Modify the NCIP fiscal action types mapping

The NCIP Fiscal Action Types policy table is pre-filled with NCIP fiscal action types that cannot be modified. You can select the patron account transaction to map to the NCIP fiscal action type.

Note:
The permission Modify NCIP Fiscal Action Types table: Allow is required to modify this table.

To modify NCIP fiscal action type mapping:

  1. In the Administration Explorer tree view, open the Policy Tables folder at the system level, and select NCIP Fiscal Action Type.

The following NCIP fiscal action types are listed with their corresponding Polaris patron account transactions:

  • Assess
  • Cancel
  • Forgive
  • Payment
  • Penalty
  • Waive
  • Write Off
  1. Double-click a fiscal action type. The Modify: NCIP Fiscal Action Types dialog box opens.
  2. Select a Polaris patron account transaction type from the drop-down list box.

Only one Polaris patron account transaction type may be selected for each NCIP fiscal action type, but a Polaris payment method can be assigned to more than one NCIP fiscal action type. The payment type value can be blank.

  1. Click OK.