The Bill Selection tab contains fields that are used to select specific bills for a report. This tab may contain any of the following fields.
| • | Amount Billed |
| • | Amount Billed Plus Tax |
| • | Amount Paid |
| • | Balance Owed |
| • | Bill Associated w/ User Group |
| • | Bill Associated with Item |
| • | Bill Paid in Full |
| • | Circulation Rule |
| • | Date Billed |
| • | Date Charged |
| • | Date Due |
| • | Date Item Renewed |
| • | Date Item Returned |
| • | Date Recalled |
| • | Last Notice Date |
| • | Library |
| • | Minimum Amount of a Single Bill |
| • | Number of Notices Sent |
| • | Number of Payments Made |
| • | Payment Date |
| • | Payment Library |
| • | Payment Type |
| • | Reason |
| • | Tax |
| • | Total Balance Owed |
All bills in the report were for the specified amount. This is the full bill amount, not the balance of a partially paid bill. To select a range of amounts, use the Amount Range gadget.
All bills in the report were for the specified amount, which includes the Amount Billed and the Tax amount added together. To select a range of amounts, use the Amount Range gadget.
All bills in the report have had the specified amount applied to the bill. This could be either a partial or full payment amount. To select a range of amounts, use the Amount Range gadget.
All bills in the report have the specified amount that still needs to be paid. To select a range of amounts, use the Amount Range gadget.
If Yes, the report will include bills associated with a user group only. If no, all bills that are not associated with a user group will be included. If Both is selected, all bills are included, regardless of whether they are associated with a user group. The default value is Both.
If Yes is selected, the bills in the report will only be those bills that are specifically tied to an item in the catalog. If No is selected, the bills in the report will be for general charges, such as a noise fee, or privilege to use the library. If Both is selected, all bills are included.
If Yes is selected, the bills in the report are paid. If No is selected, the bills in the report have either no payments or partial payments. If Both is selected, all bills are included. The default value is No.
All bills in the report are associated with an item that was circulated according to this specified Circulation Rule policy. The time period of circulation, recall and grace periods for the item, and charge or renew limits are contained in the Circulation Rule. Use the Policy List gadget to select rules. If no value is selected, all circulation rules are included.
All bills in the report were created on this specified date. To select a range of dates, use the Date Range gadget.
All bills in the report are associated with an item charged on this specified date. This is the date on which the item was most recently charged to the current user. To select a range of dates, use the Date Range gadget.
All bills in the report are associated with an item that is due back in the library on this specified date. To select a range of dates, use the Date Range gadget.
All bills in the report are associated with an item that was renewed on this specified date. To select a range of dates, use the Date Range gadget.
All bills in the report are associated with an item that was checked in, or discharged to the library, on this specified date. To select a range of dates, use the Date Range gadget.
All bills in the report are associated with an item that was recalled for a hold on this specified date. To select a range of dates, use the Date Range gadget.
All bills in the report last had bill notices sent to users on this specified date. To select a range of dates, use the Date Range gadget.
All bills selected by the report are owned by the specified library or libraries. Depending on your system configuration, the bill owning library is the library that charged the material to the user, or the library that owns the loaned material. The bill owning library keeps the fines that are collected from materials loaned between libraries. Use the Policy List gadget to select libraries. If no value is selected, all libraries are included.
Note: The Remove Paid Bills (Delpaidbill) report will display an error if you try to schedule the report without selecting at least one library. The Library field is required for this report.
Minimum Amount of a Single Bill
If an amount is specified in this field, an individual bill on the user’s record must meet this minimum amount for the user record to be selected by the report. To select a range of amounts, use the Amount Range gadget.
Note: If the total owed by the user is greater than the amount specified in the Total Balance Owed selection, or if an individual bill meets the Minimum Amount of a Single bill selection amount, a notice is generated when the report runs. The notice will include all fines for the user, regardless of the selection criteria used in the report (except for the Library selection).
If the report is run with a Library selection for a specific library or library group, and an amount is specified in the Minimum Amount of a Single Bill field, only that library or library group will be checked for individual bills for the user when determining if the user record is to be selected by the report.
All bills in the report had this number of bill notices sent to the user. To select a range of numbers, use the Number Range gadget. This number is incremented by selecting the Count as a Notice Sent check box when notices designed for billing purposes are sent to the user.
This counter is also advanced if the user is contacted with the sirsi Voice Automation (SVA) or TalkToMe module.
Each of the bills in the report has had this number of payments toward the balance of the bill. To select a range of numbers, use the Number Range gadget.
All bills in the report were paid on this specified date. To select a range of dates, use the Date Range gadget.
This is the library that accepted payment for the bill. Use the Policy List gadget to select a payment library (or libraries). A bill will be selected if at least one payment for the bill has the specified payment library. If no value is selected in this field, all libraries are included.
The bills in the report that have been fully or partially paid have the specified payment type, which may be defined by your library. Use the Policy List gadget to select payment types. If no value is selected, all payment types are included.
All bills in the report were issued for the specified reason. Use the Policy List gadget to select bill reasons. If no value is selected, all reasons are included.
All bills in the report have the specified tax amount in the library's native currency. To select a range of amounts, use the Amount Range gadget.
If an amount is specified in this field, the total amount of bills on the user’s record must meet this amount for the user record to be selected by the report. To select a range of amounts, use the Amount Range gadget.
Note: If the total owed by the user is greater than the amount specified in the Total Balance Owed selection, or if an individual bill meets the Minimum Amount of a Single bill selection amount, a notice is generated when the report runs. The notice will include all fines for the user, regardless of the selection criteria used in the report (except for the Library selection).
If the report is run with a Library selection for a specific library or library group, and an amount is specified in the Total Balance Owed field, only that library or library group will be checked for bills for the user when determining if the user record is to be selected by the report.
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