Set up estimate accrued fine calculations and blocking

To set whether to include lost and/or claimed items in accrued fine estimates, and whether to include accrued fines in blocking calculations:

  1. In Polaris Administration (system level only), double-click the Patron Services parameter Accrued fine options. The Accrued fine options dialog box opens.
  2. If you want to include overdue fines for claimed items in the estimated fine calculation, select (check) Include claimed items in accrued fines. When this option is checked, the claims list view in the Patron Status workform displays Claimed/Accruing for claimed items with accruing overdue fines.

Note:
If the system-level Patron Services parameter Overdues: Charge fines for claimed items is set to No, and the Include claimed items option for accrued fines is set to Yes, no overdues will accrue. The Include claimed items option setting has no impact in this case.

  1. If you want to include overdue fines for lost items in the calculation, select (check) Include lost items in accrued fines. When this option is checked, the claims list view in the Patron Status workform displays enhanced information for lost items with accruing overdue fines as follows:

Overdue is charged when the item is billed:

  • Lost with unpaid replacement and unpaid overdue: Lost/Unpaid
  • Lost with paid replacement and unpaid overdue: Lost/Accruing
  • Lost with unpaid replacement and paid overdue: Lost/Unpaid

Overdue is charged when returned:

  • Lost with unpaid replacement and accruing overdue: Lost/Unpaid
  • Lost with paid replacement and accruing overdue: Lost/Accruing

Note:
If the branch-level Patron Services parameter Lost items charge options: Charge overdue when returned is set to No, and the Include lost items option for accrued fines is set to Yes, no overdues will accrue. The Include lost items option setting has no impact in this case. If Lost items charge options: Charge overdue when returned is set to Yes, the lost item charge options are applied according to the governing library for fines.

  1. If you want to block patrons based on estimated fine amounts, select (check) Block for estimated fines.
  2. Click OK.

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