The tunable Reservation Parameters can be accessed from the window in the Company Parameters.
If expired reservations should not be automatically purged from
the system, or if your firm does NOT use the reservations programs
do not setup the purge job for RSRH98A in the Automated Job Scheduling.
This value will then not be applied.
If a grace period is allowed before the purging, enter the
number of days following the reservation due date after which the
software should purge expired or old reservations.
The purge is executed by the job RSRH98A when setup in the Automated Job Scheduling process to delete the
old documents from Reservations.
An audit record is written to the Delete
Log for RSRH98A to track purged reservations.
Leave this field blank if expired reservations should
immediately be purged from the system, and setup RSRH98A to run
daily in the Automated Job Scheduling to
execute this purge.
An audit record is written to the Delete
Log for RSRH98A to track purged reservations.
Note: Any Reservations with an outstanding deposit will not be purged.
When the Auto Purge Days is set to a value other than
zero, the Region Reservation Fulfillment
utility will not create transfers for Reservations with a header
date older than the purge days.
This is a precaution to prevent redundant transfers from being
created when the fulfillment utility is run, in the event the Daily
Close is not up to date.
Convert Settings
These parameters apply to the Convert
Reservation to a Contract and Convert
Reservation to a Worksheet programs.
This can be over-typed at conversion as required.
Enter N or select No from the drop-down box to trigger no immediate action related to the resulting contract after it is created.
Enter P or select Print from the drop-down box to set the default to print the new contract after the conversion.
This can be changed at conversion as required.
Note: Once the reservation has been converted, the delete action is NOT restricted by the delete reservations role permission defined in Security Roles.
Check this box to remove requirement booking transactions for
products when the reservation is converted to a contract using
Convert Reservation to a Contract, even if
the reservation itself is not deleted.
All filled or honored reservations then become historical reference
documents that cannot be changed and additional deposits cannot be
added. This includes previously converted reservations.
Honored reservations can be re-converted to a new contract at some
later date and then new requirement records would be written for
the resulting contract.
Uncheck this box to continue to maintain the old product booking
records when a reservation is filled if that honored reservation is
not deleted.
There is usually no availability problem if the source reservation
booking transactions remain in the requirements table because there
will be a minus quantity for the reservation out date/time and a
plus quantity when the reservation is due back, however because
requirement booking records are also generated for the new Contract
created from the reservation, the booking records for the
reservation are no longer very relevant and could cause
availability count confusion during those dates.
Confirmation is required.
When this Delete Requirements for Honored reservations
flag is changed, the next time the Rebuild
Requirements utility is run, any booking transactions for
previously honored reservations will be deleted if the feature has
been activated or restored if the feature has been
de-activated.
Note: This feature does not apply to Convert Reservation to a Worksheet so with this convert action, requirements are only ever deleted when the reservation is deleted.
Note: Any changes made to these parameters will not be applied until the Company Parameters are accepted.
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