "Amount tendered" To Test: 1) In the Point of Sale screen, check that the text inside the "Collect payment" box reads "Collect from patron" 2) Go into a patron record, and create a manual invoice. 3) Go to Make a payment, and select to "Pay an amount". Check the text reads "Collect from patron". 4) Repeat the process with the "Pay Selected", and "Pay" button (listed next to the individual invoice) 5) Install the patch 6) Repeat steps 1-4, but the text should now read "Amount tendered", instead of "Collect from patron" in all payment options in the patron record, and in the Point of Sale screen. Signed-off-by: David Nind <david@davidnind.com> Signed-off-by: Andrew Fuerste-Henry <andrew@bywatersolutions.com> Signed-off-by: Bouzid Fergani <bouzid.fergani@inlibro.com> Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org> -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 Martin Renvoize <martin.renvoize@ptfs-europe.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Version(s)| |20.05.00 released in| | Status|Passed QA |Pushed to master -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 --- Comment #16 from Martin Renvoize <martin.renvoize@ptfs-europe.com> --- Nice work everyone! Pushed to master for 20.05 -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 David Nind <david@davidnind.com> changed: What |Removed |Added ---------------------------------------------------------------------------- Text to go in the| |This patch changes the text release notes| |"Collect from patron" to | |"Amount tendered" for all | |payment options in the | |patron record, and in the | |Point of Sale screen. -- You are receiving this mail because: You are watching all bug changes.
https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24495 Joy Nelson <joy@bywatersolutions.com> changed: What |Removed |Added ---------------------------------------------------------------------------- CC| |joy@bywatersolutions.com --- Comment #17 from Joy Nelson <joy@bywatersolutions.com> --- does not apply to 19.11.x branch. please rebase if needed. -- You are receiving this mail because: You are watching all bug changes.
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