Overdue process
Overdue processes can be configured to determine when overdue notifications are sent to customers. To send these notifications, the messages must also be configured in systemWise Messages and enabled in Message preference configuration.
Create a new Overdue process
- In Wise configuration manager, go to Products and services > Policies > Policy configuration > Overdue process.
- Click Open next to your library organization.
- Click New at the top of the screen.
- Provide information for the Overdue process fields.
- Click Ok to save.
Overdue process fields
| Field name | Description |
|---|---|
| Policy table | Overdue processes are configured per the Policy table. This field is automatically filled. |
| On | Indicates to which Policy definition the process applies. |
| Valid from Valid up to and including |
The period in which the policy is valid. The periods must line up and cannot overlap. It is possible to prepare an overdue process in the future. |
| Description | A description of the Overdue process. |
| Days before first reminder |
The first reminder is sent XX days after the return period of the item. |
| Days until next reminder | The second reminder is sent XX days after the first reminder. |
| Maximum number of reminders |
The maximum number of reminders that are possible until a bill is sent. The period is based on the settings for Days before first reminder. Example: The maximum number of reminders is set to 3. Result: Every 10 days, a reminder is sent. |
| Days invoice |
Based on the return date, the number of days until the bill is sent. |
| Courtesy reminder | The number of days before the lending period ends.
Note: The current day is not counted in the calculation. |
| Send reminder on due date | Check the box to send a reminder notification on the day an item is due.
Note: To send a reminder on the day an item is due, the IVO message type must be configured. |
|
Notification type 1 |
Not for use in US libraries. |