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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 Ad Hoc Loan Issue (F2) button.

    The Ad Hoc Loan window is displayed.

    Ad Hoc Loan - Object Bookings tab

  3. If required, click Find... button 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 Find... button next to the Object Search field to search for the object to be loaned.

    The Object Search window is displayed.

    Object Search window

  5. Select the object to be loaned by either:

    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.

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

    Ad Hoc Loan - Object Bookings tab (populated)

  9. Click Add button 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 OK button.
  12. Click Issue... button (ellipses) to issue the loan.

Last modified: 13/08/2014 7:50:00 AM

See Also

Maintaining object bookings

Object Bookings Maintenance window

Creating new bookings

Searching for object bookings

Searching for classes when booking objects

Object Booking - Object Bookings tab

Object Booking - User Bookings tab

Object Booking - Booking Loan tab

Object Booking - User Forms tab

Issuing loans to an individual from a prior booking

Issuing loans to a class from a prior booking

Editing existing bookings

Deleting existing bookings

Returning loans

Printing loan dockets

© 2015 Synergetic Management Systems. Published 6 May 2015.

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