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Bill Refund Confirmation (POS)

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Create this notification template to print a Point of sale (POS) Bill Refund Confirmation to confirm that a refund has been processed for a paid bill.

Use this template to configure a point of sale (POS) printing notification to confirm that a refund has been processed for a paid bill. The POS Bill Refund Confirmation cannot be enabled until the template is complete.

The Bill Refund Confirmation template configured under Next-Generation Notifications > Templates > Point of sale (POS) printing is for POS only. For the email/Network Print template, see Bill Refund Confirmation.

No notification scheduling is used for this template, and only a single template can be configured for this notification type per institution (one each for Network Printing and POS). 

 Caution: When a library enables a Next-Generation Notification, its corresponding legacy notification(s) will be disabled (if they had previously been enabled). For Group Aware libraries, OCLC recommends coordinating a single rollout window for Next-Generation Notifications across the consortium to avoid patrons experiencing mixed notification experiences when borrowing from multiple libraries.


Create the Bill Refund Confirmation template

To access Point of sale (POS) templates, navigate to Service Config > WMS Circulation > Next-Generation Notifications > Templates > Point of sale (POS) printing.
 

To create the template:

  1. From the Point of sale (POS) printing  screen, select Bill Refund Confirmation from the Create template drop-down.
  2. Optional. Enter a Header and/or a Footer for your notification. Click Edit underneath each section to be edited.
    • 50,000 character limit for each. 
    • To add a web link to the Header or Footer, enter ${ and type the Name of the desired web link as configured in the Manage web links screen into a text block. Select the web link based on the name configured.
    • To add additional data fields, use the ${Data Field form to enter the desired information. Example: ${Item Barcode
  3. Click Save.
  4. Add Bill Refund Details. 
    1. Choose how to organize the refund details using the drop-down menu under Organize Bill Refund Details by. The following options are available:
      • Bill Amount Refunded
      • Refund Date/Time
    2. Choose how to format the block details using the drop-down menu under Formatting type. Options include:
      • Simple List: Aligned list of data objects in the order specified by the template.
    3. Click Add data field to select from the available fields. At least one data field must be selected.  Refer to  Manage field labels for a description of the available fields.
      • Available data fields:
        • Author
        • Edition
        • Language of Material
        • Material Format
        • OCLC Number
        • Publication Year
        • Publisher
        • Title
        • Title (20)
        • Bill Amount Refunded
        • Bill Charging Institution
        • Bill Created Date/Time
        • Bill Current Amount Outstanding 
        • Bill Current Amount Refundable
        • Bill Current Tax Amount Outstanding
        • Bill Original Amount
        • Bill Original Tax Amount
        • Bill Proxy Indicator
        • Bill Reason
        • Refund Date/Time
        • Item Barcode
        • Item Call Number
        • Item Description
        • Item Enumeration and Chronology
        • Item Holding Institution
        • Item Holding Location
        • Item Shelving Location
      • To remove a data field, click the trash can icon next to the field to be removed. Fields can also be clicked and dragged to change the order in which they appear in the notification.

Enable the Routing Slip template


Enable the template on the Enable notifications type screen.

 Caution: Do not toggle the Enable notifications section to On for the above notification until you have completed all the required fields in the template.