BH - Flag Transactions

The flagging of transactions is important whether you transfer the hire charges to Parent Accounts or run the Book Hire module with no Parent Accounts integration for the following reasons:

1. Parent Accounts hire charge transfer mode.
   This is where you operate the book hire module in the mode where borrower statements are generated and sent to parents as supporting documents to the main parent account statements.
   In this mode, it is important that the flagging program is run as part of your process to post charges to Parent Accounts. The flagging should be run after the borrower statements have been generated successfully.
   By running this flagging program after running program Student Admin > Book Hire > Special Processes > Post Charges to Parent Accounts, the system will note that the borrowing records have been flagged, so that they can be excluded on the next borrower statement print. They can be excluded on the next borrower statement print by using the 'New Loans only' option on the 'Print' tab using program Student Admin > Book Hire > Book Processing > Borrower Statements.
2. No Parent Accounts integration.
   The flagging should be run after the borrower statements have been generated successfully.
   The system will note that the borrowing records have been flagged so that they can be excluded from the next statement print.
   They can be excluded from the next statement print by using the 'New Loans only' option on the 'Print' tab using program Student Admin > Book Hire > Book Processing > Borrower Statements.

Normally you would select the same options as you did for the Borrowers Statements. This means that only the transactions that appeared you just printed on the Borrowers Statements will be flagged.

Fields that require further explanation
Student/Teacher Borrowers	Use the radio button to indicate if the 'Flagging' process is to run for student borrowers or teacher borrowers.
Borrower Code	Use this field only if you wish to flag the records for a single borrower only. You may select the 'Lookup' (Binoculars) icon and search for a valid borrower code.
Year Group	Use this field to flag records for all students in a particular year group (or year groups) only. Leave this blank to flag records for all borrowers. The 'Year Group' is a multi-select field. Holding down the 'Shift' key while clicking on your options enables a range selection, holding down the 'Ctrl' key allows individual selection of additional fields.
PC/Tutor Group	Use this field to flag records for all students in a particular pastoral care/tutor group (or groups) with current borrowings. Leave this blank to flag records for all borrowers. The 'PC/Tutor Group' is a multi-select field. Holding down the 'Shift' key while clicking on your options enables a range selection, holding down the 'Ctrl' key allows individual selection of additional fields.
Issue Date	Use this field to flag records for loans that were issued on a certain date or date range.  Leave this blank to flag records that include all outstanding books.
Form Class	Use this field to flag records for all students in a particular form class. Leave this blank to flag records for all borrowers.
House	Use this field to flag records for all students in a particular house (or houses). Leave this blank to flag records for all borrowers. The 'House' is a multi-select field. Holding down the 'Shift' key while clicking on your options enables a range selection, holding down the 'Ctrl' key allows individual selection of additional fields.
Book Category	Use this field to include or exclude books of a certain category.  Leave this blank to flag records for all book categories. The 'Book Category' is a multi-select field. Holding down the 'Shift' key while clicking on your options enables a range selection, holding down the 'Ctrl' key allows individual selection of additional fields.

Click the 'GO' button to commence flagging.