Add a fee description entry

To add a fee description to the Fee Descriptions policy table:

Note:
Check existing descriptions before you add a new one. You cannot delete duplicate descriptions.

1. In the Administration Explorer, open the Policy Tables folder for the organization, and select Fee Descriptions. The Fee Descriptions table is displayed in the details view.

Note:
In the Fee Descriptions table, ID numbers preceded by a minus sign are supplied by the system and used in system processes.

2. Click to display the Insert Fee Descriptions dialog box.

 

3. Type text describing the type of fee in the Fee Description box.
4. Click OK on the dialog box. The Fee Descriptions policy table appears with the new fee description 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.

Related Information

• Modify a table entry - Select the entry, click , and change the description.

Important:
Any changes to an existing fee description are immediately applied to all records using the original fee. Descriptions should be maintained as is for accounting purposes, as long as charges using a description are kept on the patron records or are assigned an amount.

• Set branch-level display - See Set fee descriptions for branch-level display
• Replacement fees - You can set a default replacement fee amount and a processing fee amount for items the library cannot recover. See Setting Replacement Fee Defaults.