HorizonAdding a Library-Defined Fee

You add fees by selecting a fee block from a list of categories that might include interlibrary loan fees and photocopy fees. If only one fee-type block exists, Horizon bypasses the list and immediately displays the window where you can enter the amount owed. The fee and amount are then listed on the Current Blocks window for the borrower.

Each fee-type block can have a sales tax amount attached to it, such as ten percent or six percent. If the block has no sales tax attached to it, or if the borrower’s BTYPE is exempt from sales tax, no sales tax will be calculated. (For more information, see “Setting Up or Editing a Block Type” in the “Setting Up Blocks” section of the Circulation Setup Guide.)

To add a library-defined fee

1 In the Checkout window, identify the borrower.

Horizon displays either the Checkout window or (if the borrower has other blocks) the Current Blocks window.

2 Choose Blocks, Add Fee.
3 If Horizon displays the Block Types window, double-click on the fee block you want to add.

Horizon displays the Add Fee window:

4 Enter or verify the amount of the fee in the Amount field. (Enter the amount in this format: NN.NN, for example, 12.75)
5 Enter any comments about the fee.
6 Mark the appropriate Action button.

This determines what type of action Circulation takes with the block. There are three action types:

None. Horizon takes no action on the block.
Print. Horizon prints a notice or creates an e-mail message about the block to send to the borrower.
Review. Horizon adds the block to the Notice Review list. This lets the circulation staff review the matter to see if any other action is needed.

For more information, see Editing the Action Setting for Notices in the Notices for Review List.

7 Click OK.

Horizon displays the Current Blocks window. The fee block is listed, and the amount includes the amount you entered plus any sales tax.

Note: The system administrator can set up sales tax. (For more information, see “Setting Up or Editing a Block Type” in the “Setting Up Blocks” section of the Circulation Setup Guide.)

 


© 1998-2017 Sirsi Corporation