Block a Patron Account

Blocking a patron’s account prevents transactions to and from the account. In addition to preventing manual transactions, blocking a patron account prevents transactions from occurring via a batch function or task. If a transaction is prevented, the batch function or task records the exception in the function’s history with the patron’s information.

Note: To prevent all financial transactions for the patron, check the Suspend All Processing checkbox in the General section of the Patron’s profile.

Use the following procedure to block a patron account:

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 FT tab. The Accounts grid displays all accounts associated with the patron. Refer to the Accounts Grid Overview for information about each grid column.

4.  Check the Blocked check box for the account to block.