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| Revised | : | January 5, 2006 (mc) |
| Version | : | All Versions |
| Revision | : | 1 |
HOWTO: Charging Reciprocal Fees to the Borrowing Customer
January 5, 2006
SUMMARY
Institutions sometimes wish to charge their Borrowing customers only whatever fees that the Borrowing library was charged by the Lending Library. In such cases, the normal practice of setting specific charges in the billing tables does not typically work, as the charges in question will very from transaction to transaction depending on the Lending institution's billing policies.
To allow the possibility of Reciprocal Charging, set up the following Billing Addition:
- Open the Customization Manager and navigate to System Billing - Setup - BillingAdditions.
- Create an option in the BillingAdditions table. Set the AdditionName to Reciprocal Charges (or something more descriptive if you prefer) and give it a Category of Default.
- Set the Base Fee to $0 and the per page fees as desired. (Probably $0 as well)
In the course of processing an incoming Borrowing Item for the customer, you will check the item in from the lending institution as normal.
- The Add Billing Charges form will appear with all relevant charge information in it.
- Select the Additional charge that you have set up for this purpose. Ex: Reciprocal Charges.
- The Additional Charge of $0 will appear on the form.
- In the Base Fee column of the form, next to the chosen Additional Charge, set the amount to the desired total (whatever charge the Borrowing institution incurred from the Lender).
- Click the Refresh button (the clock icon). This will adjust the totals on the form.
- Click the Charge button to apply the charges.
