Setting Up or Editing a Recall Reason

When you recall an item, you must enter a reason for the recall. Each reason is linked to an item status that Horizon assigns to the item along with the reason. The status prompts Horizon to alert you when the item is returned.

You should not delete any Horizon-defined recall reasons, but you can modify their descriptions and define how they are used. You can set up as many recall reasons as you need.

To set up or edit a recall reason

1 Make sure item statuses have been set up in your system. (For instructions, see Working with Item Statuses.)
2 Open the recall_reason view in the Table Editor.
3 Choose the recall reason that you want to change, or create a new recall reason.

Horizon displays the Edit Recall Reason window:

4 Complete or update these fields:

Field

Action

Recall Reason

Enter a unique code that identifies the reason.

This is the code that staff members enter when they recall an item. This code can contain up to seven characters.

Comment

Enter an explanation or description of the reason.

This comment displays on the Recall Item window in Circulation.

Default Item Status

Enter or choose the default status code that you want Horizon to assign to the recalled item.

(For example, enter “recall” or “b” for bindery.)

This lets Horizon recognize the item when it is returned so that you can deal with the recalled item appropriately.

Horizon-defined

This is a read-only field that indicates whether the recall reason comes installed with Horizon.

If this field displays “Yes,” do not delete the recall reason.

5 Save your changes.

 


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