If a memo type is not already defined, this will need to be created.
To add the Memo to a group of items it is easiest to create a saved file first. Though not absolutely necessary, this allows you to view the items or borrowers in a table first, preventing errors. This example uses a Stockitem file but the process is the same from the Borrower Module.
An alternative method of creating a file (of Stockitems) would be to wand the physical items into a file.
Note: Dates are the current date as well as the expiry date from the Memo Types screen though they may be altered in this screen.
Memos can be applied to Borrowers in a similar way. Highlight Borrowers in a Table and select Mass Memo Borrower from the Table Menu.
It is possible to delete memos from Stockitems en masse by selecting items from a table of Stockitems.
button/field | explanation | |
---|---|---|
Memo Date | ||
Ignore the date when deleting Memos | No check of the Date is performed when deleting the Memos from the items highlighted in the Table | |
Only Delete Memos within a Date range | Minimum Date | The date entered in this Field (e.g. 01/11/03) will be used as a beginning range for deleting the Memos from the items highlighted in the Table |
Maximum Date | The date entered in this Field (e.g. 31/03/04) will be used as an ending range for deleting the Memos from the items highlighted in the Table | |
MemoType | ||
Ignore the type when deleting memos | No check of the MemoType is performed when deleting the Memos from the items highlighted in the Table | |
Only delete memos with the below type | Only Memos with the Memo Type entered in the Memo Type Field (e.g. YAO) will be deleted from the Stockitems highlighted in the Table |