Charge History HelperCharge History HelperThe Charge History helper is used to display charge history information for a patron. If the Charge History feature is configured for use in the library, a charge history is created for a patron when he or she checks out an item, and later checks it in. The list of items discharged for a patron are kept as a charge history until either the Purge Charge History report is run, or the user record is removed from the system.
The Charge History helper is found in the Checkout wizard and the Remove User wizard, and becomes active when either wizard displays a patron record with a charge history.
To use the charge history helper
| 1 | In the Checkout wizard and Remove User wizard, type or scan the user ID. The Charge History helper becomes activated when the record of a patron with a charge history displays. |
| 2 | Click the Charge History helper. The Display Charge History window displays. |
| 3 | Under User Information, the user’s name, profile, user library, and other user information display. Click the user’s name glossary to see additional user information. |
The charge history list shows the items that the user charged and checked in. The following information displays for each item in the charge history list.
| • | Item ID |
| • | Title |
| • | Date Charged |
| • | Date Due |
| • | Date/Time Discharged |
| • | Discharge Library |
| 4 | Click Close to exit the Display Charge History window. |
Field Definitions
This field uniquely identifies an item, and is also called a barcode. The Item ID is typically the human-readable number on the item’s barcode. The item ID can be up to 16 characters in length. In the Charge History helper, the item ID is a glossary that you can select to see additional item information.
The Title field contains an item’s main title.
This field displays the date and time on which the item was most recently charged or checked out to the current user.
This field contains the date and time the item is due back in the library.
This field displays the date and time on which the item was most recently discharged from the current user.
In multilibrary systems, this field displays the library where the item was discharged.
Related topics
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