Reprocessing requests previously added to an EFTS file

Libraries can review requests already included in an EFTS file for confirmation, to revise charges, or to re-generate a file if deleted or lost.

 

Use with caution.  Requests can only be submitted to EFTS once.  This feature is intended to regenerate a file for a set of requests when a file is lost, or multiple requests have incorrect charges.  Corrections for individual requests as well as credits should be completed directly at the EFTS website.

 

To reprocess requests previously added to an EFTS transaction file, do the following:

 

STEP

Action

1

Select Requests from the DOCLINE Main Menu.

2

Select EFTS.

3

Select EFTS Status "Items already added to file"

4

(Optional) Select the desired sort of the requests.

5

Select REFRESH.

View

Requests that were previously included in an EFTS file are displayed.  LIBID, institution name, transaction information, request number and filled date are displayed.

  

DOCLINE does not store charges information so previously entered charges will not be displayed.

 

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

6

To re-process requests, enter charges in US Dollars for items to be included in a new billing file.

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.

 

 

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