Fee/Update Options Tab
The Fee/Update Options tab contains fields that are used to specify the bill and fee amounts that will be included in the amount referred to a collection agency. This tab may contain any of the following fields.
The delivered default values are those recommended by Unique Management for sites to use. If you use different third-party debt collection software, change the values in these fields to work with that software.
| • | Basic Collection Fee |
| • | Excess Debt Collection Fee |
| • | For Debt Totals Over |
| • | Include All Bills Option |
| • | Mode |
| • | Update Database Records |
Type the fee a user must pay for having been referred to a collection agency. When typing the amount, include decimal symbols but no currency symbols (such as 10.00 for ten dollars). Typing an amount in this field creates a bill of the REFERRAL type, which is added to the user's debt data. This field appears only in the Collections Information report.
Type the fee a user must pay for having been referred to a collection agency for a debt that exceeds the amount specified in the For Debt Totals Over field. When typing the amount, include decimal symbols, but not currency symbols (such as 10.00 for ten dollars). Typing an amount in this field creates a bill of the REFERRAL type, which is added to the user's debt data. This field appears only in the Collections Information report.
Type the amount a user must exceed before being charged the specified Excess Debt Collection Fee. When typing the amount, include decimal symbols, but not currency symbols (such as 10.00 for ten dollars). This selection appears only in the Collections Information report.
You can click the Include All Bills For All Libraries option to include all existing bills from all libraries in the total amount owed by the user when the user is referred to the collection agency. Or, you can click the Include All Bills for Selected Libraries option to include only the bills for selected libraries in the total amount owed. Select the libraries on the Bill Selection tab. Include All Bills for All Libraries is the default value.
Note: If you run the Collections Information report for selected libraries, you should select the Include All bills From Selected Libraries option on the Fee/Update Options tab. This option will include all bills that belong to the libraries you selected in the Library field of the Bill Selection tab, and these bills will be sent to the collection agency. If you do not select this option, but instead select Include All Bills From All Libraries, the report will send bills that belong to libraries not included in your bill library selection (or libraries that do not participate in debt collection).
You can run the report in a "synchronization" mode by clicking the Include All Patrons option. This option will include all user in collection in the report output. The output file will include only user information and total amount due.
Or, you can run the report in an "update" mode by clicking the Include Patrons with Activity option. This option will include only those users with activity in the report output. The activity would include any new bills or payments, and will be for the bill library specified on the Bill Selection tab of the report. If you don't select a library, then any activity at any library will be included.
If you select this check box, the user information and bill information is written to the debt collection tables on the SirsiDynix Symphony server. The user's status will be updated to COLLECTION. Users being reported for the first time will be created by the Collections Information report. Users who have any history of being reported to a collection agency will be updated by the Collections Update report. Select this check box only when the files are being sent to the collection agency. If the check box is cleared, the report runs in test only mode, and database records are not modified. By default, this check box is cleared.
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