Branch transfer request charge/points

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Select the checkbox to the left of a parameter to inherit the setting from the default policy. Clear this checkbox if you want to change the setting for the selected policy. You can also click Inherit All and Inherit None to inherit or disinherit the settings for all parameters.

To specify the charge or points to be applied to the borrower when a branch transfer request is placed and/or returned:

From the Module Menu select Maintenance, Circulation, Policies and then Reservation Policies.
Select the policy you want from the list.
Set either Branch transfer request charge or Branch transfer request points.
Press Tab or Enter, or click anywhere on the screen to enable the Save options.
If there are records linked to the policy then you'll be prompted whether you want to update the existing policy or create a new one and deactivate the existing one.
- Click Update if you want to update the existing policy. The records linked to the policy will be updated.
- Click Create New if you want to create a new policy. The records linked to the existing (deactivated) policy will not be updated.
Click Save or Save & Close.

To apply branch transfer request charges or points to a borrower, include the code(s) on the Charges tab in the borrower category.

Include the “Branch Transfer Request” code if you want a charge to be applied to borrowers when they place a branch transfer request.
Include the “Branch Transfer Return” code if you want a charge to be applied to borrowers when a branch transfer request is returned at its home location.
The charge type specifies whether to apply charges or points.