[Workflowtoolkit-l] Billing Category field in ILLiad 8

[Newman, Lorna (newmanla)]

Brian,

I have also seen this problem and have reported it to OCLC.  I'm hoping that it will be fixed in a new release.

We periodically search library addresses for billing category that is equal to blank and update appropriately.  Generally, these are libraries in which we didn't fill their request so there wasn't a problem at the point of shipping.  I've just told my staff to make certain they remember to choose a billing category for any new libraries.


Lorna Newman
Head, Interlibrary Services and Government Documents Dept.
Langsam Library
University of Cincinnati
P.O. Box 210033
Cincinnati, OH  45221-0033
513-556-1885
e-mail: lorna.newman at uc.edu



-----Original Message-----
From: workflowtoolkit-l-bounces at geneseo.edu [mailto:workflowtoolkit-l-bounces at geneseo.edu] On Behalf Of Brian Miller
Sent: Friday, September 17, 2010 11:56 AM
To: workflowtoolkit-l at geneseo.edu
Subject: [Workflowtoolkit-l] Billing Category field in ILLiad 8


In ILLiad 7.4, whenever we got an OCLC request in Lending for a 
library not yet in our ILLiad address book,
the Billing Category field would always automatically populate to 
Default when adding the new Borrower
to our address book.

In ILLiad 8, the Billing Category field seems to remain blank unless 
you remember to populate it (and if you
don't remember, you get errors when updating the request and applying 
charges).  I looked in the
Customization Manager, and our LendingBillingDefaultCategory is set to Default.

Has anyone else noticed this?  And is there a way to have the Billing 
Category field autopopulate to Default
when adding a new Borrower?  Or do we just have to realize this is a 
quirk of ILLiad 8 and remember to set it
ourselves?

-Brian




Brian D. Miller
Lending / Document Delivery Service Coordinator
Ohio State University Interlibrary Services (OSU)
Thompson Library, Room 250A
1858 Neil Ave Mall
Columbus OH 43210
614-688-8456


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