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EH - Flag Transactions

Equipment Hire Flag Transactions Overview

Important!

The flagging of transactions is important whether you transfer the hire charges to Parent Accounts or run the Equipment Hire module with no Parent Accounts integration.

  1. Parent Accounts hire charge transfer mode
    This is where you operate the equipment hire module in the mode where borrower statements are generated and sent to parents as supporting documents to the main parent account statements.
    In this mode, the flagging program must be run as part of your process to post charges to Parent Accounts.
    The flagging should be run after the borrower statements have been generated successfully.
    By running this flagging program after running program Student Admin > Equipment Hire > Special Processes > Post Charges to Parent Accounts, the system will note that the borrowing records have been flagged so that they can be excluded on the next borrower statement print.
    They can be excluded on the next borrower statement print by using the 'New Loans only' option on the 'Print' tab using program Student Admin > Equipment Hire > Equipment Processing > Borrower Statements.
  2. No Parent Accounts integration.
    The flagging should be run after the borrower statements have been generated successfully.
    The system will note that the borrowing records have been flagged so that they can be excluded from the next statement print.
    They can be excluded from the next statement print by using the 'New Loans only' option on the 'Print' tab using program Student Admin > Equipment Hire > Equipment Processing > Borrower Statements.

Flag Transactions Screen

The options that you select on this screen should be the same as you selected when you generated the Statements using program Student Admin > Equipment Hire > Equipment Processing > Borrower Statements. If you do this, it means that the same transactions that appeared on the Borrowers Statements will be flagged.

Fields that require further explanation

Student/Employee Borrowers

Use the radio button to indicate if the 'Flagging' process is to run for student borrowers or employee borrowers.

Borrower Code

Use this field only if you wish to flag the records for a single borrower only.

You may select the 'Lookup' (Binoculars) icon and search for a valid borrower code.

Year Group

Use this field to flag records for all students in a particular year group (or year groups) only.

Leave this blank to flag records for all borrowers.

'Year Group' is a multi-select field. Holding down the 'Shift' key while clicking on your options enables a range selection, holding down the 'Ctrl' key allows individual selection of additional fields.

Boarder

Use this field to flag records only for students who are boarders with current borrowings.

Leave this blank to flag records for all borrowers.

PC/Tutor Group

Use this field to flag records for all students in a particular pastoral care/tutor group (or groups) with current borrowings.

Leave this blank to flag records for all borrowers.

'PC/Tutor Group' is a multi-select field. Holding down the 'Shift' key while clicking on your options enables a range selection, holding down the 'Ctrl' key allows individual selection of additional fields.

Issue Date

Use this field to flag records for loans that were issued on a certain date or date range. 

Leave this blank to flag records that include all outstanding equipment.

Due date

Use this field to flag records for loans that are due to be returned on a certain date or date range. 

Leave this blank to flag records that include all outstanding equipment.

Form Class

Use this field to flag records for all students in a particular form class.

Leave this blank to flag records for all borrowers.

Campus

Use this field to flag records for all students from a particular campus.

Leave this blank to flag records for all borrowers.

'Campus' is a multi-select field. Holding down the 'Shift' key while clicking on your options enables a range selection, holding down the 'Ctrl' key allows individual selection of additional fields.

House

Use this field to flag records for all students in a particular house (or houses).

Leave this blank to flag records for all borrowers.

'House' is a multi-select field. Holding down the 'Shift' key while clicking on your options enables a range selection, holding down the 'Ctrl' key allows individual selection of additional fields.

Equipment Category

Use this field to include or exclude equipment of a certain category. 

Leave this blank to flag records for all equipment categories.

'Equipment Category' is a multi-select field. Holding down the 'Shift' key while clicking on your options enables a range selection, holding down the 'Ctrl' key allows individual selection of additional fields.

Click the 'GO' button to commence flagging.


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