Facility Scheduler Lookup Settings - WebTMA 7

Several Lookups windows can be used to establish values for Reservations and Rentals.


Path: Organization > Lookups / Expense Ticket Types

Path: Organization > Lookups / Expense Types

Establish categories for Expense Ticket Types and Expense Types in order to account for expenses attributable to Rentals.

These are similar to other Types established in WebTMA Lookups windows and require completion of the Code and Description fields with optional Subtypes on each window.

The Types are used when costs are recorded on the Transactions > Facility Scheduler > Expense Tickets window.


Path: Organization > Lookups / Holidays

If Rentals for holidays are No Charge, record the holidays observed by your organization on this window.

If the WebTMA System Administrator has granted …No Holidays on the Admin > Client Info > Rental Preferences Tab, the dates listed on this window are omitted from the fee calculations.

NOTE: Dates must be re-established at the beginning of each year.

Item Type Rates Tab

Path: Organization > Lookups > [Item] Types / Rates Tab

When the Facility Scheduler module is purchased, a Rates Tab is added to the Lookups / [Item] Types windows as well as the [Item] windows. The [Item] Types / Rates Tab is used to store rates. It does not affect rentability of an item. Rentability is determined by marking the Rentable check box.

The following benefits arise by using Lookups Types to record Rental Rates:

  • eliminates multiple keystrokes to add the Rental Rates to each rentable item record

  • allows rate changes to one record rather than each rentable item record

When a Rental is made, WebTMA checks the item record to see if the Rates Tab Rentable check box is marked. If the Rentable check box on an item is not marked on either the Type or the Item record, the item cannot be rented.

If the fields on the [Item] Type / Rates Tab are populated but the fields for an individual item record are blank, WebTMA uses the Type information as the default. If the fields on the Rates Tab of an individual record are populated, the individual values override the Type defaults for that particular item.

A Usage Rate Section also displays on the [Item] Type / Rates Tab. Entries in the Usage Rate Section are not related to Rental Rates settings. Usage Rates pertain only to Work Order costs.


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