Unit-IV; Professional Sales Representative (PSR).pptx
Mil.money
1. Collecting Money
To collect money for a patron's outstanding charges:
1) Pull up patron record by scanning Titan ID or entering CWID.
2) Click on the Fines tab:
2. Collecting Money, cont.
Millennium Circulation lists the total amount owed from all charges for
the patron in the Total field. For each charge, Millennium Circulation
lists the Status, Title, Location (item location or the location where the
charge was generated), and Amount.
3. Collecting Money, cont.
3) In the table of the patron's outstanding charges, select the
charge(s) for which you want to collect money. As you
select and deselect charges, Millennium Circulation adjusts
the Amount Selected field.
4) After selecting one or more charges, you can either:
• Collect Money, or
• Waive Fines (only select staff have this ability)
4. Collecting Money, cont.
5) Click the Collect Money button. Millennium Circulation
displays the Collect Money dialog box, which shows the
total amount of the selected charges (i.e., the value of the
Amount Selected field).
5. Collecting Money, cont.
6) Verify that the patron's payment matches the amount
displayed in the Amount to Collect text box. If it’s a partial
payment, just enter the amount paid at Titan Card.
7) Click OK.
6. Collecting Money, cont.
If a patron claims to have returned an item, but the item has not been
checked in, you can claim the item returned through Millennium
Circulation. When you claim an item returned, the system does the
following:
Places a claimed returned note in both the item and patron records
(Optional) Removes the check-out link between the patron and the
item; this is equivalent to checking in the item without assessing a
fine. If desired, the operator can generate a manual charge and
apply it to the patron.
(Optional) Flags the item as missing (STATUS = 'm') and cancels any
outstanding hold on the item