Create, update, and approve reservation requests.
To create reservation requests:
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Select Work > Contract Management > Reservation Requests.
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Click New Record.
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Enter a description of the reservation request.
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Specify this information:
Organization - Specify your organization.
Vehicle - Select the vehicle you are renting.
Vehicle Type - Select the type of vehicle you are renting.
Class - Specify the class of the reservation request.
Status - Specify the current status of the reservation request.
Start Date/Time - Specify the date and time you intend to rent the vehicle.
End Date/Time - Specify the date and time you intend to return the vehicle.
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Specify these reservation request details:
Reference - Specify a number or unique code to identify the reservation request.
Issue To - Specify the employee name of the person to which the vehicle will be issued.
Customer - Specify the customer name associated with the employee to which you are issuing the vehicle.
Phone Number - Specify your phone number if you are renting the vehicle, or the phone number of the employee renting the vehicle if you are approving the request.
Work Phone No. - Specify your work phone number if you are renting the vehicle, or the work phone number of the employee renting the vehicle if you are approving the request.
Email Address - Specify your email address if you are renting the vehicle, or the email address of the employee renting the vehicle if you are approving the request.
Driver's License No. - Specify your driver's license number if you are renting the vehicle, or the driver's license number of the employee renting the vehicle if you are approving the request.
Cost Code - Specify the cost code of the employee to track any vehicle maintenance costs.
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Click Save Record.