Display Credit Account Transaction History Helper
The Display Credit Account Transaction History helper displays the transaction history for a user’s credit account. This history includes deposits and withdrawals made to the credit account.
To display a user’s credit account transaction history
1 | In the Display User wizard, display a user record. |
2 | Click the Display Credit Account Transaction History helper. |
The full credit history for the current user will display. For each transaction, the following fields display: Date Created, Title, Item ID, Bill Reason, Credit Reason, and Amount. Information for each transaction displays in the fields, as applicable.
Note: If the Deletion of Items with Bills feature is enabled and an item associated with a bill has been deleted from the catalog, the item ID field and all other item-specific entries for that item will be blank.
3 | Click OK to close the helper window. |
If the user does not have a credit account, the helper displays the message “Patron credit history record does not exist.”
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