Transacting a Refund

You transact a refund by selecting a refund category and entering the amount of the refund. You can only refund money that Circulation considers spent. That is, you must select a block showing a negative amount from the borrower’s Current blocks window before you can access the Refund command.

If a borrower pays the fine for a lost item block, and that item is later found and checked in, Horizon refunds that borrower for the amount previously paid.

If a borrower owes the library other fines or fees, Horizon does not allow you to transact a refund until all amounts due are paid.

When an item (reported as lost and paid for) is checked in, Horizon checks the circulation history to identify the borrower who had the missing item last. When that borrower number is identified, Horizon checks the burb history to verify that there is a lost-with-payment block for the borrower number and item number in question. If found, Horizon generates a credit block (with some additional information blocks for the total payment amount).

When the item (previously reported as lost) is checked in, Horizon modifies the borrower’s blocks and credits the borrower for the lost item fee.

The borrower’s Current Blocks window at this point would look like this:

 


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