Creating reservation requests
Create, update, and approve reservation requests.
To create reservation requests:
- Select Work > Contract Management > Reservation Requests.
- Click New Record.
- 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.
- Click Save Record.
Parent topic: Managing customer contracts