Setting Up or Editing Notices and Reminders

Horizon processes and compiles notices and reminders automatically during Day End when the appropriate conditions are met. You generate most notices manually in the Circulation Reports process. Once the notices are generated, you print notices and reminders using the Circulation Reports process. (For more information, see the “Notices” chapter of the Circulation Guide.)

Even if you have designated in Horizon that borrowers want to receive email notices, you can set a block notice to only print. (For more information, see Setting Up Blocks.)

You can define how and when Horizon processes and compiles notices and reminders.

To set up or edit notices and reminders

1 Open the location view in the Table Editor.

Horizon displays the List Location Parameters window.

2 Choose the location whose notices and reminders you want to set up or edit.
3 Click Edit.

Horizon displays the Edit Location Parameters window.

4 Display the notice fields:

5 Complete or update these fields:

Field

Action

Print Return Address

If you want the location’s return address printed on all notices and reminders, mark this box.

Note: If you specify more than one address for your library in the location record, the address code with the first letter closest to the start of the alphabet and marked as a return address will always print as the return address on notices.

“Address Corr. Req.”

If you want to print “Address correction requested” on all notices and reminders, mark this box.

Note: If you are in the United States, SirsiDynix can customize the text in this field depending on the contract your library has with the United States Postal Service.

Amt. Owed Before Reminder

Enter the amount that a borrower must owe before Horizon compiles a reminder.

# Overdue Before Reminder

Enter the number of items that a borrower must have overdue before Horizon compiles a reminder.

Reminder Invoice Delay (days)

Enter the number of days Horizon waits to send a reminder invoice after a regular invoice has been sent and remains unpaid.

Billing Notice Amount

Enter the total amount a borrower owes before Horizon generates a billing notice.

Enter the amount in this format: “NN.NN”.

Note: Billing notices print total amounts owed; they do not itemize individual fines or charges.

Sort Notices By

Enter the name of a database column from the borrower table that you want Horizon to use to sort notices.

You can enter more than one column name by separating them with a comma (do not add spaces). Horizon prints the notices sorted first by the first entry, then by the second entry, and so on.

Borrower Mailing Label

Enter or choose the mailing label you want Horizon to print for sending notices.

(For instructions on setting up mailing labels, see “Labels” in the “General Setup” chapter of the System Administration Guide.)

6 Display the Generate Billing Notices? field:

 

7 If you want Horizon to automatically process and compile billing notices during Day End, mark this box.

You must still generate and print the notices from Circulation Reports. (For instructions, see the “Notices” chapter of the Circulation Guide.)

8 Save your changes.
9 Do these steps to identify a block for which you want to send notices:
a Open the block view in the Table Editor.

Horizon displays the List Block Types window.

b Choose the block type for which you want to send notices.
c In the Action field, mark the appropriate button to specify what action is taken when the block is assigned to a borrower. (For more information, see Setting Up or Editing a Block Type.)
d Set up the Notice Language group for each location and BTYPE for which you want to generate notices. (For instructions, see Setting Up Blocks.)
e Save your changes.
f Repeat steps 2 through 5 of this table for each block type for which you want to send notices.
10 Set up these circulation privileges. (For instructions, see Setting Up or Editing a Circulation Privilege.)
First Notice Delay. This privilege determines the length of time after an item becomes overdue before Horizon generates a first overdue notice for that BTYPE group.
Notice Interval. This privilege determines the number of days between each overdue notice after the first notice. It also determines the number of days between the last overdue notice and the final notice, and the final notice and the lost notice.
Max. Notices. This privilege determines the maximum number of overdue notices that are sent to most borrowers. Enter a number from 1 to 9. Horizon automatically generates a final notice in addition to the number of notices you define here.

 


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