Credit Rule WizardCredit Rule WizardCredit Rule policies determine the basic rules regarding credit accounts. Credit rules are “mapped” to specific libraries and user profiles. The Credit Rule wizard is used to create a new Credit Rule policies.
Credit rule policies are order-sensitive. Since SirsiDynix Symphony looks for “matching” credit rules from the bottom of the policy map up, the order of the credit rule map lines is important. See Policy Operations for Map Policies.
From the Credit Rule: List Policies window, you can create, display, modify, copy, or remove the Credit Rule policies. Click Close to exit the wizard.
Attributes
The Credit Rule policy contains the following attributes.
| • | Name |
| • | Description |
| • | Library |
| • | User Profile |
| • | Bill Reasons that Can Be Paid Automatically from the Credit Account |
| • | Bill Reasons that Can Be Paid for by Credit Account |
| • | Maximum Credit Balance Amount |
This attribute uniquely identifies a specific Credit Rule policy. This name is ten characters or less, and may not include spaces or punctuation, except for dash (-), underscore (_), and dollar sign ($). Additionally, the pipe character (|) may not be used.
This attribute provides more information about the policy and its use by the library. The description may be up to 60 characters in length. Although the Description attribute may contain spaces and punctuation, the pipe character (|) cannot be used.
Select a Library policy value from the list. You can use the Library Policy helper (Library Wizard) to choose from a list of library policies that have been defined for your system.
Select a User Profile policy value from the list. Click the User Profile Policy helper (User Profile Wizard) to choose from a list of User Profiles that have been defined for your system.
Bill Reasons that Can Be Paid Automatically from the Credit Account
This attribute determines which fees/fines are automatically paid with funds from the patron’s credit account when they are created.
For example, a patron may request that the library always pay OVERDUE fines with monies from their credit account. As overdue fines are created at checkin, the system will automatically pay these fines with money from the credit account as long as the credit balance is more than the amount billed. This takes into account the pay maintenance libraries. Click the Policy List gadget to choose from a list of bill reasons.
Bill Reasons that Can Be Paid for by Credit Account
This attribute determines which bills can be paid for with monies from the credit account. Click the Policy List gadget to choose from a list of bill reasons.
Type the maximum credit balance amount for this user’s account.
Related topics
Circulation Configuration Wizards
Policy Operations for Map Policies
© 2006, 2014 SirsiDynix