Charging for requests previously set to no charge

Libraries can review requests which they previously indicated were not to be charged.  This allows libraries to later charge for a request that was incorrectly set to "no charge".

 

The "No charge (free)" search retrieves those requests that the library set the charge to "0" through the EFTS File Builder interface.

  

To reprocess requests previously set to "0" charge through the EFTS File Builder, do the following:

 

STEP

Action

1

Select Requests from the DOCLINE Main Menu.

2

Select EFTS.

3

Select EFTS Status "No charge (free)"

4

(Optional) Select the desired sort of the requests.

5

Select REFRESH.

View

Requests that were previously set to “0” charge through EFTS File Builder are displayed.   LIBID , institution name, transaction information, request number and filled date are displayed.

  

Note: Transactions are only available for 150 days after the filled date.

6

Enter charges in US Dollars for items to be included in a new billing file.

 

Note:  Canadian libraries should enter charges in Canadian Dollars only when billing other Canadian libraries.

7

Select Continue.

8

Review transaction charges.  Select Back to return to modify any charges.

 

Skipped transactions will remain as “already added to EFTS file”.  Zero charge (0) items will set as a “free” item in DOCLINE and will not be included in the EFTS file.

 

(Optional) Print the confirmation page using your browser’s print functionality.

9

Select Continue.

10

Select Create EFTS File

11

Select Save when prompted to download the file.

12

Accept default file name and save location, or modify to desired name and location on your computer or network.

  

Note:  If you create multiple files on the same day, you will need to modify the default file name to avoid overwriting the previous file.  For example, EFTS_Oct112006a.txt, and EFTS_Oct112006b.txt.

13

The saved file can be uploaded to the EFTS website to bill the borrowers at your convenience.

14

Select REFRESH to process any remaining requests.

 

 

Additional Resources: