Overdue charges can be automatically created in Amlib when an item is returned through the Circulation module. Depending on your parameters, the overdue charge is added to the Borrower record as soon as an overdue item is returned. These charges remain on the Borrower record until the charge is paid or it is deleted by a staff member.
An alternate method of creating a charge is to add a cost onto each Borrower record when a report is printed. This is generally created for long overdue items or Claims Returned items that have not been found after 6 months.
column 1 | column 2 | column 3 | column 4 | column 5 | |
---|---|---|---|---|---|
heading | Report Line Number | Line 1 account history NAME | Line 1 overdue history NAME | Line 1 Financial record NAME | Line 1 Fees type name |
Example | 1 | OVFINACC | OVDFINAL | OVDUEACC | OVDUEFEE |
comment | Line 1 is used for History and Financial reporting purposes | If left blank, the system will put a Report Type of ACCOUNT in the Borrower History window if Create Hist (Y/N) = Y and Create Acc (Y/N) = Y and the report run via the Scheduler. It is possible to specify your own name – see example (max: 8 chars). Can use to specify 1st, 2nd, etc overdue – for example: OVDUE1,OVDUE2 |
If left blank, the system will put a Report Type of OVERDUE in the Borrower History window if Create Hist (Y/N) = Y and Create Acc (Y/N) = N and the report run via the Scheduler. It is possible to specify your own name – see example (max: 8 chars). Can use to specify 1st, 2nd, etc overdue – for example: OVDUE1,OVDUE2 |
If left blank, the system will put a Financial Type of OVERDUE in the Borrower Financial window indicating the (replacement) Cost for overdue items if Create Acc (Y/N) = Y and the report run via the Scheduler. It is possible to specify your own name – see example (max: 8 chars). Please Note: Customer-defined Financial record NAMES must also be defined in the Circulation Financial Types screen. |
If left blank, the system will put a Financial Type of FEE in the Borrower Financial window for reports that have a FORM_CHARGES field in the report (see example 2) if Create Acc (Y/N) = Y and the report run via the Scheduler. It is possible to specify your own name – see example (max: 8 chars). Please Note: Customer-defined Financial record NAMES must also be defined in the Circulation Financial Types screen. |
heading | Report Line Number | Line 2 Fee per Item $.c | Line 2 Fee per Notice $.c | Line 2 Fee Print Line | Line 2 not Used |
Example | 2 | 2.00 | 5.00 | Includes fees of: | <leave blank> |
comment | Line 2 is used to add Fees to Reports | Enter amount to be charged for each overdue item [Optional] Amount will be added to the FORM_ CHARGES field in the Report |
Enter amount to be charged per notice (in addition to any item fee) [Optional] Amount will be added to the FORM_ CHARGES field in the Report |
Text will be added to the USER_LINE1 field in the Report [Optional] |
Note: Any user-defined names in column 4 and 5 (Line 1 Financial record NAME and Line 1 Fees type name) in the F10 More screen must also be added to the Circulation Transaction Types table.
Note: The report template must be altered to include the following fields: FORM_CHARGES and USER_LINE1.
The new &ODFEE.QRP template includes FORM_CHARGES and USER_LINE1.
The FORM_CHARGES field can be added to the total charge [Field = FORM_CHARGES] or included as part of a TotalCst. You can also include the field USER_LINE1 which will include the text you entered in the F10 More statement.
When your report is set up with the template, Where statement, and order, you can then preview the report as follows:
If you only want to print a report then the quickest method is to use F8 View and print from the Report – View window (see above).
Using the Scheduler (via the F6 Print button) has several benefits over running reports via the F8 View button: It allows you to schedule regularly run reports so that staff do not have to do it manually each time, and it allows for further functions as part of the report such as updating Borrower/Stockitem history, updating the Reservation Status and adding report information to your statistics. Email and SMS reports MUST be run via the Scheduler.
This guide will take you through setting up a report to use RepStartSchedule.
Note: If you need to restart the scheduler at any point, you will need to log out of all Report screens (Ctrl + L) and start at the beginning of these instructions.
Once the report is printed each Patron will have an entry in the Borrower Financial Transactions window that will show the cost of the item:
Each Patron will also have an entry listed in the Borrower History window that will show that the report was run off:
An alternate method of creating a charge that will remain on the Borrower record is to use CircFinancial to create a charge that will be added to the Borrower record when a specific report is printed (therefore the charge may not necessarily be for an overdue item/s). This charge will not be deleted on the return of the item.
Whenever the report is printed (via the Scheduler), the charge will be added to the Borrower Financial record.
In the first example above, any time the report &INV2ND.QRP is printed, a charge of $5.00 is added to the Borrower Financial record of each Borrower for whom a notice is printed.