Path: Admin > Client Info / Rental Preferences Tab
Go to the Admin > Client Info / Rental Preferences Tab to choose the default requirements for reserving items. Click the Subtabs representing the various reservation options used by your organization. The Subtabs differ depending on the modules purchased. NOTE: If you mark the Authorization Req check box on a Subtab, you cannot accept a Reservation, i.e., convert a Reservation to a Rental, until you accept all resource lines on the Reservation window.
Auto-counters are set on the Admin > Client Info / Counters Tab.
Note: The Bio-Med Subtab is available only to healthcare licensees.
General Option Settings
Path: Admin > Client Info / Rental Preferences Tab
The following settings apply to all the Reservation and Rental windows. Only one Reservation Counter, Default Item Type, and Check-In Task is selected when you create a reservation.
Check-In Task Code – If you have a task to be followed at check-in time, select it on this page if you want to generate a work order for this task when the item is returned. The task changes for each type of reservation.
NOTE: Make this a generic task since only one task can be assigned as a preference for each type of reservation.
Task Description – The contents of this field reflect the check-in task description.
Counters
Path: Admin > Client Info / Counters Tab
Use the Counters Tab to determine whether to use auto-numbering for both reservations and rentals. When used, the user is not allowed to enter a number in the reservation or rental ID fields.
Auto Reservation Counter – type a starting number to allow the system to automatically generate reservation identification numbers for each reservation.
NOTE: All reservations are numbered sequentially regardless of the type of item you reserve. For example, assume the counter starts at 101 and you reserve equipment, areas, and tools on three consecutive records. The equipment reservation number would be 101, the areas reservation number would be 102, and tools reservation number would be 103.
Auto Rental Counter – type the starting rental counter number in this field.
Individual Option Settings
Path: Admin > Client Info / Rental Preferences Tab
Click each Subtab on the Admin > Client Info / Rental Preferences Tab and establish separate authorization and billing preferences for each item type. The following options are on most Subtabs. Available options vary depending on the item type.
Allow Overbooking – if allowed, this option can create conflicts. The option allows the same item to be requested or reserved multiple times for the same time period.
Authorization Req. – click the check box to prevent conversion of the reservation record to a rental record unless all line items on the reservation have been accepted.
No Holidays – if checked, no reservation charges are calculated for any dates found in Organization > Lookups > Transactions / Holidays.
No Weekends – if checked, no reservation charges are calculated for any weekend dates during which the item is in use.
Written Authorization – if checked, this requires reservation agents to have a paper document with the authorizor's signature rather than an electronic authorization before releasing the reserved item.
