Configure delivery processes

License

The license LIC_SERVICEPUNTEN must be enabled in order to use alternative delivery processes. Contact OCLC Support for assistance. 

Booking code

A booking code must be created to apply costs for additional delivery processes. Booking codes are defined within the Wise manager at OCLC Wise > Finance > Booking codes > Registration tables > Accounting. 

Your system administrator can define and add booking codes specific to your institution. These codes are used when a transaction occurs within the staff client. To add a new booking code:

1. In the Wise configuration manager, navigate to OCLC Wise > Finance > Booking codes > Registration tables > Accounting. 
2. Click Open next to your system name. A table of existing codes appears.
3. Click New at the top of the screen. The Registration structure window opens.
4. Enter registration structure information:

   Field	Description
   Journal entry group	Automatically defined by the system, this is the first number of the code, as outlined in the  Registration types table.
   Booking code	Enter a three-digit code to identify this transaction.
   Description at service desk	The description used when viewing this code at the service desk.
   Description in journal entry	The description used when viewing this code in the financial journal.
   Rate	Cost per unit, in USD. This can be entered or left as 0.00. When posting a transaction, the value is entered as an item.
   VAT percentage	Not for use in US libraries.
   Cannot be counted	Check the box if items created using self-service (dialog39) cannot be counted together.
   Postage costs	Check the box if postage costs should be charged for messages sent via postal mail.
   Suppress administrative costs for letter of notice and collections agency	Check the box to suppress administrative costs for users sent to collections.
   Ledger number	In order to link this code to the ledger, specify the ledger account to which this code is tied. Ledger numbers are established in Ledger links.
   Reporting group	Not for use in US libraries.
   Hide at service desk	Check this box to hide the code so that it cannot be selected at the service desk.
   Cash drawer details	Which details must be registered when booking. Select from the following options: 1 - Not possible to fill in description (registration number) 2 - Required description 3 - Unrestricted description 4 - No entry possible for description (autofilled by client)

5. Click OK to save.

Delivery Process

Addresses

Information for the delivery and collection addresses must be entered into the Wise configuration manager at (ROLBST) Bus stops/Service points. Once entered, the address of the delivery/collection will appear on the receipt for the customer. The relevant branch is responsible for the handling of the hold and delivery.

Messages

A customer can receive a pick-up message via email, postal mail, or mobile, depending on the standard process defined in the Wise manager at OCLC Wise > Holds and ILL > Delivery processes. Messages will be set up in the Wise Manager at systemWise > Messages > Messages during the implementation process.

Membership definitions

The ability for customers to select a delivery process can be defined in the Wise manager at OCLC Wise > Products and services > Memberships > Membership settings > Membership definitions. This must be defined in each individual membership. Once configured, customers have the ability to choose from all defined delivery processes when placing requests. 

To update the membership definition, navigate to OCLC Wise > Products and services > Memberships > Membership settings > Membership definitions.

1. Open the appropriate organization if there are multiple. 
2. Click Detail to open the membership to be updated.
3. Click Change (W) to edit the existing membership.
4. Check the box next to Can select delivery process. 
5. Click OK.