| Status | DRAFT |
|---|---|
| Primary Author | Rick Dietz, Stanislaus |
| Additional Authors | Ian Chan, San Marcos Lauren Magnuson, San Marcos Brian Moore (Unlicensed), San Diego Eva Sorrell, San Bernardino Suzanna Conrad (Unlicensed), Sacramento Cecilia Huang, Pomona Christian Ward, Sacramento Julie Kowalewski-Ward (Unlicensed), SJSU Troy Compton (Unlicensed), SDSU Aleta Asbury, SFSU |
If your library wishes to export fines and fees to PeopleSoft and close out money owed balances in user records in Alma, the built-in Bursar Export Integration enables this. When fines and fees are exported through this integration, the fine/fee balance is closed out in Alma.
Note that this integration is the 'out-of-the-box' bursar integration provided by Ex Libris, and is distinct from the two-way PeopleSoft Integration being developed at San Marcos. The San Marcos integration is being designed to enable fines to remain active on user records, with payments processed in PeopleSoft to be sent back to Alma. More information on that model is available here.
Ex Libris Documentation
Bursar Systems (Ex Libris Knowledge Center)
Bursar Fine/Fee Export (Ex Libris Developer Network)
Step-by-step guide
- Contact your PeopleSoft administrator and share documentation regarding this integration. You will need to define an S/FTP server location for Alma to export the fines/fees file to for PeopleSoft to pick up.
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