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Assistance OCLC

Structures des factures

Use this screen to set up bill structures.

  • Bill structures determine the amount of bills and how long fines and fees will be accrued.

View bill structures

Use the Bill Structures screen to view all your bill structures.

The following describes the fields on the Bill Structures screen:

  • Bill Structure Type:
    • Fixed Bill: Fixed bills contain a static bill amount.
    • Periodic Bill: Periodic bills increase by the amount you choose over the length of time you choose.
  • Last Modified: Date and time the policy was last modified.
  • Policy Name: Name of the policy. Click the Policy Name to edit the policy.

Create or edit a fixed bill

  1. On the Bill Structures screen, click Create New, or click the Policy Name you want to edit.
  2. Enter a policy name.
  3. Select a Bill Reason from the list.
  4. If you are creating a new bill, in the Bill Type list, click Fixed Bill.
  5. In the Amount field, enter an amount.
  6. Cliquez sur Enregistrer.

Create or edit a periodic bill

  1. On the Bill Structures screen, click Create New, or click the Policy Name you want to edit.
  2. Enter a policy name.
  3. Select a Bill Reason from the list
  4. If you are creating a new bill, in the Bill Type list, click Periodic Bill.
  5. Use the Recurring Amounts Per Period table to set bill fines and fees. Columns are as follows:
    • Amount: Enter an amount.
    • Recurrence: Select how often the amount is accrued.
    • Duration: Enter the period of time the recurring amount will last.
      • Duration does not take into account any closed hours or days.
    • Add/Delete (rightmost column): The system reads the rows in the Recurring Amounts Per Period table from top to bottom until the Duration ends, or the Maximum amount is reached.
      • To add a row, click the Add button (Bouton Ajouter).
      • To delete a row, click the Remove button (Bouton Supprimer).
      • To move a row up, click the up arrow (Flèche pointant vers le haut).
      • To move a row down, click the down arrow (Flèche pointant vers le bas).
  6. If you would like to charge no less than an amount, enter the amount in the Minimum amount field.
    • If you do not want the field to apply, click the No Limit check box.
  7. If you would like to charge no more than an amount, enter the amount in the Maximum amount field.
    • If you do not want the field to apply, click the No Limit check box.
  8. Cliquez sur Enregistrer.

Copy bill structures

  1. Cliquez sur le nom de la politique que vous voulez copier.
  2. Dans le coin supérieur droit, cliquez sur Copier. Une copie de la politique est affichée.
  3. Inscrivez un nom pour cette nouvelle politique et modifiez les champs au besoin.
  4. Cliquez sur Enregistrer.

Delete bill structures

Les politiques ne peuvent pas être supprimées si elles sont utilisées.

  1. Cliquez sur le nom de la politique que vous voulez supprimer.
  2. Dans le coin supérieur droit, cliquez sur Supprimer.
  3. Dans la fenêtre de confirmation, cliquez sur OK.