The Ad Hoc Loan window is used when issuing ad hoc loans from:
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:
|
Date To |
End date and time to which the object is to be booked. To set 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 |
---|---|
|
Select the person to book the object to. See Select Person window. |
|
Launch Community Maintenance for the selected person. See Maintaining community members in the Community manual. |
|
Search for an object. See Searching for objects. |
|
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. |
Last modified:26/02/2016 11:43:43 AM
See Also |
© 2016 Synergetic Management Systems. Published 16 September 2016.