Credit Reason Wizard

In SirsiDynix Symphony, users may have money credited to an account by a library staff member at a workstation. Each time a user account is credited, a credit reason is recorded with the transaction. This credit reason indicates the purpose of the credit. Recording the reason for a credit can prove useful to both the library staff member and the SirsiDynix Symphony administrator to determine why a credit was created, such as refund credit or deposit credit.

Using the Credit Reason wizard, you can define Credit Reason policies. The following Credit Reason policies are delivered.

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AUTOPAY

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AUTOREFUND

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CLOSEACCT

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DEPOSIT

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LIBREFUND

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PAYMENT

After selecting the Credit Reason wizard, from the List Policies window, you can create, display, modify, copy, or remove the Credit Reason policies. Click Close to exit the wizard.

Attributes

The Credit Reason wizard includes the following attributes.

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Name

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Description

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Type

Name

This attribute is used to define the policy name or name of the credit reason. This name is ten characters or less, and may not include spaces or punctuation, except for dash (-), underscore (_), and dollar sign ($). Additionally, the pipe character (|) cannot be used.

Description

This attribute provides more information about the policy and its use by the library. The description may be up to 60 characters in length. Although the Description attribute may contain spaces and punctuation, the pipe character (|) cannot be used.

Type

This attribute determines the type of transaction the credit reason is used for. Select a type from the list. There are two transaction types: Deposit and Withdrawal.

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Deposit – This type of transaction adds money to a patron’s credit account. An example of a Deposit type credit reason is DEPOSIT.

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Withdrawal – This type of transaction deducts money from a patron’s account. Examples of a Withdrawal type credit reason are AUTOPAY or CLOSEACCT.