- You want to set up a new group in ILLiad and you want that group to be set up to not be billed when you are lending to them
There are two different options you can follow after you have set up your Group in ILLiad.
- You can go to each library in the list make sure the Article Billing Category and the Loan Billing Category are both set to Exempt.
- You can set up a new Category in the ILLiad Customization Manager in the Billing Defaults and make the fees zero:
A. Go to the Customization Manager and then to the BillingDefaults table.
B. Go to the Lending Process and Highlight a Billing Category that is Exempt right now and copy the record.
C. After typing in the new group name for the Category, press enter and then save the change.
D. Repeat this process for each record that is exempt for the Different Document Types under the Lending Process.