View Proration Details for a Contract

Use the following procedure to view and edit proration details for a contract:

1.  From the Patron menu, select Search for Patron and perform a search for a patron.

2.  From the Patron List grid, click a row to select a patron.

3.  Select the Contracts tab. The List of Patron Contracts grid displays all contracts associated with the patron.

4.  From the List of Patron Contracts grid, click the  Billing Items menu next to the desired contract, and select Proration Details. The Proration Details for Contract section will be displayed. The proration settings are based on the proration schedule assigned to the contract’s asset type.

The following Proration Types are available:

•     Immediately by Proration Schedule: If this option is selected, select an associated Proration Schedule from Contract End Proration drop-down menu. The proration transactions will appear in the Transaction List. This option generates a proration charge after saving (clicking  OK) regardless of the Prorate Automatically setting in Odyssey HMS (Tools > Institution Settings… > Contracts).

•     Manual Proration: If this option is selected, configure the proration settings for the contract item using the Proration Calculator settings. For more information about proration schedule settings, refer to the Proration Schedules section.

•     Prorate Later (Automatic): If this option is selected, ResCenter automatically calculates prorated charges or credits when a user manually creates or modifies a contract and determines if the charges/credits are generated immediately or later.

•     Do Not Prorate: If this option is selected, ResCenter will not apply any proration charges/credits to the contract item.

5.  After making any changes to the proration settings, click  OK.