Day End can compile batches of overdue and hold notices and print them or send them via email in one step using the Day End Create and Output Notices process. The way Horizon distributes these notices depends on the configuration of the location's default hold notice type and whether a borrower is configured to receive email messages.
To configure Day End to print or e-mail overdue notices automatically
1 | Start the Table Editor process. |
The default location of this process is the Administration folder on the navigation bar.
Horizon displays the Code Lookup Horizon View window.
2 | Open the menu view. |
Horizon displays the List Menus window.
3 | Double-click the Day End Create and Output Notices menu option. |
Horizon displays the Edit Menus window:
4 | Change the value of the Menu field to MDayEnd. |
5 | Click Save and click Close. |
The process is added to the Day End processes.
6 | Start the Table Editor process again. |
Horizon displays the Code Lookup Horizon View window.
7 | Open the de_ntc_ctl view. |
Horizon displays the List: Day End Notice Control window.
8 | Double-click the AUTO option. |
9 | Horizon displays the Edit: Day End Notice Control window. |
10 | Complete these fields and options: |
Field |
Description |
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Description |
Enter or edit the name of the automatic notice process. |
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Enable Notice |
Check the Enable Notice check box to configure Horizon to generate notices automatically for all locations. Leave the Enable Notices check box unchecked to configure Horizon to not generate the notices automatically for all locations. |
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Output File Path |
Enter the file path to where Horizon should write the email notices batch file along with the base filename using the following as a template: <drive letter>:\<path>\<file name> Important: Do not include the extension on the file name. Depending on which Print To File option you choose, Horizon completes the filename and adds the extension. When Do not print notices to file is selected, Horizon automatically uses this file to send the generated email notices. Otherwise, Horizon creates the file PDF file according to the template explained in the Print to File options below. |
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Print To File |
Select the print to file option you want:
The notices print using the font selected for the default printer specified when setting up the Circulation Report.
The notices are saved to PDF format using the Courier, Helvetica, or Times font selected for the default printer specified when setting up the Circulation Report. If a different font is selected for the default printer, the font defaults to Helvetica.
The notices are saved to PDF format using the Courier, Helvetica, or Times font selected for the default printer specified when setting up the Circulation Report. If a different font is selected for the default printer, the font defaults to Helvetica. |
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Output Print Notice On |
Select the days on which to print the notices. The notices are printed for all locations on the days you specify. Note: This option does not affect the email notices, which are generated daily. |
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Notice Control Exception |
Create a location specific notice control setting that overrides the general notice control for that location. |
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Location |
Enter the location for which you want to apply the exception. |
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Enable Notice |
Check the Enable Notice check box to configure Horizon to generate notices automatically for the specified location. Leave the Enable Notice check box unchecked to configure Horizon to not generate the notices automatically. |
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Output print notice on |
Select the days on which to print the notices for the specified location. The notices are printed on the days you specify. Note: This option does not affect the email notices, which are generated daily. |
11 | Click Save to save the configuration, then click Close. |
Overdue and hold notices will now be generated and printed or sent automatically as part of the Day End processes.
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