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.
|
Date To | End date and time to which the object is to be booked.
|
Quantity | Number of objects available to be booked. For example, a textbook object can have multiple copies associated with it. |
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. 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. |