Manually Defining a Format for Issue Slips

If you use circulation slip printers, you may want to print Home Service issue slips for individual borrowers. To do this, you must manually define a format for the individual issue slips to be printed. (For more information, see “Using Circulation Slips and Receipts” in the Circulation Setup Guide.)

You decide what information is included on the issue slip. (For example, you may want to include the borrower’s route, address, and visit comments.) You can include any fields in the borrower record and route record. If you use Home Service ratings, you can also create a space where borrowers can write a rating. (For more information, see Ratings.)

To manually define a format for issue slips

1 Open the circ_slip view in the Table Editor.

Horizon opens the List Circulation Slip window.

The window includes four slips that apply to Home Service:

hbinst. The driver slip for institution borrowers.
hbinstb. The borrower slip for institution borrowers.
hbstd. The driver slip for standard Home Service borrowers.
hbstdb. The borrower slip for standard Home Service borrowers.
2 Double-click the Home Service slip you want to define.

Horizon displays the Edit Circulation Slip window, for the Home Service slip you chose:

3 Do one of these options:
If you want to include information from the borrower record, enter “hbborr” in the Field Type field.
If you want to include information from the route record, enter “hbroute” in the Field Type field.
4 Enter the name of the column from which the information comes in the Column field.

These are the valid column names:

For hbborr

For hbroute

Name

Route

Stop No.

Route Code/Description

Advisor

Next Stop

5 Complete these other fields as necessary:

Field

Action

Description

Enter the description of the receipt, such as payment receipt, checkout receipt, refund receipt, and so forth.

Location

Enter the location you are setting up the slip for.

Section

Mark the button to specify where you want this information to appear on the issue slip:

Header
Body
Footer

Order

Enter the number of the order in which this piece of information should appear.

Field Type

Enter the field type code for field you are entering, such as literal text field.

This must be one of the predefined types. (For more information, see “Using Field Type Codes” in the “Using Circulation Slips and Receipts” section of the Circulation Setup Guide.)

Label

Enter any free text message you want to add to describe the contents of the data element, such as “Item Barcode.”

Column

Enter the name of the column in the borrower table from which the information comes. (For example, enter “name” to print the data in the “name” column of the borrower table.)

If you do not want to print data from the borrower table, leave this field blank.

Max. Len.

Enter the maximum field length for the data element data.

This is useful to make columns for payment or fee data, or to assure that a long title fits on the space provided.

Append to Previous

Mark this field if you want to keep this data element on the same line as the previous one.

Justify

Click the justification option you want to use:

Left
Right
Center
6 Click New in the Circulation Slip Field group.

Horizon creates an identifying label for the information you entered, including its order number.

7 Save your changes.
8 Repeat steps 3 through 7 for each type of Home Service information you want to print on the slip.
9 If you want to create a space where borrowers can write a rating, follow these steps:
a Enter “literal” in the Field Type field to include a line of literal text.
b Enter a heading for ratings in the Label field. (For example, enter “Rating”.)
c Complete the other fields as necessary.
d Click New in the Circulation Slip Field group.
e Click Save.
10 When you are finished editing the circulation slip, click Close.
11 Repeat this task for the other Home Service issue slips you want to print.

 


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