You Saved Receipt Messages

You can add a “you saved” message to printed and email check-out/renewal receipts and the printed Items Out list. The message helps to remind patrons of the value of library service by displaying how much it would cost to purchase the items. It includes the total value of the current receipt transactions, the value of the patron's year-to-date transactions, and the “lifetime” value of all the patron’s transactions.

The value for each item is calculated based on the retail price stored in the item record. If the item doesn't have a price, you can opt to use the Replacement Fee default value for that material type. You can also choose to suppress the message if the value is below a specified dollar amount.

Note:

The You Saved message option does not apply to text message receipts, and it cannot be activated or suppressed for individual patrons.

• Staff client - When the You Saved message is implemented at the check-out workstation branch, the value is calculated for all items, regardless of item or patron branch. The message is included on check-out receipts generated from the staff client Check Out workform and (if the branch has opted to include renewals in the calculation) renewals from the Patron Status workform. If the organization has opted to print the message on the Items Out slip, the message also appears when the Items Out slip is printed from the Patron Status Items Out list view.
• Leap - When the logged-on user's branch has implemented the You Saved message, the message is included on receipts generated from the Leap Check Out workform (check out or renewal) and from the patron Items Out view (renewal).
• Polaris PowerPAC and Mobile PAC - Settings for the patron’s registered branch control whether the You Saved message appears on email receipts for items renewed from PAC. To enable the message on email receipts for items renewed from PAC, check Send receipts for renewal from PAC in the Patron Services parameter EReceipt options, then enable You Saved receipt messages (see Set up You Saved receipt messages).
• Polaris ExpressCheck - When the You Saved message is implemented at the ExpressCheck workstation's parent branch, the value is calculated for all items, regardless of item or patron branch. If the ExpressCheck station is configured to print one receipt per item (Parameters > SelfCheck unit > Polaris ExpressCheck Options), then only one item will be included in the receipt tally.
• SIP Self-Check Units - You can include the You Saved message on printer messages, screen messages, or both. The message is added to the existing check-out and renewal messages (if you have opted to include the message for renewals). The system uses the settings of the organization associated with the self-check unit’s SIP Service Port.

See also:

• Customizing the You Saved Message
• Year-To-Date and Lifetime Savings in the Patron Record
• Processing the Year-to-Date Amount
• Set up You Saved receipt messages
• Set the Workstation to Print Receipts and Slips

Customizing the You Saved Message

The default You saved message is You just saved [Value] by using your library. You have saved [YTDValue] this past year and [LifetimeValue] since you began using the library! Use Polaris Language Editor (WebAdmin) to customize the You Saved message. Select the Receipts “product.” The message mnemonic is RECEIPT_YOUSAVED. To include monetary values, do not edit the text in backets. The message is truncated to 255 characters. For more information about editing messages, see WebAdmin online help.

Year-To-Date and Lifetime Savings in the Patron Record

Year-to-date and lifetime savings values are available in the Polaris staff client patron record properties sheet. In the staff client, select the Properties icon or press F8 on the Patron Registration or Patron Status workform to view the patron record properties sheet.

In Leap, year-to-date and lifetime savings values are available in the Misc. Info section of the patron record.

Processing the Year-to-Date Amount

Previous year-to-date values are saved in the PrevYearYouSavedAmount table, which is populated when the circulation year-end rollover job runs. Table columns include PatronID (int) and YTDYouSavedAmount (money). The Circ_YearEndCircCountRollover job script rolls over the new YTDYouSavedAmount field from the patron record into the PrevYearYouSavedAmount table and then zeroes out the YTDYouSavedAmount value in the patron record.