Maximum loans for loan policy
In This Topic
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 maximum number of loans that a borrower can have under one loan policy at one time:
- From the Module Menu select Maintenance, Circulation, Policies and then Loan Policies.
- Select the policy you want from the list.
- Set the Maximum loans.
- 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 maximum number of loans that a borrower can have at one time is specified in the
borrower category. This may be equal to or greater than the
Maximum loans specified in the loan policy.