Issuing ad hoc loans

Loans can be issued for objects without a prior booking being made. These are called ad hoc loans.

To issue an ad hoc loan:

  1. Select Module > Objects > Bookings Maintenance from the main menu.
    The Object Bookings Maintenance window is displayed.
  2. Click .
    The Ad Hoc Loan window is displayed.
  3. If required, click next to the Issued To field to search for the ID number of the person who is responsible for this booking. See Select Person window.
  4. Click  next to the Object Search field to search for the object to be loaned.
    The Object Search window is displayed.
  5. Select the object to be loaned by either:
    • Opening the required object and clicking .
    • Click to run an advanced object search. See Searching for objects.
    The Ad Hoc Loan window is displayed. See Ad Hoc Loan window
  6. Complete either the Term or Date fields with the beginning and end dates of the loan.
  7. If required, type a comment into the Comment field.
  8. If the loan is to be made for a class, select the Build based on classes field.

    If the object to be loaned is a single object, the Build Based on Classes field and the Classes area are disabled.

  9. Click  to add a class to the class list.
    The Search window is displayed. See Searching for classes when booking objects.
  10. Select the relevant class for this loan.
  11. Click .
  12. Click to issue the loan.