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:
- Select Module > Objects > Bookings Maintenance from the main menu.
The Object Bookings Maintenance window is displayed. - Click .
The Ad Hoc Loan window is displayed. - 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.
- Click next to the Object Search field to search for the object to be loaned.
The Object Search window is displayed. - 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. - Complete either the Term or Date fields with the beginning and end dates of the loan.
- If required, type a comment into the Comment field.
- If the loan is to be made for a class, select the Build based on classes field.
Note: If the object to be loaned is a single object, the Build Based on Classes field and the Classes area are disabled. - Click to add a class to the class list.
The Search window is displayed. See Searching for classes when booking objects. - Select the relevant class for this loan.
- Click .
- Click to issue the loan.