Ad Hoc Loan window

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. If you select the term dates, other dates are filled in for you.

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.

To set the time:

  1. Specify the date.
  2. Press the right arrow key, while positioned in the Date From field.
  3. Enter the time.

Date To

End date and time to which the object is to be booked.

To set the time:

  1. Specify the date.
  2. Press the right arrow key, while positioned in the Date To field.
  3. Enter the time.

Quantity

Number of objects available to be booked. For example, a textbook object can have multiple copies associated with it.

Note:
This field is not displayed for standalone objects.

Build based on Classes

If an object is a parent object associated with multiple child objects, the booking can be made against a class.
A common example of this type of booking is a class text that has multiple copies. A booking is made for the textbook parent object for the class.
If this field is selected, the booking is made against the classes selected in the Classes field.
If this field is unselected, the booking can only be made to an individual object.

Note:
This field is not displayed for standalone objects.

Comment

Brief comment about the booking.

Classes

Classes to which the object is booked.

Note:
This grid is not displayed for standalone objects.

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. See Maintaining community members in the Community manual.

(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.