Ad hoc charge parameters

In This Topic

To specify that a charge is used with ad hoc charges:

From the Module Menu select Maintenance, Circulation and then Charge codes.
Select the charge you want from the list.
Set up the Ad Hoc Charge parameters (see below for details).
Click Save or Save & Close.

Charge amount

The charge amount.

Link charge to borrower

This specifies whether the charge is linked to a borrower. This can be set to Always, Never or Optional. For example, a lost card charge would always need to be linked to a borrower, whereas a charge for a library bag wouldn’t need to be.

Always. The selected charge will only be listed when you access the Ad Hoc Charges dialog from a borrower's Charges dialog. It won’t be listed via Circulation > Other > Ad Hoc Charges.
Never. The selected charge won't be listed when you access the Ad Hoc Charges dialog from a borrower's Charges dialog. It will only be listed via Circulation > Other > Ad Hoc Charges.
Optional. The selected charge will be listed when you access the Ad Hoc Charges dialog from a borrower's Charges dialog and via Circulation > Other > Ad Hoc Charges.

Show on main Ad Hoc Charges dialog

You might show the most commonly used charges on the main Ad Hoc Charges dialog. The less commonly used ones you might show on what we’ve called a secondary dialog — i.e. you’ll only see these secondary charges when you click the Show all charges option on the Ad Hoc Charges dialog.

NB. If setting this parameter to Yes, the Use with ad hoc charges parameter must also be set to Yes.

Null means the same as No.

CAUTION: Regarding refunds

Charge codes configured as a Refund charge can only be used as a Refund. Refund charges can not be added as a Charge in Ad hoc interfaces.

If a Charge is set as both an Ad hoc Charge and a Refund charge, it can only be added as a refund (using the Add > Add Refund option) in the Ad hoc charges interface.

Use with ad hoc charges

This specifies whether the selected charge is used with ad hoc charges, i.e. whether it’s shown on the Ad Hoc Charges dialog.

Null means the same as No.