Excluding a Block Type from Qualifying for Collection (Optional)

Debt Collect uses only certain block types from your system to qualify a borrower for collection, even if you have additional block types on your system. (For more information on blocks, see the “Blocks” chapter of the Circulation Guide.)

If a borrower has one of these block types, by default Debt Collect adds that borrower to a Debt Collect report:

Adjustment credit, for changed amounts (adjcr)
Adjustment debit, for changed amounts (adjdbt)
Balancing Entry (balance)
Claimed Return (cr)
Damaged (damage)
Force to DebtCollection (fdc)
Fees (fee)
Fine (fine)
Lost (l)
Found (lf)
Lost Processing Fee (LostPro)
Lost Recall (lr)
Fine Payment (payment)
Waiver of Fine (waiver)

You can decide to exclude any of these block types from qualifying a borrower for collection. (For example, you may not want borrowers with a block type of “Fees” to go to collection.)

To exclude a block type from qualifying for collection

1 Be sure you are not running the Debt Collect Day End processes.
2 In the Horizon Client, go to Administration > Table Editor.
3 Select the debt_collect table, and then click OK.

The Debt Collection Group dialog box displays.

4 Choose the group you want and click Edit.

Debt Collect displays the Debt Collection Group Edit dialog box:

5 Click Page Down to get to page 2.
6 Do one or more of these tasks, as necessary:

To do this

Do this

Exclude one or more block types

If there are one or more Exclude Blocks for this group, you must click New before continuing, unless you want to change the currently selected Exclude Block.

Type or choose (by clicking Codes and selecting from the list) the Block type that you want to exclude from qualifying a borrower for collection.

For example, select and add the waiver (Waiver of Fine) code and then add the adjdbt (Adjustment debit, for changed amounts) code.

Note: If you add all the blocks to the list to exclude, then Debt Collect will not find any borrowers who qualify for collection and your reports will be empty.

Include one or more block types

Select the block from the Exclude Blocks drop-down list, and then click Delete.

7 Save your changes and Close the dialog box.

 


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