Placement charges and points (global)
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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 a borrower when a global reservation is placed:
- From the Module Menu select Maintenance, Circulation, Policies and then Global Reservation Policies.
- Select the policy you want from the list.
- Set the allocation charge/points.
- Placement charge/points. Specifies the charge/points to be applied to the borrower when a reservation is placed.
- Placement charge/points (OPAC). Specifies the charge/points to be applied to the borrower when an OPAC reservation is placed.
- 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.
The placement charge/points are not applied to reservations placed through profile matching.