Display a Transaction’s History
You can view the account activity for any selected line item in the Account Transaction list or the Transaction Summary dialog box.
To view the account activity for a particular transaction:
- Open the patron’s record in the Patron Status workform - Account view. See Access the account data for a patron record.
- If the transaction has been reconciled, click
or press CTRL+T to display the Transaction Summary dialog box. - Right-click the transaction line item, and select History from the context menu.
Note:
You can view additional information about each transaction, including an item’s check-out date and due date if applicable. Right-click a line item in the Account Transaction list or the Transaction Summary dialog box, and select Properties from the context menu.
The Transaction History dialog box appears.
Related Information
- Overdue items processing - Polaris manages overdue items through fines, blocks, and notices. Settings in Polaris Administration determine whether and how these functions are used in your library.
- Your library may issue up to three overdue notices and a bill for an overdue item. For the procedures to issue overdue notices and the applicable settings,
- Your library may choose to have Polaris automatically change an item’s status to lost when the item is billed for overdue fines.
- Patron blocks - Patrons are automatically blocked at check-out and renewal under the following circumstances:
- They have more than a library-specified number of items overdue.
- They owe more than a library-specified amount of money.
- They have one or more items long overdue.
- See Working with Blocks (Stops).
- Managing overdue fines at circulation - See Resolve a fine at check-in.
- Deleted items - For most items, the item record identification (title and barcode) is still available after the item has been deleted, so charge and pay or waive transactions remain related to the item. This feature does not apply to ILL item records.