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Search borrower financials

Learn how to use the Circulation Transaction window to query financials applied to Borrower records over a period of time in Amlib.

Circulation finance for searching financial transactions

The Circulation Transaction window is used for querying Financials applied to Borrower records over a period of time. For example, enter a “From” Date in the Date Column, use a > symbol and then enter a Date To. Select the Query button and if more than one Financial is found, the results will display as a Table.

NOTE: This facility is used for Searching only – no deletions or changes are possible.

  1. Go to Main > Finance > CircFinance– the Circulation Transactions table where Fields to query can be entered
  2. Enter required data (in the white fields) for the query. See below the table for further explanation. For example, a particular Financial Type of Financial between particular dates
  3. Select F5Query to execute
  4. If only 1 transaction is found, the data will display
  5. If more than 1 transaction is found, a Table of Financial Transactions will result
  6. From the Table Menu, it is possible to Report (using Template $fintrls.qrp) or Sequence the results, using Table Menu > Sequence

Hint: Highlight and copy (Main>Base>Copy) and paste into Excel.

Note: If the Table exceeds the Search Set Table>Continue Query will display the next set of results. Result sets are controlled from Supervisor>Installation>System – Default search cache size (This Default can be set for each Location from the Installation Menu>Select Location).

Circulation Finance – Window - Fields

  • Type

References the table of Financial types found in the Circulation Menu, Financial types. This could be automatically generated (e.g. Accounts Reporting with Update set to Y)

OVERDUE

  • Qty

No of items

1

  • Debit Value

Cost value of the money owing

$70.00

  • Included in Debit

Amount included in the Debit (calculated as the % included as set on the Financial Circulation Type (for example $ 63.64 + $ 6.36 = $70.00 total)

6.36

  • Credit Value

Cost value of the amount in credit

$70.00

  • Location

Location where the Financial transaction took place

LIB

  • Date

Date when the Financial transaction took place

01/07/09

  • Date to

Date to field for searching. When queried, the Date field will be used as the beginning date (Greater or equal to >), and the Date to field will be used as the end date (Less than or equal to (<)

30/06/10

  • Bor Bar Code

The Barcode (or Borrower ID) for the member

+6001135237A

  • Name

Name of the member as shown on the Borrower Details screen

James Dean

  • Item Code

The Barcode (of Item ID) of the Stockitem which is listed as being the item included in the Financial transaction

-60011389064

  • Title

The Title of the Stockitem which is listed as being the item included in the Financial transaction

Anne of Green Gables

  • Comments/Receip t details

Description of the Financial Transaction Type as entered in the Circulation Menu, Financial Types

Auto Charge for Overdue Item

  • Invoice No

Invoice number if applicable

12345

  • Inv Date

Invoice date

06/09/2010

 

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