Create a Charge from the Patron Account View

A charge is associated typically with a predefined reason such as item damage or a special service. The library sets the reasons in Polaris Administration. See Defining Fee Descriptions.

To manually create a charge on a patron’s record:

Note:
As you work with the patron record, you can refresh the header information in the workform by selecting View > Refresh.

  1. Display the patron’s record in the Patron Status workform Account view (see Access the account data for a patron record).
  2. Click pChargeIcon.gif above the Account list view, or press CTRL+C. The Charge dialog box appears.
  3. Type the charge amount in the Amount box (maximum $2,000,000.00).

    4. Note:
    If the amount exceeds the charge alert threshold value, the system displays a warning message and prompts you to confirm the amount before continuing. For information about configuring the Patron Account: Charge Alert Threshold settingseePatron Services Parameters Reference.

  4. Select a reason for the charge in the Reason box.

  5. If the charge is associated with an item, scan the item barcode in the Associated item box.

    6. Note:
    You can click Find to search for an item record.

  6. If you want to add a note, type it in the Notes box.
  7. To send a bill to the patron, select the Send a bill check box, and follow the instructions for Bill a Charge Manually to a Patron Account.
  8. Click OK on the dialog box. The Patron Status workform - Account view appears.

    9. A charge appears in the Account Transaction list, and the total account charge appears in the Charges box at the bottom of the view. If the charge is a replacement charge for a lost item, the count in the Lost item counter (General view and Claims view) increases.