Add a loan period code

To add a loan period code to the Loan Period Codes policy table:

1. In the Administration Explorer tree view, open the Policy Tables folder for the organization, and select Loan Period Codes. The Loan Period Codes table is displayed in the details view.

 

2. Click to display the Insert Loan Period Codes dialog box.

 

3. Type the name describing the loan period in the Description box.

Note:
Loan period codes can be numbers, abbreviations, or full descriptions.

4. Click OK on the dialog box. The Loan Period Codes policy table appears with the new loan period name. The status bar indicates that the modification is pending.
5. Select File | Save to save your changes. The status bar indicates that the record is saved. The new loan period code appears in the policy table for every organization in the system.

Related Information

• Modify a table entry - Select an entry, click , and change the description. You should limit your changes to correcting spelling or using a different choice of words for the same loan period code.

Important:
Any changes to an existing loan period code are immediately applied to all records using the original code.

• Set up loan period durations - See Defining Loan Period Durations. Default loan period durations are set with the Patron Services parameter Fine and Loan period defaults.