The Circulation Transaction window is used for querying Financials applied to Borrower records over a period of time. For example, enter a “From” Date in the Date Column, use a > symbol and then enter a Date To. Select the Query button and if more than one Financial is found, the results will display as a Table.
NOTE: This facility is used for Searching only – no deletions or changes are possible.
Hint: Highlight and copy (Main>Base>Copy) and paste into Excel.
Note: If the Table exceeds the Search Set Table>Continue Query will display the next set of results. Result sets are controlled from Supervisor>Installation>System – Default search cache size (This Default can be set for each Location from the Installation Menu>Select Location).
Circulation Finance – Window - Fields |
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References the table of Financial types found in the Circulation Menu, Financial types. This could be automatically generated (e.g. Accounts Reporting with Update set to Y) |
OVERDUE |
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No of items |
1 |
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Cost value of the money owing |
$70.00 |
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Amount included in the Debit (calculated as the % included as set on the Financial Circulation Type (for example $ 63.64 + $ 6.36 = $70.00 total) |
6.36 |
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Cost value of the amount in credit |
$70.00 |
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Location where the Financial transaction took place |
LIB |
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Date when the Financial transaction took place |
01/07/09 |
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Date to field for searching. When queried, the Date field will be used as the beginning date (Greater or equal to >), and the Date to field will be used as the end date (Less than or equal to (<) |
30/06/10 |
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The Barcode (or Borrower ID) for the member |
+6001135237A |
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Name of the member as shown on the Borrower Details screen |
James Dean |
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The Barcode (of Item ID) of the Stockitem which is listed as being the item included in the Financial transaction |
-60011389064 |
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The Title of the Stockitem which is listed as being the item included in the Financial transaction |
Anne of Green Gables |
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Description of the Financial Transaction Type as entered in the Circulation Menu, Financial Types |
Auto Charge for Overdue Item |
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Invoice number if applicable |
12345 |
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Invoice date |
06/09/2010 |