The Ad Hoc Loan window is used when issuing ad hoc loans from:
- Object maintenance. See Issuing ad hoc loans.
- Community maintenance. See Loans sub-tab of Community Maintenance - Objects tab in the Community manual.
Note: The following message is displayed if the object is booked more than it is available: You may not make this booking due to lack of availability.
Ad Hoc Loan key fields and buttons
Fields
Field |
Description |
---|---|
Booking Seq |
Booking sequence number. This is the unique identifying number for the booking. |
Created Date |
Date that the booking was created. |
Created By |
Person who created the booking. |
Issue To |
Synergetic ID number of the person who the loan is to be issued to. |
Object Search |
Barcode or ID number of the object to be booked. |
Term From |
Beginning date of the term in which the object is to be booked. |
Term To |
End date of the term in which the object is to be booked. |
Date From |
Beginning date and time from which the object is to be booked. This defaults to today's date.
|
Date To |
End date and time to which the object is to be booked.
|
Quantity |
Number of objects available to be booked. |
Build based on Classes |
If an object is a parent object associated with multiple child objects, the booking can be made against a class. |
Comment |
Brief comment about the booking. |
Classes |
Classes to which the object is booked. |
Status Code |
Select the status of the booking. For example, booking made, booking confirmed. |
Status Date |
The date the status applies from. |
Status Description |
A description of the status. |
Print Loan Docket |
Select to print a loan docket so the person taking out the loan can keep track of what they have borrowed. |
Process Overdue Charge Flag |
Enable overdue loan charges for this loan. |
Process Overdue Reversal Flag |
Reverse any incorrectly charged overdue fees. |
Buttons
Button |
Description |
---|---|
(Issue To field) |
Select the person to book the object to. See Select Person window. |
(Issue To field) |
Launch Community Maintenance for the selected person. |
(Object Search field) |
Search for an object. See Searching for objects. |
(Object Search field) |
Launch Object Maintenance to view or update the details of the selected object. See Maintaining objects. |
|
Display the history of changes made to the status of the object. |
|
Deletes the current booking. |
|
Issue the object loan. |
|
Launch Class Maintenance for the selected class. |
Ad Hoc Loans window – Object Bookings sub-tab fields
Field |
Description |
---|---|
Name |
Name of the person who made the booking. |
From |
Beginning date of the booking. |
To |
End date of the booking. |
Qty |
Number of objects in the booking. |
Class |
Class to which the booking was made. |
Object |
Object number of the object booked. |
Seq |
Sequence number of the booking. This is a unique identifying number of the booking. |
Ad hoc Loans window – User Bookings sub-tab fields
Field |
Description |
---|---|
Description |
Description of the object that was booked. |
From |
Beginning date of the booking. |
To |
End date of the booking. |
Qty |
Number of objects in the booking. |
Class |
Class to which the booking was made. |
Object |
Object number of the object booked. |
Seq |
Sequence number of the booking. This is a unique identifying number of the booking. |
Ad hoc Loans window – User Forms sub-tab fields
Field |
Description |
---|---|
Description |
Description of the user form. |
Code |
Unique code for the user form. |
# |
User form number. |