Manual Bill Processing follows different rules

We recently found out that Manual bills use the consortium’s settings, not the Polaris System Administration (SA) notification options. We’re sharing this here in case other consortia find themselves chasing notice issues down a similar rabbit hole. We’ll follow up with this post with and Idea Exchange idea suggesting that Manual Bills should follow the same settings as all other notices in the system.

  • Normal bills follow the notification settings in Polaris SA.
  • Manual bills follow the consortium settings.

Example

  • The consortium’s circulation settings are set to “transacting library”.
  • Notification settings for Library A, specifies bills should be print only.
  • Notification settings for Library B, allows bills to be emailed (patron preference).
  • A patron registered at Library A (a print only library) has their notification preference set to email (for all other notices).
  • A manual bill is created at Library B, for the patron registered at Library A.
  • The manual bill will follow the transacting library settings, resulting in an emailed bill.
  • All other bills, including those for items declared lost at Library B, will be printed for the patron (following with SA notification settings).
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