Bill Notice Tab
The Bill Notice tab displays for reports that can be set up to create bill notices for selected users. The Bill Notice tab may include any of the following selections.
If set in properties to display, the Notices Helper may be available for creating or modifying notice text.
• | Closing Text |
• | Combine Notices |
• | Count as a Notice Sent |
• | Library Address |
• | Library Address on Notice |
• | Message 1 through Message 5 |
• | Output format for notice reports |
• | Salutation on Notice |
• | Select ’Sent-From’ Library |
• | Total Bills for Each User |
• | Use Library Address in Patron Record |
• | User Address to Print |
From the list, select the text to be used following the bill list in the notice.
If this check box is selected, all notices for the user will be combined into one notice without regard to which library is the owning library or the charging library. By default, this check box is cleared.
Note: If you select the Combine Notices option, the Print Separate Reports for each Library option becomes disabled. The reverse is also true. If you select the Print Separate Reports for each Library option, the Combine Notices option becomes disabled.
If the Count as a Notice Sent check box is selected, the number of bill notices sent increments for each user selected by the report. If your library sends increasingly stern messages to users with subsequent notices, using this check box allows the system to keep track of the bill notices each user receives.
This counter is also advanced if the user is contacted with the SirsiDynix Voice Automation (SVA) or TalkToMe module.
Specifies which address of the library will be printed on the notice. The Primary, Address 1, Address 2, or Address 3 address as defined in the library’s user record can be selected. If no address is selected, the primary address listed in the library’s user record is used.
Note: This selection is available only when the Library Address on Notice check box is selected.
If this check box is selected, the library’s address as defined in the user record for the library displays on the notice as the return address. The exact address that is printed on the notice is determined by the setting of the Library Address option.
Your use of these fields depends on the number of notices you send to users before taking more severe action. Each message can be increasingly stern. By using the Count as a Notice Sent check box, SirsiDynix Symphony can distinguish between who last received their first, or second, or third bill notice, and automatically sends the next notice in the series, all in a single report. Use the Notices gadget to make changes to the notice text.
Output format for notice reports
The report data can display in one of three formats:
Standard
The report data displays in a plain text format. The file is saved in the /Rptprint directory with the naming convention yyyymmdd_internalrptname.prn, such as 20100802_ahdb.prn. The report log lists the report file name.
Pipe Delimited
The report data is saved in a file in which every entry is delimited by pipes (||). The data can then be exported to a third-party application, such as a spreadsheet application. The file is saved in the /Rptprint directory with the naming convention yyyymmdd_internalrptname.pipe, such as 20100802_ahdb.pipe.
In addition, the report prints to a text file with the naming convention yyyymmdd_internalrptname.prn. The report log lists the report file name.
XML
The report data is saved in a visually enhanced text format (EXtensible Markup Language). The data can then be exported to a third-party application, such as a spreadsheet application. The file is saved in the /Rptprint directory with the naming convention yyyymmdd_partialrptname.xml, such as 20100802_ahdb.xml.
In addition, the report prints to a text file with the naming convention yyyymmdd_internalrptname.prn. The report log lists the report file name.
If this check box is selected, the salutation ”Dear User Name:” with the user name as defined in the user record, precedes the notice text, in addition to the User name and address that prints on all notices. If the user has a title defined in the user record, such as Mr. or Ms., it is used instead of the first name in the salutation.
Use this list to specify which library’s address is to be used for the return address. This selection is useful for when the Combine Notices check box is selected, since the user may received notices from several libraries. The selections in this list are defined by the Library policy.
Note: This selection is available only when the Combine Notices check box is selected, the Library Address on Notice check box is selected, and the Use Library Address in Patron Record check box is cleared.
If the Total Bills for Each User check box is selected, all of the user’s bills selected by the report will be totaled, and the user’s bill total will be included in the notice. If the report is run with Library selection of a specific library or library group, the Total Bills for Each User option will print the total amount of all of the bills for the user in the selected library or library group.
Use Library Address in Patron Record
If this check box is selected, the address of the patron’s home library is printed as the return address. By default, this check box is cleared.
Note: This option is available only when the Combine Notices check box and the Library Address on Notice check box are selected.
Select Mailing Address to print the user’s primary address, as indicated in the user record. Alternately, you may select Address 1, Address 2, or Address 3 to print on the notices. If your library is configured for User Groups, and a member of the user group is indicated as the Notice Master on the User Groups tab of the user record, the address for the Notice Master will be used for all notices belonging to the group.
Related topics