Remove a Patron Account from Collection

Under special circumstances, you may want to remove a patron’s account  from collection even though there has been no account activity. To remove an account from collection manually:

Important:
You need the Circulation permission Remove collection agency block: Allow to do this procedure. See Setting Circulation Permissions. If you manually remove a patron’s account from collection, you must inform the collection agency. The removal is not recorded in any automatic reporting functions for collections.

1. Open the patron’s record in the Patron Status workform - Account view. See Access the account data for a patron record.
2. Click to display the Collection Summary dialog box.

The patron’s collection summary appears.

3. Select the line item or items for which the patron should be removed from collection.
4. Click Remove From Collection.
5. Click Close.

The dialog box closes.

6. Inform the collection agency that the patron’s account has been taken out of collection.