Issuing loans to an individual from a prior booking

Initially an individual books an object they want to borrow. When they come to borrow the object, you use Loan Issue from Booking to issue the loan to them.

To issue a loan from a prior booking to an individual:

  1. Select Module > Objects > Bookings Maintenance from the main menu.
    The Object Bookings Maintenance window is displayed.
  2. Click .
    The Select Person window is displayed. See Select Person window
  3. Use the Select Person window to search for and select the person who the bookings were made for.
    The Object Loan window is displayed, populated with the details of all bookings made for the selected person. 


    Note:
    If you want to see loans that have already been issued, select Include Issued Objects.

  4. Scan or type the object barcode into the Object Barcode field.
  5. If you want to print the loan issue docket immediately, select Print Loan Issue Docket.

    Note:
    This may be selected already, if set in Configuration File Maintenance.

  6. Click .
    The loan is issued and the docket printed if Print Loan Issue Docket was selected. 

Object Loan - Individual window key fields and buttons
Fields

Field

Description

ID

Synergetic ID number of the person who issued the loan.

Name

The name of the person who is issued the loan. This field is read-only.

Object Barcode

The barcode of the object to be issued for loan.

Print Loan Issue Docket

If selected, a loan docket is printed for each loan as it is issued.

Include Issued Objects

If:

  • selected, both issued and non-issued objects booked for the individual are displayed in the objects list
  • unselected, only non-issued objects booked for the individual are displayed in the objects list.

Include Returned Objects

If:

  • selected, both returned and non-returned objects booked for the student are displayed in the objects list
  • unselected, only non-returned objects booked for the student are displayed in the objects list.

Description

Description of the object.

Date From

Beginning date of the object booking.

Issued

If:

  • selected, the object has been issued
  • clear, the object has not been issued.

Issued Date

Date that the object was issued.

Class

Class code of the class to which the object was booked. For example, S/EN34.

Class Descrip

Description of the class to which the object was booked. For example, English 3 and 4.

Returned

If:

  • selected, the object has been returned
  • unselected, the object has not been returned.

Returned Date

Date that the object was returned.

Object No

Object ID number. This is the unique identifier of the object.

Loan Seq

Loan sequence number. This is the unique identifier of the loan.

Date To

Date to which the loan was issued. This is the same as the date the object was booked to.

ObjectBookingSeq

Object booking number. This is the unique identifier of the object booking.

Quantity

Number of objects included in the booking.

Buttons

Button

Description

(Booking)

Launch Object Bookings Maintenance to view or update the details of the selected object. See Maintaining object bookings.

(Object)

Launch Object Maintenance to view or update the details of the selected object. See Maintaining objects.

Issue the object to the student or staff member.

Close the object loan window.

Print the loan docket for the currently selected object. The object must have already been issued.

Note:
Synergetic looks for the LoanDocket.txt text file in the Site directory by default. To use a different text file as your loan docket, put your selected text file in the Site directory, add a suffix to the filename and set that suffix as the value of the Objects:Docket:StationarySuffice configuration setting. For example, LoanDocketCUSTOM.txt, and the configuration value is set to CUSTOM.

De-issue the object. This option is used if an object has been issued in error and the Object Loan window is still open. This is the same as returning the object. See Returning loans.